Profit Sharing · DOL Form 5500 · 2023
Belhaven University Profit Sharing Plan
Data updated 2026-08-11
- $28M
- Total assets
- 332
- Participants
- 78th
- Percentile by assets
- $82,864
- Avg per participant
Official DOL plan name: Belhaven University 403(b) Plan · Sponsored by Belhaven University · Mississippi · Educational Services
$28M in assets, 332 participants
Belhaven University's Belhaven University 403(b) Plan reported $28M in total assets and 332 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- 78th percentile by assets (of 127,072 plans)
- #2,333 in Educational Services (3,735 peers)
Where Belhaven University 403(b) Plan sits by assets
Belhaven University 403(b) Plan sits in the top quartile of all filed plans by assets, $28M for 332 participants (~$82,864/participant), up 17.1% in 2023.
- $28M
- total plan assets (2023 EOY)
- 332
- covered participants
- 78th
- percentile by assets (of 127,072 plans)
- $82,864
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Belhaven University 403(b) Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Belhaven University 403(b) Plan end-of-year assets rose from $23M in the plan year 2022 filing to $28M in the plan year 2023 filing.
- Belhaven University 403(b) Plan reported participants fell from 355 in the plan year 2022 filing to 332 in the plan year 2023 filing.
Belhaven University 403(b) Plan vs the 2023 asset distribution
By assets, Belhaven University 403(b) Plan outranks 78% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $4M |
| Employer EIN | 640303069 |
| Plan Effective Date | 1996-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Belhaven University)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 355 | $23M |
| 2023 | 1 | 332 | $28M |
| 2024 | 1 | 351 | $30M |
Nearby Profit Sharing Plans in Mississippi
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Belhaven University 403(b) Plan vs. nearby Profit Sharing plans in Mississippi, assets vs. participants
- North Mississippi Health Services Employer Savings Plan $335M · 7,302
- Anderson Regional Medical Center Retirement Savings Plan $32M · 1,515
- Institute of Community Services, Inc. Retirement Plan $20M · 783
- Radiology Associates of Oxford, P.a. Retirement Plan $15M · 6
- Golden Triangle Planning and Development District, Inc. Tax-Sheltered Annuity Plan $13M · 115
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Belhaven University 403(b) Plan by total assets, not by location.
- Crown Mark Inc. Profit Sharing Plan (TX) $28M · 84
- R.D.M. Electric Co., Inc. Profit Sharing Plan (CA) $27M · 200
- Barley Snyder Profit Sharing Plan (PA) $28M · 206
- Marana Health Center, Inc. 403b Plan (AZ) $28M · 725
Frequently Asked Questions
How did Belhaven University 403(b) Plan assets move in 2023? ▼
How have Belhaven University plan assets changed over time? ▼
Where does Belhaven University 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Belhaven University 403(b) Plan? ▼
Next read for Belhaven University 403(b) Plan
Scale reading
Ways to act on Belhaven University 403(b) Plan's numbers.
- By total assets, Belhaven University 403(b) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Mississippi. Compare plans
- Belhaven University's sponsor-wide assets have grown 28.2% since 2022 across 3 plan years on file. More Educational Services plans