Other · DOL Form 5500 · 2024
Roeper City and Country School Dba the Roeper School Retirement Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 106
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $200,473
- Avg per participant Above avg balance/head
Official DOL plan name: The Roeper School Savings and Match Plan · Sponsored by Roeper City and Country School Dba the Roeper School · Michigan · Educational Services
$21M in assets, 106 participants
Roeper City and Country School Dba the Roeper School's The Roeper School Savings and Match Plan reported $21M in total assets and 106 participants in its 2024 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.
- #1,975 in Educational Services (3,638 peers)
Coverage in Michigan
The Roeper School Savings and Match Plan covers 106 participants in Michigan, about 17% of the average Michigan filer (state average ~638 per filing). Assets: $21M.
- #1,975
- in Educational Services (3,638 peers)
- +13.1%
- assets growth YoY
The Roeper School Savings and Match Plan's outsized position by total assets
The Roeper School Savings and Match Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$21,250,170 Top 29% higher than 71% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Roeper School Savings and Match Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Roeper School Savings and Match Plan sits mid-pack in the medium band (106 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Roeper School Savings and Match Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- The Roeper School Savings and Match Plan reported participants fell from 122 in the plan year 2023 filing to 106 in the plan year 2024 filing.
- The Roeper School Savings and Match Plan end-of-year assets rose from $19M in the plan year 2023 filing to $21M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 381561062 · Roeper City and Country School Dba the Roeper School PY 2024 · Other
The Roeper School Savings and Match Plan · $21M · 106 · 71st
- ASSETS $21M
- ASSETS 106
- ASSETS 71st
- ASSETS Other
- ASSETS near Planned Parenthood 403(b) Plan
- ASSETS ind #1975
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 →
The Roeper School Savings and Match Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $2M |
| Employer EIN | 381561062 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Roeper City and Country School Dba the Roeper School)
Sponsor-wide plan assets over time
All Roeper City and Country School Dba the Roeper School plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 27.474156096344256% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 129 | $17M |
| 2023 | 1 | 122 | $19M |
| 2024 | 1 | 106 | $21M |
Nearby Other Plans in Michigan
Peer Other plans, same state, same plan type, ranked by total assets.
- Fca US LLC UAW Savings Plan $5.2B · 44,591
- Fca US LLC Salaried Employees' Savings Plan $5.1B · 15,683
- Spectrum Health System 403(b) Plan $3.2B · 32,821
- Beaumont Health 403(b) Retirement Savings Plan $3.0B · 34,160
- Henry Ford Health System Heritage 403(b) Plan $1.4B · 14,465
The Roeper School Savings and Match Plan's out-of-state Other peers by assets and headcount
Outside Michigan, the nearest Other by assets is Planned Parenthood 403(b) Plan in CA ($21M); by covered participants it is Quality Progressions 403(b) Plan in PA (106 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Planned Parenthood 403(b) Plan (CA) $21M · 419
- St. Anne's Episcopal School Defined Contribution Retirement Plan (CO) $21M · 88
- Harbor 403(b) Plan (OH) $21M · 504
- Westcoast Children's Clinic, Inc. 403(b) Plan (CA) $21M · 233
Similar participant headcount
Nearest other-state filings by covered participants (106 participants); asset peers above are excluded.
- Quality Progressions 403(b) Plan (PA) 106 · 0 off
- Gould Academy Retirement Plan (ME) 106 · 0 off
- Zoological Society of Pittsburgh 403(b) Plan (PA) 106 · 0 off
- San Diego Foundation Section 403(b) Plan (CA) 106 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.