Other · DOL Form 5500 · 2023

W.E. Upjohn Institute for Employment Research Retirement Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size: 104
Participants Small participant base: 85th
Percentile by assets National rank: $444,755
Avg per participant High balance/head

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Official DOL plan name: W.E. Upjohn Institute for Employment Research 403(b) DC Plan · Sponsored by W.E. Upjohn Institute for Employment Research · Michigan · Educational Services

$46M in assets, 104 participants

W.E. Upjohn Institute for Employment Research's W.E. Upjohn Institute for Employment Research 403(b) DC Plan reported $46M in total assets and 104 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

#2,724 in Educational Services (3,735 peers)

Coverage in Michigan

W.E. Upjohn Institute for Employment Research 403(b) DC Plan covers 104 participants in Michigan, about 16% of the average Michigan filer (state average ~638 per filing). Assets: $46M.

#2,724
in Educational Services (3,735 peers): +14.5%
assets growth YoY: 0.5×
vs typical plan assets (national mean)

W.E. Upjohn Institute for Employment Research 403(b) DC Plan's outsized position by total assets

W.E. Upjohn Institute for Employment Research 403(b) DC Plan vs every filed plan by assets

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

$46,254,507 Top 15% higher than 85% 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

W.E. Upjohn Institute for Employment Research 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. W.E. Upjohn Institute for Employment Research 403(b) DC Plan sits mid-pack in the medium band (104 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%)

W.E. Upjohn Institute for Employment Research 403(b) DC Plan reported net income rose from -$5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
W.E. Upjohn Institute for Employment Research 403(b) DC Plan end-of-year assets rose from $40M in the plan year 2022 filing to $46M in the plan year 2023 filing.
W.E. Upjohn Institute for Employment Research 403(b) DC Plan reported participants rose from 95 in the plan year 2022 filing to 104 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 381360419 · W.E. Upjohn Institute for Employment Research PY 2023 · Other

W.E. Upjohn Institute for Employment Research 403(b) DC Plan · $46M · 104 · 85th

IND $46M
IND 104
IND 85th
IND Other
IND near 403(b) Retirement Plan for Ighl & Cdd
IND ind #2724

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 →

End-of-year total assets ($M) among W.E. Upjohn Institute for Employment Research 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)	$40M
Net Assets (End of Year)	$46M
Net Income	$6M
Employer EIN	381360419
Plan Effective Date	1971-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (W.E. Upjohn Institute for Employment Research)

Latest sponsor-wide plan assets: $50M 24.48327660311012% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	95	$40M
2023	1	104	$46M
2024	1	111	$50M

Nearby Other Plans in Michigan

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

W.E. Upjohn Institute for Employment Research 403(b) DC 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 W.E. Upjohn Institute for Employment Research 403(b) DC Plan side-by-side with 3 peers →

W.E. Upjohn Institute for Employment Research 403(b) DC Plan's out-of-state Other peers by assets and headcount

Outside Michigan, the nearest Other by assets is 403(b) Retirement Plan for Ighl & Cdd in NY ($46M); by covered participants it is Mayfield Junior School of the Holy Child Jesus Defined Contribution Retirement Plan in CA (104 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($46M here).

403(b) Retirement Plan for Ighl & Cdd (NY) $46M · 2,362
Brooklyn Defender Services 2014 403b Plan (NY) $46M · 530
Action for Boston Community Development Tax-Sheltered Annuity Plan (MA) $46M · 761
National Center for Missing and Exploited Children 403(b) Plan (VA) $46M · 368

Similar participant headcount

Nearest other-state filings by covered participants (104 participants); asset peers above are excluded.

Mayfield Junior School of the Holy Child Jesus Defined Contribution Retirement Plan (CA) 104 · 0 off
Buffalo Bill Historical Center Tda (WY) 104 · 0 off
Buffalo Bill Historical Center 403(b) DC Plan (WY) 104 · 0 off
Safe-Harbor 403(b) Thrift Plan for Employees of Mcnay Art Museum (TX) 104 · 0 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 W.E. Upjohn Institute for Employment Research 403(b) DC Plan assets move in 2023? ▼

W.E. Upjohn Institute for Employment Research 403(b) DC Plan grew at a solid clip - up 14.5% during 2023, from $40M to $46M. Reported net income was $6M.

How have W.E. Upjohn Institute for Employment Research plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), W.E. Upjohn Institute for Employment Research's sponsor-wide assets grew 24.5%, from $40M to $50M.

Where does W.E. Upjohn Institute for Employment Research 403(b) DC Plan rank by assets among Form 5500 filers? ▼

W.E. Upjohn Institute for Employment Research 403(b) DC Plan ranks in the 85th 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 W.E. Upjohn Institute for Employment Research 403(b) DC Plan? ▼

Among Other plans in other states, the closest by assets is 403(b) Retirement Plan for Ighl & Cdd in NY ($46M, 2,362 participants).

Which Other plans cover a similar participant headcount to W.E. Upjohn Institute for Employment Research 403(b) DC Plan? ▼

Among Other plans in other states, the closest by covered participants is Mayfield Junior School of the Holy Child Jesus Defined Contribution Retirement Plan in CA (104 participants, $24M 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 381360419.