Money Purchase · DOL Form 5500 · 2023

Baker College Professional Services, Inc. Money Purchase Plan

Data updated 2026-08-25

$84M
Total assets Below avg plan size
426
Participants Below avg headcount
90th
Percentile by assets National rank
$196,851
Avg per participant Above avg balance/head
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Official DOL plan name: Baker College Employees' Pension Trust · Sponsored by Baker College Professional Services, Inc. · Michigan · Educational Services

$84M in assets, 426 participants

Baker College Professional Services, Inc.'s Baker College Employees' Pension Trust reported $84M in total assets and 426 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #3,075 in Educational Services (3,735 peers)

Where Baker College Employees' Pension Trust sits by assets

Baker College Employees' Pension Trust sits in the top 10% of all filed plans by assets, $84M for 426 participants (~$196,851/participant), up 4.4% in 2023.

#3,075
in Educational Services (3,735 peers)
+4.4%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Baker College Employees' Pension Trust's outsized position by total assets

Baker College Employees' Pension Trust vs every filed plan by assets

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

$83,858,382 Top 10% higher than 90% 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

Baker College Employees' Pension Trust 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. Baker College Employees' Pension Trust sits mid-pack in the medium band (426 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Baker College Employees' Pension Trust reported net income rose from -$5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Baker College Employees' Pension Trust reported participants fell from 451 in the plan year 2022 filing to 426 in the plan year 2023 filing.
  • Baker College Employees' Pension Trust end-of-year assets rose from $80M in the plan year 2022 filing to $84M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 383043861 · Baker College Professional Services, Inc. PY 2023 · Money Purchase

Baker College Employees' Pension Trust · $84M · 426 · 90th

  • PHOTO $84M
  • PHOTO 426
  • PHOTO 90th
  • PHOTO Money Purchase
  • PHOTO near Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators
  • PHOTO ind #3075

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 →

Baker College Employees' Pension Trust in the asset neighbourhood

Bozeman Health Retirement PlanBozeman Health Retirement Pl…$85MRoosevelt University 401(a) University Retirement Plan for Faculty and AdministratorsRoosevelt University 401(a) …$84MBaker College Employees' Pension TrustBaker College Employees' Pen…$84MInstitute for Advanced Study Defined Contribution Retirement PlanInstitute for Advanced Study…$83MFlorida Ubc Supplemental Pension PlanFlorida Ubc Supplemental Pen…$83M
End-of-year total assets ($M) among Baker College Employees' Pension Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$84M
Net Income$3M
Employer EIN383043861
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Baker College Professional Services, Inc.)

Sponsor-wide plan assets over time

All Baker College Professional Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$103M 11.680736524727031% vs 2022
2024 filing year
$90M$95M$100M$105M 202220232024 $92.5M $103M ▲ +11.7%
Year Plans Participants Total Assets
2022 3 1,445 $92M
2023 3 1,420 $100M
2024 3 1,321 $103M

Nearby Money Purchase Plans in Michigan

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

Baker College Employees' Pension Trust vs. nearby Money Purchase plans in Michigan, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 00.511.5 Total assets ($B) Participants Baker College Employees' Pension Trust, Total assets ($B): 0.083858382 · Participants: 426Baker College Employees' Pension TrustCentral Midwest Regional Council of Carpenters Defined Contribution Pension Plan, Total assets ($B): 1.421429732 · Participants: 31968Central Midwest Regional Council of Carpenters Defined Contribution Pension PlanMichigan Regional Council of Carpenters' Annuity Fund, Total assets ($B): 0.50045968 · Participants: 17454Michigan Regional Council of Carpenters' Annuity FundMillwrights' Local 1102 Supplemental Pension Fund, Total assets ($B): 0.305771293 · Participants: 2267Millwrights' Local 1102 Supplemental Pension FundOperating Engineers' Local 324, Defined Contribution Pension Plan, Total assets ($B): 0.236635964 · Participants: 7464Operating Engineers' Local 324, Defined Contribution Pension PlanP & M Holding Group, LLP & Affiliated Entities Pension Plan, Total assets ($B): 0.226480347 · Participants: 1081P & M Holding Group, LLP & Affiliated Entities Pension Plan
Baker College Employees' Pension Trust vs. nearby Money Purchase plans in Michigan, assets vs. participants

Baker College Employees' Pension Trust's out-of-state Money Purchase peers by assets and headcount

Outside Michigan, the nearest Money Purchase by assets is Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators in IL ($84M); by covered participants it is The Contractors Retirement Plan in CA (424 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (426 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 Baker College Employees' Pension Trust assets move in 2023?
Baker College Employees' Pension Trust edged up modestly - up 4.4% during 2023, from $80M to $84M. Reported net income was $3M.
How have Baker College Professional Services, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Baker College Professional Services, Inc.'s sponsor-wide assets grew 11.7%, from $92M to $103M.
Where does Baker College Employees' Pension Trust rank by assets among Form 5500 filers?
Baker College Employees' Pension Trust ranks in the 90th 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 Money Purchase plans are similar in size to Baker College Employees' Pension Trust?
Among Money Purchase plans in other states, the closest by assets is Roosevelt University 401(a) University Retirement Plan for Faculty and Administrators in IL ($84M, 415 participants).
Which Money Purchase plans cover a similar participant headcount to Baker College Employees' Pension Trust?
Among Money Purchase plans in other states, the closest by covered participants is The Contractors Retirement Plan in CA (424 participants, $3M in assets).