Other · DOL Form 5500 · 2024

The Edison Institute Dba the Henry Ford Retirement Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
597
Participants Below avg headcount
82nd
Percentile by assets National rank
$68,893
Avg per participant Below avg balance/head
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Official DOL plan name: The Edison Institute 403(b) Tda Plan · Sponsored by The Edison Institute Dba the Henry Ford · Michigan · Other Services

$41M in assets, 597 participants

The Edison Institute Dba the Henry Ford's The Edison Institute 403(b) Tda Plan reported $41M in total assets and 597 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #7,052 in Other Services (7,719 peers)

Where The Edison Institute 403(b) Tda Plan sits by assets

The Edison Institute 403(b) Tda Plan sits in the top quartile of all filed plans by assets, $41M for 597 participants (~$68,893/participant), up 14.2% in 2024.

#7,052
in Other Services (7,719 peers)
+14.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The Edison Institute 403(b) Tda Plan's outsized position by total assets

The Edison Institute 403(b) Tda Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$41,129,032 Top 18% higher than 82% of 123,620 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 2024

The Edison Institute 403(b) Tda 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 Edison Institute 403(b) Tda Plan sits mid-pack in the medium band (597 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Edison Institute 403(b) Tda Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • The Edison Institute 403(b) Tda Plan end-of-year assets rose from $36M in the plan year 2023 filing to $41M in the plan year 2024 filing.
  • The Edison Institute 403(b) Tda Plan reported participants rose from 568 in the plan year 2023 filing to 597 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 381359513 · The Edison Institute Dba the Henry Ford PY 2024 · Other

The Edison Institute 403(b) Tda Plan · $41M · 597 · 82nd

  • NET $41M
  • BOOK 597
  • VS-ST 82nd
  • BOY Other
  • SCH near Retirement Plan for the Personnel of the Key School
  • EBSA ind #7052

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 Other Services retirement plans → · Plans in Michigan →

The Edison Institute 403(b) Tda Plan in the asset neighbourhood

Retirement Plan for the Personnel of the Key SchoolRetirement Plan for the Pers…$41MThe Edison Institute 403(b) Tda PlanThe Edison Institute 403(b) …$41MMelmark, Inc. Supplemental Retirement Annuity PlanMelmark, Inc. Supplemental R…$41MAnimal Medical Center 403(b) Tax Sheltered Annuity PlanAnimal Medical Center 403(b)…$41MTiaa-Cref Retirement Plan for Employees of Cate SchoolTiaa-Cref Retirement Plan fo…$41M
End-of-year total assets ($M) among The Edison Institute 403(b) Tda Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$41M
Net Income$5M
Employer EIN381359513
Plan Effective Date2003-02-12
Filing StatusFILING RECEIVED

Sponsor Plan History (The Edison Institute Dba the Henry Ford)

Sponsor-wide plan assets over time

All The Edison Institute Dba the Henry Ford plans reported in each filing year

Latest sponsor-wide plan assets
$41M 38.182361602555325% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.8M $41.1M ▲ +38.2%
Year Plans Participants Total Assets
2022 1 625 $30M
2023 1 568 $36M
2024 1 597 $41M

Nearby Other Plans in Michigan

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

The Edison Institute 403(b) Tda Plan vs. nearby Other plans in Michigan, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants The Edison Institute 403(b) Tda Plan, Total assets ($B): 0.041129032 · Participants: 597The Edison Institute 403(b) Tda PlanFca US LLC UAW Savings Plan, Total assets ($B): 5.195030475 · Participants: 44591Fca US LLC UAW Savings PlanFca US LLC Salaried Employees' Savings Plan, Total assets ($B): 5.094106866 · Participants: 15683Fca US LLC Salaried Employees' Savings PlanSpectrum Health System 403(b) Plan, Total assets ($B): 3.21382557 · Participants: 32821Spectrum Health System 403(b) PlanBeaumont Health 403(b) Retirement Savings Plan, Total assets ($B): 2.966016065 · Participants: 34160Beaumont Health 403(b) Retirement Savings PlanHenry Ford Health System Heritage 403(b) Plan, Total assets ($B): 1.412878823 · Participants: 14465Henry Ford Health System Heritage 403(b) Plan
The Edison Institute 403(b) Tda Plan vs. nearby Other plans in Michigan, assets vs. participants
Compare The Edison Institute 403(b) Tda Plan side-by-side with 3 peers →

The Edison Institute 403(b) Tda Plan's out-of-state Other peers by assets and headcount

Outside Michigan, the nearest Other by assets is Retirement Plan for the Personnel of the Key School in MD ($41M); by covered participants it is Harbor Health Services, Inc. 403(b) Plan in MA (597 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (597 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Edison Institute 403(b) Tda Plan assets move in 2024? ▼
The Edison Institute 403(b) Tda Plan grew at a solid clip - up 14.2% during 2024, from $36M to $41M. Reported net income was $5M.
How have The Edison Institute Dba the Henry Ford plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Edison Institute Dba the Henry Ford's sponsor-wide assets grew 38.2%, from $30M to $41M.
Where does The Edison Institute 403(b) Tda Plan rank by assets among Form 5500 filers? ▼
The Edison Institute 403(b) Tda Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to The Edison Institute 403(b) Tda Plan? ▼
Among Other plans in other states, the closest by assets is Retirement Plan for the Personnel of the Key School in MD ($41M, 183 participants).
Which Other plans cover a similar participant headcount to The Edison Institute 403(b) Tda Plan? ▼
Among Other plans in other states, the closest by covered participants is Harbor Health Services, Inc. 403(b) Plan in MA (597 participants, $45M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 381359513.

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.