Profit Sharing · DOL Form 5500 · 2024
Belhaven University Profit Sharing Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 351
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $85,819
- Avg per participant Below avg balance/head
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.
- #2,254 in Educational Services (3,638 peers)
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.
- #2,254
- in Educational Services (3,638 peers)
- +9.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Belhaven University 403(b) Plan's outsized position by total assets
Belhaven University 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$30,122,515 Top 23% higher than 77% 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
Belhaven University 403(b) 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. Belhaven University 403(b) Plan sits mid-pack in the medium band (351 participants).
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.
EBSA filing schedule strip
Filing strip 640303069 · Belhaven University PY 2024 · Profit Sharing
Belhaven University 403(b) Plan · $30M · 351 · 77th
- EOY $30M
- 5500 351
- ASSETS 77th
- PCT Profit Sharing
- EIN near Adelphoi USA, Inc. Tax Deferred Annuity Plan
- RANK ind #2254
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 Mississippi →
Belhaven University 403(b) Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Belhaven University plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 28.209268236894776% vs 2022
- 2024 filing year
| 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.
- North Mississippi Health Services, Inc. Employer Savings Plan $362M · 7,188
- Anderson Regional Medical Center Retirement Savings Plan $34M · 1,645
- 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
Belhaven University 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Mississippi, the nearest Profit Sharing by assets is Adelphoi USA, Inc. Tax Deferred Annuity Plan in PA ($30M); by covered participants it is Catch, Inc. 403(b) Retirement Plan in PA (351 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (351 participants); asset peers above are excluded.
- Catch, Inc. 403(b) Retirement Plan (PA) 351 · 0 off
- Community Action Partnership of Ramsey and Washington Counties Tax Sheltered Investment Program 403(b) Plan (MN) 350 · 1 off
- Rite of Passage Adolescent Treatment Centers and Schools, Inc. Retirement & Savings Plan (NV) 352 · 1 off
- Wesbury United Methodist Community Retirement Savings Plan (PA) 352 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.