Other · DOL Form 5500 · 2023

Kalamazoo College Retirement Plan

Data updated 2026-08-25

$126M
Total assets Near avg plan size
364
Participants Below avg headcount
93rd
Percentile by assets National rank
$345,499
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kalamazoo College Defined Contribution Retirement Plan · Sponsored by Kalamazoo College · Michigan · Educational Services

$126M in assets, 364 participants

Kalamazoo College's Kalamazoo College Defined Contribution Retirement Plan reported $126M in total assets and 364 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #3,266 in Educational Services (3,735 peers)

Where Kalamazoo College Defined Contribution Retirement Plan sits by assets

Kalamazoo College Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $126M for 364 participants (~$345,499/participant), up 9.8% in 2023.

#3,266
in Educational Services (3,735 peers)
+9.8%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Kalamazoo College Defined Contribution Retirement Plan's outsized position by total assets

Kalamazoo College Defined Contribution Retirement Plan vs every filed plan by assets

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

$125,761,655 Top 7% higher than 93% 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

Kalamazoo College Defined Contribution Retirement 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. Kalamazoo College Defined Contribution Retirement Plan sits mid-pack in the medium band (364 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kalamazoo College Defined Contribution Retirement Plan reported net income rose from -$18M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Kalamazoo College Defined Contribution Retirement Plan end-of-year assets rose from $115M in the plan year 2022 filing to $126M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 381358014 · Kalamazoo College PY 2023 · Other

Kalamazoo College Defined Contribution Retirement Plan · $126M · 364 · 93rd

  • BOY $126M
  • BOY 364
  • BOY 93rd
  • BOY Other
  • BOY near Defender Association of Philadelphia Tax Deferred Annuity Plan
  • BOY ind #3266

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 →

Kalamazoo College Defined Contribution Retirement Plan in the asset neighbourhood

Kalamazoo College Defined Contribution Retirement PlanKalamazoo College Defined Co…$126MDefender Association of Philadelphia Tax Deferred Annuity PlanDefender Association of Phil…$126MSchulte Roth & Zabel LLP Supplemental Retirement PlanSchulte Roth & Zabel LLP Sup…$126MUniversities Space Research Association 403(b) Retirement PlanUniversities Space Research …$126MSaint Anselm College Defined Contribution Retirement PlanSaint Anselm College Defined…$126M
End-of-year total assets ($M) among Kalamazoo College Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$115M
Net Assets (End of Year)$126M
Net Income$11M
Employer EIN381358014
Plan Effective Date1944-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kalamazoo College)

Sponsor-wide plan assets over time

All Kalamazoo College plans reported in each filing year

Latest sponsor-wide plan assets
$133M 15.809005080749833% vs 2022
2024 filing year
$110M$120M$130M$140M 202220232024 $115M $133M ▲ +15.8%
Year Plans Participants Total Assets
2022 1 364 $115M
2023 1 364 $126M
2024 1 369 $133M

Nearby Other Plans in Michigan

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

Kalamazoo College Defined Contribution Retirement Plan vs. nearby Other plans in Michigan, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Kalamazoo College Defined Contribution Retirement Plan, Total assets ($B): 0.125761655 · Participants: 364Kalamazoo College Defined Contribution Retirement 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
Kalamazoo College Defined Contribution Retirement Plan vs. nearby Other plans in Michigan, assets vs. participants
Compare Kalamazoo College Defined Contribution Retirement Plan side-by-side with 3 peers →

Kalamazoo College Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Michigan, the nearest Other by assets is Defender Association of Philadelphia Tax Deferred Annuity Plan in PA ($126M); by covered participants it is Lebanon Valley College Defined Contribution Plan in PA (364 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (364 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 Kalamazoo College Defined Contribution Retirement Plan assets move in 2023? ▼
Kalamazoo College Defined Contribution Retirement Plan grew at a solid clip - up 9.8% during 2023, from $115M to $126M. Reported net income was $11M.
How have Kalamazoo College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kalamazoo College's sponsor-wide assets grew 15.8%, from $115M to $133M.
Where does Kalamazoo College Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Kalamazoo College Defined Contribution Retirement Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Kalamazoo College Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Defender Association of Philadelphia Tax Deferred Annuity Plan in PA ($126M, 632 participants).
Which Other plans cover a similar participant headcount to Kalamazoo College Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Lebanon Valley College Defined Contribution Plan in PA (364 participants, $113M 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 381358014.

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.