Other · DOL Form 5500 · 2023

Spring Arbor University Retirement Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
430
Participants Below avg headcount
87th
Percentile by assets National rank
$134,828
Avg per participant Near avg balance/head
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Official DOL plan name: Spring Arbor University DC Retirement Plan · Sponsored by Spring Arbor University · Michigan · Educational Services

$58M in assets, 430 participants

Spring Arbor University's Spring Arbor University DC Retirement Plan reported $58M in total assets and 430 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #2,858 in Educational Services (3,735 peers)

Where Spring Arbor University DC Retirement Plan sits by assets

Spring Arbor University DC Retirement Plan sits in the top quartile of all filed plans by assets, $58M for 430 participants (~$134,828/participant), up 7.2% in 2023.

#2,858
in Educational Services (3,735 peers)
+7.2%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Spring Arbor University DC Retirement Plan's outsized position by total assets

Spring Arbor University DC Retirement Plan vs every filed plan by assets

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

$57,976,254 Top 13% higher than 87% 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

Spring Arbor University DC 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. Spring Arbor University DC Retirement Plan sits mid-pack in the medium band (430 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Spring Arbor University DC Retirement Plan reported net income rose from -$9M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Spring Arbor University DC Retirement Plan end-of-year assets rose from $54M in the plan year 2022 filing to $58M in the plan year 2023 filing.
  • Spring Arbor University DC Retirement Plan reported participants rose from 422 in the plan year 2022 filing to 430 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 381359569 · Spring Arbor University PY 2023 · Other

Spring Arbor University DC Retirement Plan · $58M · 430 · 87th

  • BOY $58M
  • BOY 430
  • BOY 87th
  • BOY Other
  • BOY near Covenant House Savings and Retirement Plan
  • BOY ind #2858

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 →

Spring Arbor University DC Retirement Plan in the asset neighbourhood

The Rensselaer Polytechnic Institute Defined Contribution Retirement Plan for Employee ContributionsThe Rensselaer Polytechnic I…$58MRetirement Plan for Employees of Lenoir-Rhyne UniversityRetirement Plan for Employee…$58MSpring Arbor University DC Retirement PlanSpring Arbor University DC R…$58MCovenant House Savings and Retirement PlanCovenant House Savings and R…$58MCommunity Hospital 403(b) PlanCommunity Hospital 403(b) Pl…$58M
End-of-year total assets ($M) among Spring Arbor University DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$58M
Net Income$4M
Employer EIN381359569
Plan Effective Date1964-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Spring Arbor University)

Sponsor-wide plan assets over time

All Spring Arbor University plans reported in each filing year

Latest sponsor-wide plan assets
$61M 12.515218773710544% vs 2022
2024 filing year
$50M$55M$60M$65M 202220232024 $54.1M $60.8M ▲ +12.5%
Year Plans Participants Total Assets
2022 1 422 $54M
2023 1 430 $58M
2024 1 427 $61M

Nearby Other Plans in Michigan

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

Spring Arbor University DC Retirement Plan vs. nearby Other plans in Michigan, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Spring Arbor University DC Retirement Plan, Total assets ($B): 0.057976254 · Participants: 430Spring Arbor University DC 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
Spring Arbor University DC Retirement Plan vs. nearby Other plans in Michigan, assets vs. participants
Compare Spring Arbor University DC Retirement Plan side-by-side with 3 peers →

Spring Arbor University DC Retirement Plan's out-of-state Other peers by assets and headcount

Outside Michigan, the nearest Other by assets is Covenant House Savings and Retirement Plan in NY ($58M); by covered participants it is The New England Center for Children, Inc. Tax Deferred Annuity Plan in MA (430 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (430 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 Spring Arbor University DC Retirement Plan assets move in 2023? ▼
Spring Arbor University DC Retirement Plan grew at a solid clip - up 7.2% during 2023, from $54M to $58M. Reported net income was $4M.
How have Spring Arbor University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spring Arbor University's sponsor-wide assets grew 12.5%, from $54M to $61M.
Where does Spring Arbor University DC Retirement Plan rank by assets among Form 5500 filers? ▼
Spring Arbor University DC Retirement Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Spring Arbor University DC Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Covenant House Savings and Retirement Plan in NY ($58M, 1,433 participants).
Which Other plans cover a similar participant headcount to Spring Arbor University DC Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The New England Center for Children, Inc. Tax Deferred Annuity Plan in MA (430 participants, $22M 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 381359569.

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.