Other · DOL Form 5500 · 2023

Hope College Retirement Plan

Data updated 2026-08-25

$196M
Total assets Near avg plan size
1,050
Participants Near avg headcount
95th
Percentile by assets National rank
$186,244
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hope College Invest Plan · Sponsored by Hope College · Michigan · Educational Services

$196M in assets, 1,050 participants

Hope College's Hope College Invest Plan reported $196M in total assets and 1,050 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #3,407 in Educational Services (3,735 peers)

Where Hope College Invest Plan sits by assets

Hope College Invest Plan sits in the top 5% of all filed plans by assets, $196M for 1,050 participants (~$186,244/participant), up 7.7% in 2023.

#3,407
in Educational Services (3,735 peers)
+7.7%
assets growth YoY
2.0×
vs typical plan assets (national mean)

Hope College Invest Plan's outsized position by total assets

Hope College Invest Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$195,556,272 Top 5% higher than 95% of 127,068 filed plans

This plan $0 $2,050,000,000 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

Hope College Invest 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. Hope College Invest Plan lands in the large band (1,050 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hope College Invest Plan reported net income rose from -$41M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Hope College Invest Plan end-of-year assets rose from $182M in the plan year 2022 filing to $196M in the plan year 2023 filing.
  • Hope College Invest Plan reported participants rose from 999 in the plan year 2022 filing to 1,050 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 381381271 · Hope College PY 2023 · Other

Hope College Invest Plan · $196M · 1,050 · 95th

  • PART $196M
  • PART 1,050
  • PART 95th
  • PART Other
  • PART near Rollins College Retirement Plan
  • PART ind #3407

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 →

Hope College Invest Plan in the asset neighbourhood

Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity PlanSanford Burnham Prebys Medic…$196MRollins College Retirement PlanRollins College Retirement P…$196MHope College Invest Plan$196MOlathe Health System, Inc. Tsa Retirement PlanOlathe Health System, Inc. T…$195MThe 403(b) Plan for the Employees of Central Maine HealthcareThe 403(b) Plan for the Empl…$195M
End-of-year total assets ($M) among Hope College Invest Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$182M
Net Assets (End of Year)$196M
Net Income$14M
Employer EIN381381271
Plan Effective Date1966-10-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Hope College)

Sponsor-wide plan assets over time

All Hope College plans reported in each filing year

Latest sponsor-wide plan assets
$207M 14.29848534718273% vs 2022
2024 filing year
$170M$180M$190M$200M$210M$220M 202220232024 $182M $207M ▲ +14.3%
Year Plans Participants Total Assets
2022 1 999 $182M
2023 1 1,050 $196M
2024 1 1,022 $207M

Nearby Other Plans in Michigan

Peer Other plans, same state, same plan type, ranked by total assets.

Hope College Invest Plan vs. nearby Other plans in Michigan, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Hope College Invest Plan, Total assets ($B): 0.195556272 · Participants: 1050Hope College Invest PlanFca US LLC Salaried Employees' Savings Plan, Total assets ($B): 4.820440935 · Participants: 16630Fca US LLC Salaried Employees' Savings PlanFca US LLC UAW Savings Plan, Total assets ($B): 4.690971139 · Participants: 49473Fca US LLC UAW Savings PlanBeaumont Health 403(b) Retirement Savings Plan, Total assets ($B): 2.628827189 · Participants: 33717Beaumont Health 403(b) Retirement Savings PlanHenry Ford Health System Heritage 403(b) Plan, Total assets ($B): 1.284257295 · Participants: 15298Henry Ford Health System Heritage 403(b) PlanBronson Healthcare Group, Inc. 403(b) Tax Sheltered Matching Plan, Total assets ($B): 1.034484808 · Participants: 8357Bronson Healthcare Group, Inc. 403(b) Tax Sheltered Matching Plan
Hope College Invest Plan vs. nearby Other plans in Michigan, assets vs. participants
Compare Hope College Invest Plan side-by-side with 3 peers →

Hope College Invest Plan's out-of-state Other peers by assets and headcount

Outside Michigan, the nearest Other by assets is Rollins College Retirement Plan in FL ($196M); by covered participants it is Goodwill Industries of Middle Tennessee Retirement Plan in TN (1,050 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,050 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hope College Invest Plan assets move in 2023? ▼
Hope College Invest Plan grew at a solid clip - up 7.7% during 2023, from $182M to $196M. Reported net income was $14M.
How have Hope College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hope College's sponsor-wide assets grew 14.3%, from $182M to $207M.
Where does Hope College Invest Plan rank by assets among Form 5500 filers? ▼
Hope College Invest Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Hope College Invest Plan? ▼
Among Other plans in other states, the closest by assets is Rollins College Retirement Plan in FL ($196M, 2,372 participants).
Which Other plans cover a similar participant headcount to Hope College Invest Plan? ▼
Among Other plans in other states, the closest by covered participants is Goodwill Industries of Middle Tennessee Retirement Plan in TN (1,050 participants, $8M in assets).

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 381381271.

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.