Other · DOL Form 5500 · 2022

The Heritage Community of Kalamazoo Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
310
Participants Below avg headcount
54th
Percentile by assets National rank
$19,230
Avg per participant Low balance/head
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Official DOL plan name: The Heritage Community of Kalamazoo 403 (B) Plan · Sponsored by The Heritage Community of Kalamazoo · Michigan · Healthcare & Social Assistance

$6M in assets, 310 participants

The Heritage Community of Kalamazoo's The Heritage Community of Kalamazoo 403 (B) Plan reported $6M in total assets and 310 participants in its 2022 DOL Form 5500 filing, ranking in the 54th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #12,042 in Healthcare & Social Assistance (20,060 peers)

Coverage in Michigan

The Heritage Community of Kalamazoo 403 (B) Plan covers 310 participants in Michigan, about 49% of the average Michigan filer (state average ~638 per filing). Assets: $6M.

#12,042
in Healthcare & Social Assistance (20,060 peers)
+13.1%
assets growth YoY

The Heritage Community of Kalamazoo 403 (B) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Heritage Community of Kalamazoo 403 (B) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$5,961,235 Top 46% higher than 54% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

The Heritage Community of Kalamazoo 403 (B) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Heritage Community of Kalamazoo 403 (B) Plan sits mid-pack in the medium band (310 participants).

EBSA filing schedule strip

Filing strip 382758582 · The Heritage Community of Kalamazoo PY 2022 · Other

The Heritage Community of Kalamazoo 403 (B) Plan · $6M · 310 · 54th

  • BOY $6M
  • BOY 310
  • BOY 54th
  • BOY Other
  • BOY near Hospice of Southern Maine Retirement Savings Plan
  • BOY ind #12042

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Michigan →

The Heritage Community of Kalamazoo 403 (B) Plan in the asset neighbourhood

Hanalani Schools 403b Plan$6MThe Heritage Community of Kalamazoo 403 (B) PlanThe Heritage Community of Ka…$6MHospice of Southern Maine Retirement Savings PlanHospice of Southern Maine Re…$6MClinica De Salud Del Valle De Salinas 403(b) PlanClinica De Salud Del Valle D…$6MSt. Andrews on the Marsh, Inc 403(b) DC PlanSt. Andrews on the Marsh, In…$6M
End-of-year total assets ($M) among The Heritage Community of Kalamazoo 403 (B) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Michigan filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$691K
Employer EIN382758582
Plan Effective Date2001-12-05
Filing StatusFILING RECEIVED

Sponsor Plan History (The Heritage Community of Kalamazoo)

Sponsor-wide plan assets over time

All The Heritage Community of Kalamazoo plans reported in each filing year

Latest sponsor-wide plan assets
$7M 5.488792075885889% vs 2022
2024 filing year
$6M$6.2M$6.4M$6.6M$6.8M 202220232024 $6.29M $6.64M ▲ +5.6%
Year Plans Participants Total Assets
2022 2 620 $6M
2023 2 634 $6M
2024 2 510 $7M

Nearby Other Plans in Michigan

Peer Other plans, same state, same plan type, ranked by total assets.

The Heritage Community of Kalamazoo 403 (B) Plan vs. nearby Other plans in Michigan, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants The Heritage Community of Kalamazoo 403 (B) Plan, Total assets ($B): 0.005961235 · Participants: 310The Heritage Community of Kalamazoo 403 (B) PlanFca US LLC Salaried Employees' Savings Plan, Total assets ($B): 4.271049081 · Participants: 17796Fca US LLC Salaried Employees' Savings PlanFca US LLC UAW Savings Plan, Total assets ($B): 4.120620788 · Participants: 52211Fca US LLC UAW Savings PlanSpectrum Health System 403(b) Plan, Total assets ($B): 2.34463562 · Participants: 26631Spectrum Health System 403(b) PlanBeaumont Health 403(b) Retirement Savings Plan, Total assets ($B): 2.23567862 · Participants: 33585Beaumont Health 403(b) Retirement Savings PlanMclaren Employees' 403(b) Retirement Plan, Total assets ($B): 1.449747534 · Participants: 21255Mclaren Employees' 403(b) Retirement Plan
The Heritage Community of Kalamazoo 403 (B) Plan vs. nearby Other plans in Michigan, assets vs. participants
Compare The Heritage Community of Kalamazoo 403 (B) Plan side-by-side with 3 peers →

The Heritage Community of Kalamazoo 403 (B) Plan's out-of-state Other peers by assets and headcount

Outside Michigan, the nearest Other by assets is Hospice of Southern Maine Retirement Savings Plan in ME ($6M); by covered participants it is Ordway Center for the Performing Arts Defined Contribution Retirement Plan in MN (310 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (310 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Heritage Community of Kalamazoo 403 (B) Plan assets move in 2022? ▼
The Heritage Community of Kalamazoo 403 (B) Plan grew at a solid clip - up 13.1% during 2022, from $5M to $6M. Reported net income was $691K.
How have The Heritage Community of Kalamazoo plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Heritage Community of Kalamazoo's sponsor-wide assets grew 5.5%, from $6M to $7M.
Which Other plans are similar in size to The Heritage Community of Kalamazoo 403 (B) Plan? ▼
Among Other plans in other states, the closest by assets is Hospice of Southern Maine Retirement Savings Plan in ME ($6M, 147 participants).
Which Other plans cover a similar participant headcount to The Heritage Community of Kalamazoo 403 (B) Plan? ▼
Among Other plans in other states, the closest by covered participants is Ordway Center for the Performing Arts Defined Contribution Retirement Plan in MN (310 participants, $13M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 382758582.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.