401(k) · DOL Form 5500 · 2024
The Ave Maria Foundation 401(k) Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 556
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $48,519
- Avg per participant Low balance/head
Official DOL plan name: The Ave Maria 401(k) Plan · Sponsored by The Ave Maria Foundation · Michigan · Other Services
$27M in assets, 556 participants
The Ave Maria Foundation's The Ave Maria 401(k) Plan reported $27M in total assets and 556 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- #6,742 in Other Services (7,719 peers)
Where The Ave Maria 401(k) Plan sits by assets
The Ave Maria 401(k) Plan sits in the top quartile of all filed plans by assets, $27M for 556 participants (~$48,519/participant), up 11.6% in 2024.
- #6,742
- in Other Services (7,719 peers)
- +11.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
The Ave Maria 401(k) Plan's outsized position by total assets
The Ave Maria 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$26,976,310 Top 24% higher than 76% 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
The Ave Maria 401(k) 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 Ave Maria 401(k) Plan sits mid-pack in the medium band (556 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Ave Maria 401(k) Plan reported participants rose from 130 in the plan year 2023 filing to 556 in the plan year 2024 filing.
- The Ave Maria 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- The Ave Maria 401(k) Plan end-of-year assets rose from $24M in the plan year 2023 filing to $27M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 382514364 · The Ave Maria Foundation PY 2024 · 401(k)
The Ave Maria 401(k) Plan · $27M · 556 · 76th
- BOOK $27M
- VS-ST 556
- BOY 76th
- SCH 401(k)
- EBSA near Ekman & Co., Inc. Employees Retirement Plan
- PART ind #6742
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 Ave Maria 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $3M |
| Employer EIN | 382514364 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Ave Maria Foundation)
Sponsor-wide plan assets over time
All The Ave Maria Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 33.95393906506528% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 124 | $20M |
| 2023 | 1 | 130 | $24M |
| 2024 | 1 | 556 | $27M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $23.1B · 43,053
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $17.3B · 31,790
- The Dow Chemical Company Employees' Savings Plan $10.8B · 17,128
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $9.6B · 42,513
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $8.3B · 60,497
The Ave Maria 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Ekman & Co., Inc. Employees Retirement Plan in FL ($27M); by covered participants it is Employee Benefit Plan of Factory Connection, LLC in AL (556 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
Similar participant headcount
Nearest other-state filings by covered participants (556 participants); asset peers above are excluded.
- Employee Benefit Plan of Factory Connection, LLC (AL) 556 · 0 off
- T.a. Solberg Co., Inc. 401(k) Plan (WI) 556 · 0 off
- 401(k) Plan for Umwa Represented Employees of Iron Senergy (KY) 556 · 0 off
- Best Labor 401(k) Plan (FL) 556 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.