401(k) · DOL Form 5500 · 2023

Reformed Theological Seminary 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
177
Participants Small participant base
70th
Percentile by assets National rank
$99,955
Avg per participant Below avg balance/head
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Official DOL plan name: Reformed Theological Seminary Retirement Plan · Sponsored by Reformed Theological Seminary · Mississippi · Educational Services

$18M in assets, 177 participants

Reformed Theological Seminary's Reformed Theological Seminary Retirement Plan reported $18M in total assets and 177 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #1,978 in Educational Services (3,735 peers)

Coverage in Mississippi

Reformed Theological Seminary Retirement Plan covers 177 participants in Mississippi, about 48% of the average Mississippi filer (state average ~366 per filing). Assets: $18M.

#1,978
in Educational Services (3,735 peers)
-1.5%
assets change YoY

The plan reported a net loss of $276K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Reformed Theological Seminary Retirement Plan's outsized position by total assets

Reformed Theological Seminary Retirement Plan vs every filed plan by assets

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

$17,691,999 Top 30% higher than 70% 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

Reformed Theological Seminary 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. Reformed Theological Seminary Retirement Plan sits mid-pack in the medium band (177 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Reformed Theological Seminary Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to -$276K in the plan year 2023 filing.
  • Reformed Theological Seminary Retirement Plan reported participants fell from 187 in the plan year 2022 filing to 177 in the plan year 2023 filing.
  • Reformed Theological Seminary Retirement Plan end-of-year assets fell from $18M in the plan year 2022 filing to $18M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 640428676 · Reformed Theological Seminary PY 2023 · 401(k)

Reformed Theological Seminary Retirement Plan · $18M · 177 · 70th

  • ASSETS $18M
  • ASSETS 177
  • ASSETS 70th
  • ASSETS 401(k)
  • ASSETS near Calvert Systems Engineering, Inc 401(k) Plan
  • ASSETS ind #1978

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 →

Reformed Theological Seminary Retirement Plan in the asset neighbourhood

Reformed Theological Seminary Retirement PlanReformed Theological Seminar…$18MCalvert Systems Engineering, Inc 401(k) PlanCalvert Systems Engineering,…$18MPrima Medical Group Inc. 401(k) Profit Sharing Plan and TrustPrima Medical Group Inc. 401…$18MDynax America 401(k) Plan$18MUS Healthvest Group 401(k) PlanUS Healthvest Group 401(k) P…$18M
End-of-year total assets ($M) among Reformed Theological Seminary Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mississippi filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$18M
Net Income-$276K
Employer EIN640428676
Plan Effective Date1979-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Reformed Theological Seminary)

Sponsor-wide plan assets over time

All Reformed Theological Seminary plans reported in each filing year

Latest sponsor-wide plan assets
$19M 4.224256554756115% vs 2022
2024 filing year
$17.5M$18M$18.5M$19M 202220232024 $18M $18.7M ▲ +4.2%
Year Plans Participants Total Assets
2022 1 187 $18M
2023 1 177 $18M
2024 1 170 $19M

Nearby 401(k) Plans in Mississippi

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Reformed Theological Seminary Retirement Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Reformed Theological Seminary Retirement Plan, Total assets ($M): 17.691999 · Participants: 177Reformed Theological Seminary Retirement PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 797.339076 · Participants: 6578Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 651.370894 · Participants: 3214Ergon 401(k) PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 542.54732 · Participants: 3545Hancock Whitney Corporation 401(k) Savings PlanV2x 401(k) Retirement Plan, Total assets ($M): 538.489023 · Participants: 6807V2x 401(k) Retirement PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 476.889063 · Participants: 2657Southern Farm Bureau and Adopting Companies 401(k) Plan
Reformed Theological Seminary Retirement Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Reformed Theological Seminary Retirement Plan side-by-side with 3 peers →

Reformed Theological Seminary Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Calvert Systems Engineering, Inc 401(k) Plan in NE ($18M); by covered participants it is Purolite 401(k) Plan in PA (177 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (177 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 Reformed Theological Seminary Retirement Plan assets move in 2023? ▼
Reformed Theological Seminary Retirement Plan edged down modestly - down 1.5% during 2023, from $18M to $18M. Reported net income was -$276K.
How have Reformed Theological Seminary plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Reformed Theological Seminary's sponsor-wide assets grew 4.2%, from $18M to $19M.
Which 401(k) plans are similar in size to Reformed Theological Seminary Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Calvert Systems Engineering, Inc 401(k) Plan in NE ($18M, 119 participants).
Which 401(k) plans cover a similar participant headcount to Reformed Theological Seminary Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Purolite 401(k) Plan in PA (177 participants, N/A 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 640428676.

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.