Other · DOL Form 5500 · 2023

Baruch Sls Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 998
Participants Near avg headcount: 46th
Percentile by assets National rank: $5,419
Avg per participant Low balance/head

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Official DOL plan name: Baruch 403(b) Plan · Sponsored by Baruch Sls · Michigan · Healthcare & Social Assistance

$5M in assets, 998 participants

Baruch Sls's Baruch 403(b) Plan reported $5M in total assets and 998 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

#8,868 in Healthcare & Social Assistance (17,684 peers)

Baruch Sls multi-year trail

Baruch Sls's plans moved +33.7% in assets from 2022 to 2024; this filing shows Baruch 403(b) Plan at $5M / 998 participants.

#8,868
in Healthcare & Social Assistance (17,684 peers): +22.0%
assets growth YoY

Baruch 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Baruch 403(b) Plan vs every filed plan by assets

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

$5,408,174 46th percentile higher than 46% 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

Baruch 403(b) 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. Baruch 403(b) Plan sits mid-pack in the medium band (998 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Baruch 403(b) Plan reported net income rose from -$919K in the plan year 2022 filing to $976K in the plan year 2023 filing.
Baruch 403(b) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Baruch 403(b) Plan reported participants rose from 909 in the plan year 2022 filing to 998 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 383375365 · Baruch Sls PY 2023 · Other

Baruch 403(b) Plan · $5M · 998 · 46th

VS-ST $5M
BOY 998
SCH 46th
EBSA Other
PART near The Redwoods 403(b) Retirement Plan
TYPE ind #8868

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 →

End-of-year total assets ($M) among Baruch 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Baruch Sls multi-year asset trail

Latest sponsor-wide plan assets: $6M 33.69803354721569% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	909	$4M
2023	1	998	$5M
2024	1	1,054	$6M

Baruch Sls filing trail (2023)

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$5M
Net Income	$976K
Employer EIN	383375365
Plan Effective Date	2016-01-01
Filing Status	FILING RECEIVED

Nearby Other Plans in Michigan

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

Baruch 403(b) Plan vs. nearby Other plans in Michigan, assets vs. participants

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

Compare Baruch 403(b) Plan side-by-side with 3 peers →

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

Outside Michigan, the nearest Other by assets is The Redwoods 403(b) Retirement Plan in CA ($5M); by covered participants it is Northeast Valley Health Corporation 403(b) Plan in CA (998 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

The Redwoods 403(b) Retirement Plan (CA) $5M · 144
C.E.F.S. Economic Opportunity Corporation Plan (IL) $5M · 237
Youth and Family Alternatives, Inc. Defined Contribution Retirement Plan (FL) $5M · 344
Annapolis Life Care, Inc. Dba Ginger Cove Internal Revenue Code Section (MD) $5M · 239

Similar participant headcount

Nearest other-state filings by covered participants (998 participants); asset peers above are excluded.

Northeast Valley Health Corporation 403(b) Plan (CA) 998 · 0 off
Colgate University Defined Contribution Retirement (NY) 997 · 1 off
The University of Tampa Defined Contribution Retirement Plan (FL) 997 · 1 off
Fairleigh Dickinson University Defined Contribution Plan (NJ) 1,000 · 2 off

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 Baruch 403(b) Plan assets move in 2023? ▼

Baruch 403(b) Plan grew sharply - up 22.0% during 2023, from $4M to $5M. Reported net income was $976K.

How have Baruch Sls plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Baruch Sls's sponsor-wide assets grew 33.7%, from $4M to $6M.

Which Other plans are similar in size to Baruch 403(b) Plan? ▼

Among Other plans in other states, the closest by assets is The Redwoods 403(b) Retirement Plan in CA ($5M, 144 participants).

Which Other plans cover a similar participant headcount to Baruch 403(b) Plan? ▼

Among Other plans in other states, the closest by covered participants is Northeast Valley Health Corporation 403(b) Plan in CA (998 participants, $84M 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 383375365.