Profit Sharing · DOL Form 5500 · 2023
Belhaven University Profit Sharing Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 332
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $82,864
- Avg per participant Below avg balance/head
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.
- #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.
- #2,333
- in Educational Services (3,735 peers)
- +17.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Belhaven University 403(b) Plan's outsized position by total assets
Belhaven University 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$27,510,915 Top 22% higher than 78% 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
Belhaven University 403(b) 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. Belhaven University 403(b) Plan sits mid-pack in the medium band (332 participants).
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.
Published 5500 schedule card
Filing strip 640303069 · Belhaven University PY 2023 · Profit Sharing
Belhaven University 403(b) Plan · $28M · 332 · 78th
- BOOK $28M
- VS-ST 332
- BOY 78th
- SCH Profit Sharing
- EBSA near Crown Mark Inc. Profit Sharing Plan
- PART ind #2333
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 Mississippi →
Belhaven University 403(b) Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Belhaven University plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 28.209268236894776% vs 2022
- 2024 filing year
| 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.
- 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
Belhaven University 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Mississippi, the nearest Profit Sharing by assets is Crown Mark Inc. Profit Sharing Plan in TX ($28M); by covered participants it is Christian Healthcare Ministries 403(b) Plan II in OH (332 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (332 participants); asset peers above are excluded.
- Christian Healthcare Ministries 403(b) Plan II (OH) 332 · 0 off
- Sheet Metal Workers Local 44 Annuity Fund (PA) 333 · 1 off
- Lifegift Organ Donation Center Defined Contribution Plan (TX) 331 · 1 off
- Community Action Partnership of Ramsey and Washington Counties Tax Sheltered Investment Program 403(b) Plan (MN) 333 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.