Profit Sharing · DOL Form 5500 · 2024
Belhaven University Profit Sharing Plan
Data updated 2026-07-24
- $30M
- Total assets
- 351
- Participants
- 77th
- Percentile by assets
- $85,819
- Avg per participant
Official DOL plan name: Belhaven University 403(b) Plan · Sponsored by Belhaven University · Mississippi · Educational Services
$30M in assets, 351 participants
Belhaven University's Belhaven University 403(b) Plan reported $30M in total assets and 351 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- 77th percentile by assets (of 116,472 plans)
Where Belhaven University 403(b) Plan sits by assets
Belhaven University 403(b) Plan sits in the top quartile of all filed plans by assets, $30M for 351 participants (~$85,819/participant), up 9.5% in 2024.
- $30M
- total plan assets (2024 EOY)
- 351
- covered participants
- 77th
- percentile by assets (of 116,472 plans)
- $85,819
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Belhaven University 403(b) Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Belhaven University 403(b) Plan end-of-year assets rose from $28M in the plan year 2023 filing to $30M in the plan year 2024 filing.
- Belhaven University 403(b) Plan reported participants rose from 332 in the plan year 2023 filing to 351 in the plan year 2024 filing.
Belhaven University 403(b) Plan vs the 2024 asset distribution
By assets, Belhaven University 403(b) Plan outranks 77% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | $3M |
| Employer EIN | 640303069 |
| Plan Effective Date | 1996-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Belhaven University)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 355 | $23M |
| 2023 | 1 | 332 | $28M |
| 2024 | 1 | 351 | $30M |
Nearby Profit Sharing Plans in Mississippi
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Belhaven University 403(b) Plan vs. nearby Profit Sharing plans in Mississippi, assets vs. participants
- North Mississippi Health Services, Inc. Employer Savings Plan $362M · 7,188
- Institute of Community Services, Inc. Retirement Plan $22M · 765
- Radiology Associates of Oxford, P.a. Retirement Plan $18M · 6
- Southeast Mississippi Rural Health Initiative, Inc. Retirement Plan $15M · 280
- Golden Triangle Planning and Development District, Inc. Tax-Sheltered Annuity Plan $14M · 104
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Belhaven University 403(b) Plan by total assets, not by location.
- Adelphoi USA, Inc. Tax Deferred Annuity Plan (PA) $30M · 699
- Burr and Burton Academy 403(b)Plan (VT) $30M · 176
- Fiduciary Services Group 401(k) Plan (DE) $30M · 372
- The Promptcare Companies, Inc. 401(k) Plan (NJ) $30M · 806
Frequently Asked Questions
How did Belhaven University 403(b) Plan assets move in 2024? ▼
How have Belhaven University plan assets changed over time? ▼
Where does Belhaven University 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Belhaven University 403(b) Plan? ▼
Next read for Belhaven University 403(b) Plan
Scale reading
Ways to act on Belhaven University 403(b) Plan's numbers.
- By total assets, Belhaven University 403(b) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Mississippi. Compare plans
- Belhaven University's sponsor-wide assets have grown 28.2% since 2022 across 3 plan years on file. More Educational Services plans
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 640303069.
Read our methodology - how this data is sourced, computed, and verified.