Other · DOL Form 5500 · 2024
Calumet College of St. Joseph Retirement Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 259
- Participants Below avg headcount
- 67th
- Percentile by assets National rank
- $66,235
- Avg per participant Below avg balance/head
Official DOL plan name: Calumet College of Saint Joseph 403(b) DC Plan · Sponsored by Calumet College of St. Joseph · Indiana · Educational Services
$17M in assets, 259 participants
Calumet College of St. Joseph's Calumet College of Saint Joseph 403(b) DC Plan reported $17M in total assets and 259 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.
- #1,818 in Educational Services (3,638 peers)
Coverage in Indiana
Calumet College of Saint Joseph 403(b) DC Plan covers 259 participants in Indiana, about 48% of the average Indiana filer (state average ~541 per filing). Assets: $17M.
- #1,818
- in Educational Services (3,638 peers)
- +2.3%
- assets growth YoY
Calumet College of Saint Joseph 403(b) DC Plan's outsized position by total assets
Calumet College of Saint Joseph 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$17,154,952 Top 33% higher than 67% 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
Calumet College of Saint Joseph 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. Calumet College of Saint Joseph 403(b) DC Plan sits mid-pack in the medium band (259 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Calumet College of Saint Joseph 403(b) DC Plan reported net income fell from $1M in the plan year 2023 filing to $385K in the plan year 2024 filing.
- Calumet College of Saint Joseph 403(b) DC Plan reported participants rose from 241 in the plan year 2023 filing to 259 in the plan year 2024 filing.
- Calumet College of Saint Joseph 403(b) DC Plan end-of-year assets rose from $17M in the plan year 2023 filing to $17M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 351087173 · Calumet College of St. Joseph PY 2024 · Other
Calumet College of Saint Joseph 403(b) DC Plan · $17M · 259 · 67th
- EIN $17M
- RANK 259
- PHOTO 67th
- IND Other
- EOY near Eaton Rapids Medical Center 403(b) Plan
- 5500 ind #1818
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 Indiana →
Calumet College of Saint Joseph 403(b) DC Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $385K |
| Employer EIN | 351087173 |
| Plan Effective Date | 1964-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Calumet College of St. Joseph)
Sponsor-wide plan assets over time
All Calumet College of St. Joseph plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 10.838891553710397% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 216 | $15M |
| 2023 | 1 | 241 | $17M |
| 2024 | 1 | 259 | $17M |
Nearby Other Plans in Indiana
Peer Other plans, same state, same plan type, ranked by total assets.
- Parkview Health System, Inc. 403(b) Plan $928M · 16,191
- Beacon Retirement Savings 403(b) Plan $695M · 7,707
- Ici Multiple Employer Plan $481M · 2,722
- Community Foundation of Northwest Indiana 403(b) Retirement Plan $440M · 7,792
- Butler University Retirement Plan $373M · 3,285
Calumet College of Saint Joseph 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Indiana, the nearest Other by assets is Eaton Rapids Medical Center 403(b) Plan in MI ($17M); by covered participants it is Caring Health Center, Inc. Matched Retirement Savings Plan in MA (259 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Eaton Rapids Medical Center 403(b) Plan (MI) $17M · 288
- Siskiyou Community Health Center, Inc. 403(b) Plan (OR) $17M · 228
- Unity Limited Partnership 403(b) Plan (WI) $17M · 255
- Cspi 403b Plan (DC) $17M · 72
Similar participant headcount
Nearest other-state filings by covered participants (259 participants); asset peers above are excluded.
- Caring Health Center, Inc. Matched Retirement Savings Plan (MA) 259 · 0 off
- Western North Carolina Community Health Services 403(b) Retirement Plan (NC) 259 · 0 off
- The Hathaway Brown School Retirement Plan (OH) 259 · 0 off
- 403(b) Thrift Plan for Land of Lincoln Goodwill Industries, Inc. (IL) 259 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.