Other · DOL Form 5500 · 2023

Hope College Retirement Plan

Data updated 2026-08-11

$196M
Total assets
1,050
Participants
95th
Percentile by assets
$186,244
Avg per participant
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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.

  • 95th percentile by assets (of 127,072 plans)
  • #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.

$196M
total plan assets (2023 EOY)
1,050
covered participants
95th
percentile by assets (of 127,072 plans)
$186,244
avg assets per participant

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 →

Hope College Invest Plan vs the 2023 asset distribution

By assets, Hope College Invest Plan outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.0x the national average plan size of $100M (721 average participants).

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)

$170M$180M$190M$200M$210M$220M 202220232024 $182M $207M ▲ +14.3%
Total plan assets by year, all Hope College plans on file
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

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 …Fca US LLC Salaried …Fca US LLC UAW Savin…Beaumont Health 403(…Henry Ford Health Sy…Bronson Healthcare G…
Hope College Invest Plan vs. nearby Other plans in Michigan, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Hope College Invest Plan by total assets, not by location.

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).

Scale reading

Ways to act on Hope College Invest Plan's numbers.