Other · DOL Form 5500 · 2023

W.E. Upjohn Institute for Employment Research Retirement Plan

Data updated 2026-08-11

$46M
Total assets
104
Participants
85th
Percentile by assets
$444,755
Avg per participant
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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.

  • 85th percentile by assets (of 127,072 plans)
  • #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.

$46M
total plan assets (2023 EOY)
104
covered participants
85th
percentile by assets (of 127,072 plans)
$444,755
avg assets per participant

Where W.E. Upjohn Institute for Employment Research 403(b) DC Plan sits 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

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

State
Michigan
Industry
Educational Services

Participants vs Michigan filers

In Michigan, the average filing covers about 638 participants across 4,220 plans. W.E. Upjohn Institute for Employment Research 403(b) DC Plan reports 104 participants - about 16% of that state average ($46M EOY assets).

Michigan filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$46M
Net Income$6M
Employer EIN381360419
Plan Effective Date1971-01-01
Filing StatusFILING RECEIVED

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

$35M$40M$45M$50M$55M 202220232024 $40.4M $50.3M ▲ +24.5%
Total plan assets by year, all W.E. Upjohn Institute for Employment Research plans on file
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 Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants W.E. Upjohn Institut…, Total assets ($B): 0.046254507 · Participants: 104W.E. Upjohn Institut…Fca US LLC Salaried …, Total assets ($B): 4.820440935 · Participants: 16630Fca US LLC Salaried …Fca US LLC UAW Savin…, Total assets ($B): 4.690971139 · Participants: 49473Fca US LLC UAW Savin…Beaumont Health 403(…, Total assets ($B): 2.628827189 · Participants: 33717Beaumont Health 403(…Henry Ford Health Sy…, Total assets ($B): 1.284257295 · Participants: 15298Henry Ford Health Sy…Bronson Healthcare G…, Total assets ($B): 1.034484808 · Participants: 8357Bronson Healthcare G…
W.E. Upjohn Institute for Employment Research 403(b) DC Plan vs. nearby Other plans in Michigan, assets vs. participants
Compare W.E. Upjohn Institute for Employment Res… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to W.E. Upjohn Institute for Employment Research 403(b) DC Plan by total assets, not by location.

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).

Next read for W.E. Upjohn Institute for Employment Res…

Filing takeaways

Ways to act on W.E. Upjohn Institute for Employment Research 403(b) DC Plan's numbers.

  • By total assets, W.E. Upjohn Institute for Employment Research 403(b) DC Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in Michigan. Compare plans
  • W.E. Upjohn Institute for Employment Research's sponsor-wide assets have grown 24.5% since 2022 across 3 plan years on file. More Educational Services plans

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.

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.