Other · DOL Form 5500 · 2023
Hillel Day School of Metropolitan Detroit Retirement Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 150
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $121,938
- Avg per participant Near avg balance/head
Official DOL plan name: Hillel Day School of Metropolitan Detroit Tax Shelter Annuity Plan · Sponsored by Hillel Day School of Metropolitan Detroit · Michigan · Educational Services
$18M in assets, 150 participants
Hillel Day School of Metropolitan Detroit's Hillel Day School of Metropolitan Detroit Tax Shelter Annuity Plan reported $18M in total assets and 150 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.
- #2,006 in Educational Services (3,735 peers)
Coverage in Michigan
Hillel Day School of Metropolitan Detroit Tax Shelter Annuity Plan covers 150 participants in Michigan, about 24% of the average Michigan filer (state average ~638 per filing). Assets: $18M.
- #2,006
- in Educational Services (3,735 peers)
- +18.3%
- assets growth YoY
Hillel Day School of Metropolitan Detroit Tax Shelter Annuity Plan's outsized position by total assets
Hillel Day School of Metropolitan Detroit Tax Shelter Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$18,290,681 Top 29% higher than 71% 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
Hillel Day School of Metropolitan Detroit Tax Shelter Annuity 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. Hillel Day School of Metropolitan Detroit Tax Shelter Annuity Plan sits mid-pack in the medium band (150 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hillel Day School of Metropolitan Detroit Tax Shelter Annuity Plan reported net income rose from $1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Hillel Day School of Metropolitan Detroit Tax Shelter Annuity Plan end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Hillel Day School of Metropolitan Detroit Tax Shelter Annuity Plan reported participants rose from 138 in the plan year 2022 filing to 150 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 381586703 · Hillel Day School of Metropolitan Detroit PY 2023 · Other
Hillel Day School of Metropolitan Detroit Tax Shelter Annuity Plan · $18M · 150 · 71st
- VS-ST $18M
- VS-ST 150
- VS-ST 71st
- VS-ST Other
- VS-ST near San Diego Family Care 403(b) Retirement Plan
- VS-ST ind #2006
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 →
Hillel Day School of Metropolitan Detroit Tax Shelter Annuity Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $3M |
| Employer EIN | 381586703 |
| Plan Effective Date | 1965-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hillel Day School of Metropolitan Detroit)
Sponsor-wide plan assets over time
All Hillel Day School of Metropolitan Detroit plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 36.55567715327278% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 138 | $15M |
| 2023 | 1 | 150 | $18M |
| 2024 | 1 | 146 | $21M |
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
Hillel Day School of Metropolitan Detroit Tax Shelter Annuity Plan's out-of-state Other peers by assets and headcount
Outside Michigan, the nearest Other by assets is San Diego Family Care 403(b) Retirement Plan in CA ($18M); by covered participants it is Training Education and Manpower, Inc. Retirement Plan in CT (150 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 (150 participants); asset peers above are excluded.
- Training Education and Manpower, Inc. Retirement Plan (CT) 150 · 0 off
- Community Health Partners, Inc. 403(b) Tax-Deferred Plan (MT) 150 · 0 off
- Pact 403(b) Retirement Plan (DC) 150 · 0 off
- Annandale at Suwanee, Inc. 403(b) Plan (GA) 150 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.