Other · DOL Form 5500 · 2024

Spring Arbor University Retirement Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
427
Participants Below avg headcount
86th
Percentile by assets National rank
$142,444
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Spring Arbor University DC Retirement Plan · Sponsored by Spring Arbor University · Michigan · Educational Services

$61M in assets, 427 participants

Spring Arbor University's Spring Arbor University DC Retirement Plan reported $61M in total assets and 427 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #2,738 in Educational Services (3,638 peers)

Where Spring Arbor University DC Retirement Plan sits by assets

Spring Arbor University DC Retirement Plan sits in the top quartile of all filed plans by assets, $61M for 427 participants (~$142,444/participant), up 4.9% in 2024.

#2,738
in Educational Services (3,638 peers)
+4.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Spring Arbor University DC Retirement Plan's outsized position by total assets

Spring Arbor University DC Retirement Plan vs every filed plan by assets

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

$60,823,738 Top 14% higher than 86% 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

Spring Arbor University DC Retirement 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. Spring Arbor University DC Retirement Plan sits mid-pack in the medium band (427 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Spring Arbor University DC Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Spring Arbor University DC Retirement Plan end-of-year assets rose from $58M in the plan year 2023 filing to $61M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 381359569 · Spring Arbor University PY 2024 · Other

Spring Arbor University DC Retirement Plan · $61M · 427 · 86th

  • PART $61M
  • TYPE 427
  • NET 86th
  • BOOK Other
  • VS-ST near Pace Academy, Inc. Tax Sheltered Annuity Plan
  • BOY ind #2738

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 →

Spring Arbor University DC Retirement Plan in the asset neighbourhood

Spring Arbor University DC Retirement PlanSpring Arbor University DC R…$61MPace Academy, Inc. Tax Sheltered Annuity PlanPace Academy, Inc. Tax Shelt…$61MOregon Episcopal School Defined Contribution Retirement PlanOregon Episcopal School Defi…$61MMental Health Center of Denver Retirement PlanMental Health Center of Denv…$61MBuckner Int'l 403b Retirement Savings PlanBuckner Int'l 403b Retiremen…$61M
End-of-year total assets ($M) among Spring Arbor University DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$61M
Net Income$3M
Employer EIN381359569
Plan Effective Date1964-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Spring Arbor University)

Sponsor-wide plan assets over time

All Spring Arbor University plans reported in each filing year

Latest sponsor-wide plan assets
$61M 12.515218773710544% vs 2022
2024 filing year
$50M$55M$60M$65M 202220232024 $54.1M $60.8M ▲ +12.5%
Year Plans Participants Total Assets
2022 1 422 $54M
2023 1 430 $58M
2024 1 427 $61M

Nearby Other Plans in Michigan

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

Spring Arbor University DC Retirement Plan vs. nearby Other plans in Michigan, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Spring Arbor University DC Retirement Plan, Total assets ($B): 0.060823738 · Participants: 427Spring Arbor University DC Retirement 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
Spring Arbor University DC Retirement Plan vs. nearby Other plans in Michigan, assets vs. participants
Compare Spring Arbor University DC Retirement Plan side-by-side with 3 peers →

Spring Arbor University DC Retirement Plan's out-of-state Other peers by assets and headcount

Outside Michigan, the nearest Other by assets is Pace Academy, Inc. Tax Sheltered Annuity Plan in GA ($61M); by covered participants it is Ethical Culture Fieldston School 403(b) Retirement Plan in NY (427 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (427 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 Spring Arbor University DC Retirement Plan assets move in 2024? ▼
Spring Arbor University DC Retirement Plan edged up modestly - up 4.9% during 2024, from $58M to $61M. Reported net income was $3M.
How have Spring Arbor University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spring Arbor University's sponsor-wide assets grew 12.5%, from $54M to $61M.
Where does Spring Arbor University DC Retirement Plan rank by assets among Form 5500 filers? ▼
Spring Arbor University DC Retirement Plan ranks in the 86th 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 Spring Arbor University DC Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Pace Academy, Inc. Tax Sheltered Annuity Plan in GA ($61M, 328 participants).
Which Other plans cover a similar participant headcount to Spring Arbor University DC Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Ethical Culture Fieldston School 403(b) Retirement Plan in NY (427 participants, $206M 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 381359569.

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.