Other · DOL Form 5500 · 2023

Services to Enhance Potential Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
139
Participants Small participant base
55th
Percentile by assets National rank
$60,578
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Services to Enhance Potential · Sponsored by Services to Enhance Potential · Michigan · Healthcare & Social Assistance

$8M in assets, 139 participants

Services to Enhance Potential's 403(b) Thrift Plan of Services to Enhance Potential reported $8M in total assets and 139 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,691 in Healthcare & Social Assistance (17,684 peers)

Coverage in Michigan

403(b) Thrift Plan of Services to Enhance Potential covers 139 participants in Michigan, about 22% of the average Michigan filer (state average ~638 per filing). Assets: $8M.

#10,691
in Healthcare & Social Assistance (17,684 peers)
+10.1%
assets growth YoY

403(b) Thrift Plan of Services to Enhance Potential's mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan of Services to Enhance Potential vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$8,420,378 Top 45% higher than 55% of 127,068 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 2023

403(b) Thrift Plan of Services to Enhance Potential among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan of Services to Enhance Potential sits mid-pack in the medium band (139 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan of Services to Enhance Potential reported net income rose from -$1M in the plan year 2022 filing to $772K in the plan year 2023 filing.
  • 403(b) Thrift Plan of Services to Enhance Potential reported participants rose from 122 in the plan year 2022 filing to 139 in the plan year 2023 filing.
  • 403(b) Thrift Plan of Services to Enhance Potential end-of-year assets rose from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 237289763 · Services to Enhance Potential PY 2023 · Other

403(b) Thrift Plan of Services to Enhance Potential · $8M · 139 · 55th

  • 5500 $8M
  • ASSETS 139
  • PCT 55th
  • EIN Other
  • RANK near Nebraska Children and Families Foundation 403(b) Retirement Plan
  • PHOTO ind #10691

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 →

403(b) Thrift Plan of Services to Enhance Potential in the asset neighbourhood

Midland Christian School Retirement PlanMidland Christian School Ret…$8MTax-Deferred Annuity Plan for Employees of Health Care for the Homeless, Inc.Tax-Deferred Annuity Plan fo…$8MTax Deferred Annuity Plan of Children's Aid and Family Services, Inc.Tax Deferred Annuity Plan of…$8M403(b) Thrift Plan of Services to Enhance Potential403(b) Thrift Plan of Servic…$8MNebraska Children and Families Foundation 403(b) Retirement PlanNebraska Children and Famili…$8M
End-of-year total assets ($M) among 403(b) Thrift Plan of Services to Enhance Potential and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$772K
Employer EIN237289763
Plan Effective Date1974-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Services to Enhance Potential)

Sponsor-wide plan assets over time

All Services to Enhance Potential plans reported in each filing year

Latest sponsor-wide plan assets
$9M 21.954531423580082% vs 2022
2024 filing year
$7M$8M$9M$10M 202220232024 $7.65M $9.33M ▲ +22.0%
Year Plans Participants Total Assets
2022 1 122 $8M
2023 1 139 $8M
2024 1 165 $9M

Nearby Other Plans in Michigan

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

403(b) Thrift Plan of Services to Enhance Potential vs. nearby Other plans in Michigan, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants 403(b) Thrift Plan of Services to Enhance Potential, Total assets ($B): 0.008420378 · Participants: 139403(b) Thrift Plan of Services to Enhance PotentialFca US LLC Salaried Employees' Savings Plan, Total assets ($B): 4.820440935 · Participants: 16630Fca US LLC Salaried Employees' Savings PlanFca US LLC UAW Savings Plan, Total assets ($B): 4.690971139 · Participants: 49473Fca US LLC UAW Savings PlanBeaumont Health 403(b) Retirement Savings Plan, Total assets ($B): 2.628827189 · Participants: 33717Beaumont Health 403(b) Retirement Savings PlanHenry Ford Health System Heritage 403(b) Plan, Total assets ($B): 1.284257295 · Participants: 15298Henry Ford Health System Heritage 403(b) PlanBronson Healthcare Group, Inc. 403(b) Tax Sheltered Matching Plan, Total assets ($B): 1.034484808 · Participants: 8357Bronson Healthcare Group, Inc. 403(b) Tax Sheltered Matching Plan
403(b) Thrift Plan of Services to Enhance Potential vs. nearby Other plans in Michigan, assets vs. participants

403(b) Thrift Plan of Services to Enhance Potential's out-of-state Other peers by assets and headcount

Outside Michigan, the nearest Other by assets is Nebraska Children and Families Foundation 403(b) Retirement Plan in NE ($8M); by covered participants it is Epsi 403(b) Plan in TX (139 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did 403(b) Thrift Plan of Services to Enhance Potential assets move in 2023?
403(b) Thrift Plan of Services to Enhance Potential grew at a solid clip - up 10.1% during 2023, from $8M to $8M. Reported net income was $772K.
How have Services to Enhance Potential plan assets changed over time?
Across 3 plan years on file (2022-2024), Services to Enhance Potential's sponsor-wide assets grew 22.0%, from $8M to $9M.
Which Other plans are similar in size to 403(b) Thrift Plan of Services to Enhance Potential?
Among Other plans in other states, the closest by assets is Nebraska Children and Families Foundation 403(b) Retirement Plan in NE ($8M, 100 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Services to Enhance Potential?
Among Other plans in other states, the closest by covered participants is Epsi 403(b) Plan in TX (139 participants, $970K in assets).