Other · DOL Form 5500 · 2023

University Liggett School Retirement Plan

Data updated 2026-08-11

$47M
Total assets
196
Participants
85th
Percentile by assets
$238,894
Avg per participant
PlainRetire home → About this data

Official DOL plan name: University Liggett Tiaa Cref Pension Plan · Sponsored by University Liggett School · Michigan · Educational Services

$47M in assets, 196 participants

University Liggett School's University Liggett Tiaa Cref Pension Plan reported $47M in total assets and 196 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • 85th percentile by assets (of 127,072 plans)
  • #2,733 in Educational Services (3,735 peers)

Coverage in Michigan

University Liggett Tiaa Cref Pension Plan covers 196 participants in Michigan, about 31% of the average Michigan filer (state average ~638 per filing). Assets: $47M.

$47M
total plan assets (2023 EOY)
196
covered participants
85th
percentile by assets (of 127,072 plans)
$238,894
avg assets per participant

Where University Liggett Tiaa Cref Pension Plan sits by total assets

University Liggett Tiaa Cref Pension Plan vs every filed plan by assets

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

$46,823,171 Top 15% higher than 85% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • University Liggett Tiaa Cref Pension Plan reported net income rose from -$6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • University Liggett Tiaa Cref Pension Plan end-of-year assets rose from $42M in the plan year 2022 filing to $47M in the plan year 2023 filing.
  • University Liggett Tiaa Cref Pension Plan reported participants fell from 199 in the plan year 2022 filing to 196 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Michigan
Industry
Educational Services

Participants vs Michigan filers

In Michigan, the average filing covers about 638 participants across 4,220 plans. University Liggett Tiaa Cref Pension Plan reports 196 participants - about 31% of that state average ($47M EOY assets).

Michigan filing particulars

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$47M
Net Income$5M
Employer EIN381360536
Plan Effective Date1953-10-12
Filing StatusFILING RECEIVED

Sponsor Plan History (University Liggett School)

$40M$45M$50M$55M 202220232024 $41.7M $50.2M ▲ +20.4%
Total plan assets by year, all University Liggett School plans on file
Year Plans Participants Total Assets
2022 1 199 $42M
2023 1 196 $47M
2024 1 193 $50M

Nearby Other Plans in Michigan

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

University Liggett Tiaa Cref Pension Plan vs. nearby Other plans in Michigan, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants University Liggett T…, Total assets ($B): 0.046823171 · Participants: 196University Liggett T…Fca US LLC Salaried …, Total assets ($B): 4.820440935 · Participants: 16630Fca US LLC Salaried …Fca US LLC UAW Savin…, Total assets ($B): 4.690971139 · Participants: 49473Fca US LLC UAW Savin…Beaumont Health 403(…, Total assets ($B): 2.628827189 · Participants: 33717Beaumont Health 403(…Henry Ford Health Sy…, Total assets ($B): 1.284257295 · Participants: 15298Henry Ford Health Sy…Bronson Healthcare G…, Total assets ($B): 1.034484808 · Participants: 8357Bronson Healthcare G…
University Liggett Tiaa Cref Pension Plan vs. nearby Other plans in Michigan, assets vs. participants
Compare University Liggett Tiaa Cref Pension Pla… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to University Liggett Tiaa Cref Pension Plan by total assets, not by location.

Frequently Asked Questions

How did University Liggett Tiaa Cref Pension Plan assets move in 2023? ▼
University Liggett Tiaa Cref Pension Plan grew at a solid clip - up 12.2% during 2023, from $42M to $47M. Reported net income was $5M.
How have University Liggett School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University Liggett School's sponsor-wide assets grew 20.4%, from $42M to $50M.
Where does University Liggett Tiaa Cref Pension Plan rank by assets among Form 5500 filers? ▼
University Liggett Tiaa Cref Pension Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to University Liggett Tiaa Cref Pension Plan? ▼
Among Other plans in other states, the closest by assets is American Society of Hematology 403(b) Plan in DC ($47M, 128 participants).

Next read for University Liggett Tiaa Cref Pension Pla…

Filing takeaways

Ways to act on University Liggett Tiaa Cref Pension Plan's numbers.

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 381360536.

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.