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
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
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.
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 EIN | 381360419 |
| Plan Effective Date | 1971-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (W.E. Upjohn Institute for Employment Research)
| 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
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? ▼
How have W.E. Upjohn Institute for Employment Research plan assets changed over time? ▼
Where does W.E. Upjohn Institute for Employment Research 403(b) DC Plan rank by assets among Form 5500 filers? ▼
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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