Other · DOL Form 5500 · 2024

Hope College Retirement Plan

Data updated 2026-08-25

$207M
Total assets Near avg plan size
1,022
Participants Near avg headcount
94th
Percentile by assets National rank
$202,989
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hope College Invest Plan · Sponsored by Hope College · Michigan · Educational Services

$207M in assets, 1,022 participants

Hope College's Hope College Invest Plan reported $207M in total assets and 1,022 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #3,300 in Educational Services (3,638 peers)

Where Hope College Invest Plan sits by assets

Hope College Invest Plan sits in the top 10% of all filed plans by assets, $207M for 1,022 participants (~$202,989/participant), up 6.1% in 2024.

#3,300
in Educational Services (3,638 peers)
+6.1%
assets growth YoY
2.1×
vs typical plan assets (national mean)

Hope College Invest Plan's outsized position by total assets

Hope College Invest Plan vs every filed plan by assets

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

$207,455,157 Top 6% higher than 94% 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

Hope College Invest Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hope College Invest Plan lands in the large band (1,022 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hope College Invest Plan reported net income fell from $14M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Hope College Invest Plan end-of-year assets rose from $196M in the plan year 2023 filing to $207M in the plan year 2024 filing.
  • Hope College Invest Plan reported participants fell from 1,050 in the plan year 2023 filing to 1,022 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 381381271 · Hope College PY 2024 · Other

Hope College Invest Plan · $207M · 1,022 · 94th

  • RANK $207M
  • PHOTO 1,022
  • IND 94th
  • EOY Other
  • 5500 near Museum of Fine Arts Defined Contribution Retirement Plan
  • ASSETS ind #3300

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 →

Hope College Invest Plan in the asset neighbourhood

Museum of Fine Arts Defined Contribution Retirement PlanMuseum of Fine Arts Defined …$208MHope College Invest Plan$207MJohn Carroll University DC Retirement Plan Tax Deferred Annuity Retirement PlanJohn Carroll University DC R…$207MEthical Culture Fieldston School 403(b) Retirement PlanEthical Culture Fieldston Sc…$206MArchbold Medical Center, Inc. 403(b) Employees Thrift PlanArchbold Medical Center, Inc…$206M
End-of-year total assets ($M) among Hope College Invest Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$196M
Net Assets (End of Year)$207M
Net Income$12M
Employer EIN381381271
Plan Effective Date1966-10-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Hope College)

Sponsor-wide plan assets over time

All Hope College plans reported in each filing year

Latest sponsor-wide plan assets
$207M 14.29848534718273% vs 2022
2024 filing year
$170M$180M$190M$200M$210M$220M 202220232024 $182M $207M ▲ +14.3%
Year Plans Participants Total Assets
2022 1 999 $182M
2023 1 1,050 $196M
2024 1 1,022 $207M

Nearby Other Plans in Michigan

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

Hope College Invest Plan vs. nearby Other plans in Michigan, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Hope College Invest Plan, Total assets ($B): 0.207455157 · Participants: 1022Hope College Invest 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
Hope College Invest Plan vs. nearby Other plans in Michigan, assets vs. participants

Hope College Invest Plan's out-of-state Other peers by assets and headcount

Outside Michigan, the nearest Other by assets is Museum of Fine Arts Defined Contribution Retirement Plan in MA ($208M); by covered participants it is Bates College 403(b) Retirement Plan in ME (1,022 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,022 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 Hope College Invest Plan assets move in 2024?
Hope College Invest Plan grew at a solid clip - up 6.1% during 2024, from $196M to $207M. Reported net income was $12M.
How have Hope College plan assets changed over time?
Across 3 plan years on file (2022-2024), Hope College's sponsor-wide assets grew 14.3%, from $182M to $207M.
Where does Hope College Invest Plan rank by assets among Form 5500 filers?
Hope College Invest Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Hope College Invest Plan?
Among Other plans in other states, the closest by assets is Museum of Fine Arts Defined Contribution Retirement Plan in MA ($208M, 388 participants).
Which Other plans cover a similar participant headcount to Hope College Invest Plan?
Among Other plans in other states, the closest by covered participants is Bates College 403(b) Retirement Plan in ME (1,022 participants, $177M in assets).