Other · DOL Form 5500 · 2023

Roeper City and Country School Dba the Roeper School Retirement Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
122
Participants Small participant base
71st
Percentile by assets National rank
$154,064
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Roeper School Savings and Match Plan · Sponsored by Roeper City and Country School Dba the Roeper School · Michigan · Educational Services

$19M in assets, 122 participants

Roeper City and Country School Dba the Roeper School's The Roeper School Savings and Match Plan reported $19M in total assets and 122 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #2,032 in Educational Services (3,735 peers)

Coverage in Michigan

The Roeper School Savings and Match Plan covers 122 participants in Michigan, about 19% of the average Michigan filer (state average ~638 per filing). Assets: $19M.

#2,032
in Educational Services (3,735 peers)
+12.8%
assets growth YoY

The Roeper School Savings and Match Plan's outsized position by total assets

The Roeper School Savings and Match Plan vs every filed plan by assets

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

$18,795,794 Top 29% higher than 71% 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

The Roeper School Savings and Match Plan 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. The Roeper School Savings and Match Plan sits mid-pack in the medium band (122 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Roeper School Savings and Match Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Roeper School Savings and Match Plan end-of-year assets rose from $17M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • The Roeper School Savings and Match Plan reported participants fell from 129 in the plan year 2022 filing to 122 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 381561062 · Roeper City and Country School Dba the Roeper School PY 2023 · Other

The Roeper School Savings and Match Plan · $19M · 122 · 71st

  • NET $19M
  • NET 122
  • NET 71st
  • NET Other
  • NET near American Public Health Association Defined Contribution Retirement Plan
  • NET ind #2032

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 Educational Services retirement plans → · Plans in Michigan →

The Roeper School Savings and Match Plan in the asset neighbourhood

Childrens Defense Fund Retirement PlanChildrens Defense Fund Retir…$19MThe Roeper School Savings and Match PlanThe Roeper School Savings an…$19MAmerican Public Health Association Defined Contribution Retirement PlanAmerican Public Health Assoc…$19M403(b) Thrift Plan of Visiting Nurse and Hospice Care of Santa Barbara403(b) Thrift Plan of Visiti…$19MFeed the Children Retirement PlanFeed the Children Retirement…$19M
End-of-year total assets ($M) among The Roeper School Savings and Match Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN381561062
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roeper City and Country School Dba the Roeper School)

Sponsor-wide plan assets over time

All Roeper City and Country School Dba the Roeper School plans reported in each filing year

Latest sponsor-wide plan assets
$21M 27.474156096344256% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $16.7M $21.3M ▲ +27.5%
Year Plans Participants Total Assets
2022 1 129 $17M
2023 1 122 $19M
2024 1 106 $21M

Nearby Other Plans in Michigan

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

The Roeper School Savings and Match Plan vs. nearby Other plans in Michigan, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants The Roeper School Savings and Match Plan, Total assets ($B): 0.018795794 · Participants: 122The Roeper School Savings and Match PlanFca 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
The Roeper School Savings and Match Plan vs. nearby Other plans in Michigan, assets vs. participants
Compare The Roeper School Savings and Match Plan side-by-side with 3 peers →

The Roeper School Savings and Match Plan's out-of-state Other peers by assets and headcount

Outside Michigan, the nearest Other by assets is American Public Health Association Defined Contribution Retirement Plan in DC ($19M); by covered participants it is Port Newark Maintenance & Repair 401(k) Plan in AZ (122 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (122 participants); asset peers above are excluded.

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 The Roeper School Savings and Match Plan assets move in 2023? ▼
The Roeper School Savings and Match Plan grew at a solid clip - up 12.8% during 2023, from $17M to $19M. Reported net income was $2M.
How have Roeper City and Country School Dba the Roeper School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roeper City and Country School Dba the Roeper School's sponsor-wide assets grew 27.5%, from $17M to $21M.
Which Other plans are similar in size to The Roeper School Savings and Match Plan? ▼
Among Other plans in other states, the closest by assets is American Public Health Association Defined Contribution Retirement Plan in DC ($19M, 67 participants).
Which Other plans cover a similar participant headcount to The Roeper School Savings and Match Plan? ▼
Among Other plans in other states, the closest by covered participants is Port Newark Maintenance & Repair 401(k) Plan in AZ (122 participants, $15M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 381561062.

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.