Other · DOL Form 5500 · 2023
The Heritage Community of Kalamazoo Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 317
- Participants Below avg headcount
- 47th
- Percentile by assets National rank
- $18,429
- Avg per participant Low balance/head
Official DOL plan name: The Heritage Community of Kalamazoo 403 (B) Plan · Sponsored by The Heritage Community of Kalamazoo · Michigan · Healthcare & Social Assistance
$6M in assets, 317 participants
The Heritage Community of Kalamazoo's The Heritage Community of Kalamazoo 403 (B) Plan reported $6M in total assets and 317 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.
- #9,200 in Healthcare & Social Assistance (17,684 peers)
Coverage in Michigan
The Heritage Community of Kalamazoo 403 (B) Plan covers 317 participants in Michigan, about 50% of the average Michigan filer (state average ~638 per filing). Assets: $6M.
- #9,200
- in Healthcare & Social Assistance (17,684 peers)
- -2.0%
- assets change YoY
The plan reported a net loss of $119K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Heritage Community of Kalamazoo 403 (B) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
The Heritage Community of Kalamazoo 403 (B) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,841,915 47th percentile higher than 47% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Heritage Community of Kalamazoo 403 (B) 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. The Heritage Community of Kalamazoo 403 (B) Plan sits mid-pack in the medium band (317 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Heritage Community of Kalamazoo 403 (B) Plan reported net income fell from $691K in the plan year 2022 filing to -$119K in the plan year 2023 filing.
- The Heritage Community of Kalamazoo 403 (B) Plan reported participants rose from 310 in the plan year 2022 filing to 317 in the plan year 2023 filing.
- The Heritage Community of Kalamazoo 403 (B) Plan end-of-year assets fell from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 382758582 · The Heritage Community of Kalamazoo PY 2023 · Other
The Heritage Community of Kalamazoo 403 (B) Plan · $6M · 317 · 47th
- EIN $6M
- RANK 317
- PHOTO 47th
- IND Other
- EOY near Clara Martin Center 403(b) Plan
- 5500 ind #9200
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 Healthcare & Social Assistance retirement plans → · Plans in Michigan →
The Heritage Community of Kalamazoo 403 (B) Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$119K |
| Employer EIN | 382758582 |
| Plan Effective Date | 2001-12-05 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Heritage Community of Kalamazoo)
Sponsor-wide plan assets over time
All The Heritage Community of Kalamazoo plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 5.488792075885889% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 620 | $6M |
| 2023 | 2 | 634 | $6M |
| 2024 | 2 | 510 | $7M |
Nearby Other Plans in Michigan
Peer Other plans, same state, same plan type, ranked by total assets.
- Fca US LLC Salaried Employees' Savings Plan $4.8B · 16,630
- Fca US LLC UAW Savings Plan $4.7B · 49,473
- Beaumont Health 403(b) Retirement Savings Plan $2.6B · 33,717
- Henry Ford Health System Heritage 403(b) Plan $1.3B · 15,298
- Bronson Healthcare Group, Inc. 403(b) Tax Sheltered Matching Plan $1.0B · 8,357
The Heritage Community of Kalamazoo 403 (B) Plan's out-of-state Other peers by assets and headcount
Outside Michigan, the nearest Other by assets is Clara Martin Center 403(b) Plan in VT ($6M); by covered participants it is Acrmc 403(b) Plan in OH (317 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- Clara Martin Center 403(b) Plan (VT) $6M · 167
- The Montpelier Foundation Tda Plan (VA) $6M · 83
- 403(b) Thrift Plan for Family & Community Services, Inc. (OH) $6M · 487
- Greenwich House 403(b) Plan (NY) $6M · 166
Similar participant headcount
Nearest other-state filings by covered participants (317 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.