Other · DOL Form 5500 · 2023
The Edison Institute Dba the Henry Ford Retirement Plan
Data updated 2026-08-25
- $36M
- Total assets Below avg plan size
- 568
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $63,408
- Avg per participant Low balance/head
Official DOL plan name: The Edison Institute 403(b) Tda Plan · Sponsored by The Edison Institute Dba the Henry Ford · Michigan · Other Services
$36M in assets, 568 participants
The Edison Institute Dba the Henry Ford's The Edison Institute 403(b) Tda Plan reported $36M in total assets and 568 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.
- #7,170 in Other Services (7,857 peers)
Where The Edison Institute 403(b) Tda Plan sits by assets
The Edison Institute 403(b) Tda Plan sits in the top quartile of all filed plans by assets, $36M for 568 participants (~$63,408/participant), up 21.0% in 2023.
- #7,170
- in Other Services (7,857 peers)
- +21.0%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
The Edison Institute 403(b) Tda Plan's outsized position by total assets
The Edison Institute 403(b) Tda Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$36,015,663 Top 18% higher than 82% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Edison Institute 403(b) Tda 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 Edison Institute 403(b) Tda Plan sits mid-pack in the medium band (568 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Edison Institute 403(b) Tda Plan reported net income rose from -$5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- The Edison Institute 403(b) Tda Plan end-of-year assets rose from $30M in the plan year 2022 filing to $36M in the plan year 2023 filing.
- The Edison Institute 403(b) Tda Plan reported participants fell from 625 in the plan year 2022 filing to 568 in the plan year 2023 filing.
DOL schedule card
Filing strip 381359513 · The Edison Institute Dba the Henry Ford PY 2023 · Other
The Edison Institute 403(b) Tda Plan · $36M · 568 · 82nd
- TYPE $36M
- NET 568
- BOOK 82nd
- VS-ST Other
- BOY near The Parish Episcopal School 403(b) DC Plan and Parish Episcopal School 403(b) Tda Plan
- SCH ind #7170
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 Other Services retirement plans → · Plans in Michigan →
The Edison Institute 403(b) Tda Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | $6M |
| Employer EIN | 381359513 |
| Plan Effective Date | 2003-02-12 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Edison Institute Dba the Henry Ford)
Sponsor-wide plan assets over time
All The Edison Institute Dba the Henry Ford plans reported in each filing year
- Latest sponsor-wide plan assets
- $41M 38.182361602555325% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 625 | $30M |
| 2023 | 1 | 568 | $36M |
| 2024 | 1 | 597 | $41M |
Nearby Other Plans in Michigan
Peer Other plans, same state, same plan type, ranked by total assets.
- Fca US LLC Salaried Employees' Savings Plan $4.8B · 16,630
- Fca US LLC UAW Savings Plan $4.7B · 49,473
- Beaumont Health 403(b) Retirement Savings Plan $2.6B · 33,717
- Henry Ford Health System Heritage 403(b) Plan $1.3B · 15,298
- Bronson Healthcare Group, Inc. 403(b) Tax Sheltered Matching Plan $1.0B · 8,357
The Edison Institute 403(b) Tda Plan's out-of-state Other peers by assets and headcount
Outside Michigan, the nearest Other by assets is The Parish Episcopal School 403(b) DC Plan and Parish Episcopal School 403(b) Tda Plan in TX ($36M); by covered participants it is La Clinica De Familia, Inc. 401(k) Employee's Retirment Plan & Trust in NM (568 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($36M here).
Similar participant headcount
Nearest other-state filings by covered participants (568 participants); asset peers above are excluded.
- La Clinica De Familia, Inc. 401(k) Employee's Retirment Plan & Trust (NM) 568 · 0 off
- Local Initiatives Support Corporation Tax Sheltered Annuity Plan (NY) 568 · 0 off
- Lindenwood University Defined Contribution and Tax Deferred Annuity Plan (MO) 568 · 0 off
- 403(b) Thrift Plan of Catholic Charities, Inc. - Archdiocese of Hartford (CT) 568 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.