Other · DOL Form 5500 · 2023
Davenport University Retirement Plan
Data updated 2026-08-25
- $164M
- Total assets Near avg plan size
- 1,078
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $152,068
- Avg per participant Above avg balance/head
Official DOL plan name: Davenport University Retirement Plan · Sponsored by Davenport University · Michigan · Educational Services
$164M in assets, 1,078 participants
Davenport University's Davenport University Retirement Plan reported $164M in total assets and 1,078 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #3,352 in Educational Services (3,735 peers)
Where Davenport University Retirement Plan sits by assets
Davenport University Retirement Plan sits in the top 10% of all filed plans by assets, $164M for 1,078 participants (~$152,068/participant), up 6.3% in 2023.
- #3,352
- in Educational Services (3,735 peers)
- +6.3%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Davenport University Retirement Plan's outsized position by total assets
Davenport University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$163,929,425 Top 6% higher than 94% 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
Davenport University Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Davenport University Retirement Plan lands in the large band (1,078 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Davenport University Retirement Plan reported net income rose from -$27M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Davenport University Retirement Plan reported participants fell from 1,214 in the plan year 2022 filing to 1,078 in the plan year 2023 filing.
- Davenport University Retirement Plan end-of-year assets rose from $154M in the plan year 2022 filing to $164M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 381945965 · Davenport University PY 2023 · Other
Davenport University Retirement Plan · $164M · 1,078 · 94th
- BOY $164M
- BOY 1,078
- BOY 94th
- BOY Other
- BOY near Regis University Defined Contribution Plan
- BOY ind #3352
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 →
Davenport University Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $154M |
|---|---|
| Net Assets (End of Year) | $164M |
| Net Income | $10M |
| Employer EIN | 381945965 |
| Plan Effective Date | 1964-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Davenport University)
Sponsor-wide plan assets over time
All Davenport University plans reported in each filing year
- Latest sponsor-wide plan assets
- $164M 6.493591810086332% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,214 | $154M |
| 2023 | 1 | 1,078 | $164M |
| 2024 | 1 | 1,328 | $164M |
Nearby Other Plans in Michigan
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
Davenport University Retirement Plan's out-of-state Other peers by assets and headcount
Outside Michigan, the nearest Other by assets is Regis University Defined Contribution Plan in CO ($164M); by covered participants it is The Harker School 403(b) Tax-Deferred Annuity Plan in CA (1,077 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($164M here).
- Regis University Defined Contribution Plan (CO) $164M · 1,329
- Banner Health Employees 403(b) Plan (AZ) $164M · 11,018
- Muhlenberg College Defined Contribution Plan (PA) $163M · 604
- Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan (VA) $163M · 600
Similar participant headcount
Nearest other-state filings by covered participants (1,078 participants); asset peers above are excluded.
- The Harker School 403(b) Tax-Deferred Annuity Plan (CA) 1,077 · 1 off
- University of New England Defined Contribution Plan (ME) 1,077 · 1 off
- Neighborhood Healthcare 403(b) Retirement Plan (CA) 1,077 · 1 off
- Frontier Health Tax Deferred Annuity Plan (TN) 1,077 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.