Other · DOL Form 5500 · 2023

Calvin University Retirement Plan

Data updated 2026-08-25

$219M
Total assets Near avg plan size
697
Participants Below avg headcount
95th
Percentile by assets National rank
$314,361
Avg per participant High balance/head
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Official DOL plan name: Calvin University 403(b) Retirement Plan · Sponsored by Calvin University · Michigan · Educational Services

$219M in assets, 697 participants

Calvin University's Calvin University 403(b) Retirement Plan reported $219M in total assets and 697 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #3,435 in Educational Services (3,735 peers)

Where Calvin University 403(b) Retirement Plan sits by assets

Calvin University 403(b) Retirement Plan sits in the top 5% of all filed plans by assets, $219M for 697 participants (~$314,361/participant), up 7.5% in 2023.

#3,435
in Educational Services (3,735 peers)
+7.5%
assets growth YoY
2.2×
vs typical plan assets (national mean)

Calvin University 403(b) Retirement Plan's outsized position by total assets

Calvin University 403(b) Retirement Plan vs every filed plan by assets

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

$219,109,561 Top 5% higher than 95% 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

Calvin University 403(b) Retirement 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. Calvin University 403(b) Retirement Plan sits mid-pack in the medium band (697 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Calvin University 403(b) Retirement Plan reported net income rose from -$40M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Calvin University 403(b) Retirement Plan end-of-year assets rose from $204M in the plan year 2022 filing to $219M in the plan year 2023 filing.
  • Calvin University 403(b) Retirement Plan reported participants rose from 652 in the plan year 2022 filing to 697 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 383071514 · Calvin University PY 2023 · Other

Calvin University 403(b) Retirement Plan · $219M · 697 · 95th

  • BOY $219M
  • BOY 697
  • BOY 95th
  • BOY Other
  • BOY near La Salle University Defined Contribution and Tax-Deferred Annuity Plan
  • BOY ind #3435

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 →

Calvin University 403(b) Retirement Plan in the asset neighbourhood

Anmed Health Retirement Savings PlanAnmed Health Retirement Savi…$219MLa Salle University Defined Contribution and Tax-Deferred Annuity PlanLa Salle University Defined …$219MCalvin University 403(b) Retirement PlanCalvin University 403(b) Ret…$219MSaint Francis Medical Center Tax Deferred Annuity PlanSaint Francis Medical Center…$219MSaint Francis Healthcare System Tax Deferred Annuity PlanSaint Francis Healthcare Sys…$219M
End-of-year total assets ($M) among Calvin University 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$204M
Net Assets (End of Year)$219M
Net Income$15M
Employer EIN383071514
Plan Effective Date1958-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Calvin University)

Sponsor-wide plan assets over time

All Calvin University plans reported in each filing year

Latest sponsor-wide plan assets
$235M 15.185134197717462% vs 2022
2024 filing year
$200M$210M$220M$230M$240M 202220232024 $204M $235M ▲ +15.2%
Year Plans Participants Total Assets
2022 1 652 $204M
2023 1 697 $219M
2024 1 1,118 $235M

Nearby Other Plans in Michigan

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

Calvin University 403(b) Retirement Plan vs. nearby Other plans in Michigan, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Calvin University 403(b) Retirement Plan, Total assets ($B): 0.219109561 · Participants: 697Calvin University 403(b) Retirement 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
Calvin University 403(b) Retirement Plan vs. nearby Other plans in Michigan, assets vs. participants
Compare Calvin University 403(b) Retirement Plan side-by-side with 3 peers →

Calvin University 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Michigan, the nearest Other by assets is La Salle University Defined Contribution and Tax-Deferred Annuity Plan in PA ($219M); by covered participants it is United Cerebral Palsy of Central Pennsylvania, Inc. 403(b) DC Plan in PA (696 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (697 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 Calvin University 403(b) Retirement Plan assets move in 2023? ▼
Calvin University 403(b) Retirement Plan grew at a solid clip - up 7.5% during 2023, from $204M to $219M. Reported net income was $15M.
How have Calvin University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calvin University's sponsor-wide assets grew 15.2%, from $204M to $235M.
Where does Calvin University 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Calvin University 403(b) Retirement Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Calvin University 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is La Salle University Defined Contribution and Tax-Deferred Annuity Plan in PA ($219M, 1,423 participants).
Which Other plans cover a similar participant headcount to Calvin University 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is United Cerebral Palsy of Central Pennsylvania, Inc. 403(b) DC Plan in PA (696 participants, $8M 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 383071514.

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.