Other · DOL Form 5500 · 2024

University Liggett School Retirement Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
193
Participants Below avg headcount
84th
Percentile by assets National rank
$260,254
Avg per participant Above avg balance/head
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Official DOL plan name: University Liggett Tiaa Cref Pension Plan · Sponsored by University Liggett School · Michigan · Educational Services

$50M in assets, 193 participants

University Liggett School's University Liggett Tiaa Cref Pension Plan reported $50M in total assets and 193 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.

  • #2,628 in Educational Services (3,638 peers)

Coverage in Michigan

University Liggett Tiaa Cref Pension Plan covers 193 participants in Michigan, about 30% of the average Michigan filer (state average ~638 per filing). Assets: $50M.

#2,628
in Educational Services (3,638 peers)
+7.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

University Liggett Tiaa Cref Pension Plan's outsized position by total assets

University Liggett Tiaa Cref Pension Plan vs every filed plan by assets

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

$50,228,991 Top 16% higher than 84% 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

University Liggett Tiaa Cref Pension 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. University Liggett Tiaa Cref Pension Plan sits mid-pack in the medium band (193 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • University Liggett Tiaa Cref Pension Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • University Liggett Tiaa Cref Pension Plan end-of-year assets rose from $47M in the plan year 2023 filing to $50M in the plan year 2024 filing.
  • University Liggett Tiaa Cref Pension Plan reported participants fell from 196 in the plan year 2023 filing to 193 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 381360536 · University Liggett School PY 2024 · Other

University Liggett Tiaa Cref Pension Plan · $50M · 193 · 84th

  • PART $50M
  • TYPE 193
  • NET 84th
  • BOOK Other
  • VS-ST near The Browning School 403(b) Plan
  • BOY ind #2628

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 →

University Liggett Tiaa Cref Pension Plan in the asset neighbourhood

Wilmington College Defined Contribution Retirement PlanWilmington College Defined C…$50MUniversity Liggett Tiaa Cref Pension PlanUniversity Liggett Tiaa Cref…$50MThe Browning School 403(b) PlanThe Browning School 403(b) P…$50MMarin Academy Defined Contribution Retirement PlanMarin Academy Defined Contri…$50MDanforth Center Defined Contribution Retirement PlanDanforth Center Defined Cont…$50M
End-of-year total assets ($M) among University Liggett Tiaa Cref Pension Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Michigan filing particulars

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$50M
Net Income$3M
Employer EIN381360536
Plan Effective Date1953-10-12
Filing StatusFILING RECEIVED

Sponsor Plan History (University Liggett School)

Sponsor-wide plan assets over time

All University Liggett School plans reported in each filing year

Latest sponsor-wide plan assets
$50M 20.376276045912427% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $41.7M $50.2M ▲ +20.4%
Year Plans Participants Total Assets
2022 1 199 $42M
2023 1 196 $47M
2024 1 193 $50M

Nearby Other Plans in Michigan

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

University Liggett Tiaa Cref Pension Plan vs. nearby Other plans in Michigan, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants University Liggett Tiaa Cref Pension Plan, Total assets ($B): 0.050228991 · Participants: 193University Liggett Tiaa Cref Pension 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
University Liggett Tiaa Cref Pension Plan vs. nearby Other plans in Michigan, assets vs. participants
Compare University Liggett Tiaa Cref Pension Plan side-by-side with 3 peers →

University Liggett Tiaa Cref Pension Plan's out-of-state Other peers by assets and headcount

Outside Michigan, the nearest Other by assets is The Browning School 403(b) Plan in NY ($50M); by covered participants it is Dexter Southfield, Inc. Defined Contribution Retirement Plan in MA (193 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (193 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 University Liggett Tiaa Cref Pension Plan assets move in 2024? ▼
University Liggett Tiaa Cref Pension Plan grew at a solid clip - up 7.3% during 2024, from $47M to $50M. Reported net income was $3M.
How have University Liggett School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University Liggett School's sponsor-wide assets grew 20.4%, from $42M to $50M.
Where does University Liggett Tiaa Cref Pension Plan rank by assets among Form 5500 filers? ▼
University Liggett Tiaa Cref Pension Plan ranks in the 84th 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 University Liggett Tiaa Cref Pension Plan? ▼
Among Other plans in other states, the closest by assets is The Browning School 403(b) Plan in NY ($50M, 194 participants).
Which Other plans cover a similar participant headcount to University Liggett Tiaa Cref Pension Plan? ▼
Among Other plans in other states, the closest by covered participants is Dexter Southfield, Inc. Defined Contribution Retirement Plan in MA (193 participants, $61M 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 381360536.

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.