Other · DOL Form 5500 · 2024
W.E. Upjohn Institute for Employment Research Retirement Plan
Data updated 2026-08-25
- $50M
- Total assets Below avg plan size
- 111
- Participants Small participant base
- 84th
- Percentile by assets National rank
- $453,091
- Avg per participant High balance/head
Official DOL plan name: W.E. Upjohn Institute for Employment Research 403(b) DC Plan · Sponsored by W.E. Upjohn Institute for Employment Research · Michigan · Educational Services
$50M in assets, 111 participants
W.E. Upjohn Institute for Employment Research's W.E. Upjohn Institute for Employment Research 403(b) DC Plan reported $50M in total assets and 111 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- #2,631 in Educational Services (3,638 peers)
Coverage in Michigan
W.E. Upjohn Institute for Employment Research 403(b) DC Plan covers 111 participants in Michigan, about 17% of the average Michigan filer (state average ~638 per filing). Assets: $50M.
- #2,631
- in Educational Services (3,638 peers)
- +8.7%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
W.E. Upjohn Institute for Employment Research 403(b) DC Plan's outsized position by total assets
W.E. Upjohn Institute for Employment Research 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$50,293,050 Top 16% higher than 84% 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
W.E. Upjohn Institute for Employment Research 403(b) DC 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. W.E. Upjohn Institute for Employment Research 403(b) DC Plan sits mid-pack in the medium band (111 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- W.E. Upjohn Institute for Employment Research 403(b) DC Plan reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- W.E. Upjohn Institute for Employment Research 403(b) DC Plan end-of-year assets rose from $46M in the plan year 2023 filing to $50M in the plan year 2024 filing.
- W.E. Upjohn Institute for Employment Research 403(b) DC Plan reported participants rose from 104 in the plan year 2023 filing to 111 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 381360419 · W.E. Upjohn Institute for Employment Research PY 2024 · Other
W.E. Upjohn Institute for Employment Research 403(b) DC Plan · $50M · 111 · 84th
- PHOTO $50M
- IND 111
- EOY 84th
- 5500 Other
- ASSETS near Wilmington College Defined Contribution Retirement Plan
- PCT ind #2631
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 →
W.E. Upjohn Institute for Employment Research 403(b) DC Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $46M |
|---|---|
| Net Assets (End of Year) | $50M |
| Net Income | $4M |
| Employer EIN | 381360419 |
| Plan Effective Date | 1971-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (W.E. Upjohn Institute for Employment Research)
Sponsor-wide plan assets over time
All W.E. Upjohn Institute for Employment Research plans reported in each filing year
- Latest sponsor-wide plan assets
- $50M 24.48327660311012% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 95 | $40M |
| 2023 | 1 | 104 | $46M |
| 2024 | 1 | 111 | $50M |
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
W.E. Upjohn Institute for Employment Research 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Michigan, the nearest Other by assets is Wilmington College Defined Contribution Retirement Plan in OH ($50M); by covered participants it is Camino Health Center Retirement Plan in CA (111 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($50M here).
Similar participant headcount
Nearest other-state filings by covered participants (111 participants); asset peers above are excluded.
- Camino Health Center Retirement Plan (CA) 111 · 0 off
- Suny Cobleskill Auxilary Services, Inc 403(b) Retirement Plan (NY) 111 · 0 off
- Girl Scouts-North Carolina Coastal Pines 403(b) Thrift Plan (NC) 111 · 0 off
- Leo, Inc. 403(b) Plan (MA) 111 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.