Other · DOL Form 5500 · 2023
Calumet College of Saint Joseph Retirement Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 241
- Participants Below avg headcount
- 69th
- Percentile by assets National rank
- $69,586
- Avg per participant Below avg balance/head
Official DOL plan name: Calumet College of Saint Joseph 403(b) DC Plan · Sponsored by Calumet College of Saint Joseph · Indiana · Educational Services
$17M in assets, 241 participants
Calumet College of Saint Joseph's Calumet College of Saint Joseph 403(b) DC Plan reported $17M in total assets and 241 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.
- #1,939 in Educational Services (3,735 peers)
Coverage in Indiana
Calumet College of Saint Joseph 403(b) DC Plan covers 241 participants in Indiana, about 45% of the average Indiana filer (state average ~541 per filing). Assets: $17M.
- #1,939
- in Educational Services (3,735 peers)
- +8.4%
- assets growth YoY
Calumet College of Saint Joseph 403(b) DC Plan's outsized position by total assets
Calumet College of Saint Joseph 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,770,191 Top 31% higher than 69% 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
Calumet College of Saint Joseph 403(b) DC 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. Calumet College of Saint Joseph 403(b) DC Plan sits mid-pack in the medium band (241 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Calumet College of Saint Joseph 403(b) DC Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Calumet College of Saint Joseph 403(b) DC Plan reported participants rose from 216 in the plan year 2022 filing to 241 in the plan year 2023 filing.
- Calumet College of Saint Joseph 403(b) DC Plan end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 351087173 · Calumet College of Saint Joseph PY 2023 · Other
Calumet College of Saint Joseph 403(b) DC Plan · $17M · 241 · 69th
- VS-ST $17M
- BOY 241
- SCH 69th
- EBSA Other
- PART near Center for Energy and Environment Tax Deferred Annuity Plan
- TYPE ind #1939
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 Indiana →
Calumet College of Saint Joseph 403(b) DC Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $1M |
| Employer EIN | 351087173 |
| Plan Effective Date | 1964-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Calumet College of Saint Joseph)
Sponsor-wide plan assets over time
All Calumet College of Saint Joseph plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 10.838891553710397% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 216 | $15M |
| 2023 | 1 | 241 | $17M |
| 2024 | 1 | 259 | $17M |
Nearby Other Plans in Indiana
Peer Other plans, same state, same plan type, ranked by total assets.
- Parkview Health System, Inc. 403(b) Plan $787M · 16,096
- Beacon Retirement Savings 403(b) Plan $603M · 7,172
- Ici Multiple Employer Plan $449M · 2,656
- Community Foundation of Northwest Indiana 403(b) Retirement Plan $391M · 7,567
- Butler University Retirement Plan $343M · 3,137
Calumet College of Saint Joseph 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Indiana, the nearest Other by assets is Center for Energy and Environment Tax Deferred Annuity Plan in MN ($17M); by covered participants it is Clark Retirement Community 403(b) Savings & in MI (241 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (241 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.