Other · DOL Form 5500 · 2024
Calvin University Retirement Plan
Data updated 2026-08-25
- $235M
- Total assets Near avg plan size
- 1,118
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $209,968
- Avg per participant Above avg balance/head
Official DOL plan name: Calvin University 403(b) Retirement Plan · Sponsored by Calvin University · Michigan · Educational Services
$235M in assets, 1,118 participants
Calvin University's Calvin University 403(b) Retirement Plan reported $235M in total assets and 1,118 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #3,331 in Educational Services (3,638 peers)
Where Calvin University 403(b) Retirement Plan sits by assets
Calvin University 403(b) Retirement Plan sits in the top 5% of all filed plans by assets, $235M for 1,118 participants (~$209,968/participant), up 7.1% in 2024.
- #3,331
- in Educational Services (3,638 peers)
- +7.1%
- assets growth YoY
- 2.4×
- vs typical plan assets (national mean)
Calvin University 403(b) Retirement Plan's outsized position by total assets
Calvin University 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$234,744,258 Top 5% higher than 95% 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
Calvin University 403(b) Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Calvin University 403(b) Retirement Plan lands in the large band (1,118 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Calvin University 403(b) Retirement Plan reported participants rose from 697 in the plan year 2023 filing to 1,118 in the plan year 2024 filing.
- Calvin University 403(b) Retirement Plan end-of-year assets rose from $219M in the plan year 2023 filing to $235M in the plan year 2024 filing.
- Calvin University 403(b) Retirement Plan reported net income rose from $15M in the plan year 2023 filing to $16M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 383071514 · Calvin University PY 2024 · Other
Calvin University 403(b) Retirement Plan · $235M · 1,118 · 95th
- SCH $235M
- EBSA 1,118
- PART 95th
- TYPE Other
- NET near University of Redlands Retirement Plan
- BOOK ind #3331
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 →
Calvin University 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $219M |
|---|---|
| Net Assets (End of Year) | $235M |
| Net Income | $16M |
| Employer EIN | 383071514 |
| Plan Effective Date | 1958-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Calvin University)
Sponsor-wide plan assets over time
All Calvin University plans reported in each filing year
- Latest sponsor-wide plan assets
- $235M 15.185134197717462% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 652 | $204M |
| 2023 | 1 | 697 | $219M |
| 2024 | 1 | 1,118 | $235M |
Nearby Other Plans in Michigan
Peer Other plans, same state, same plan type, ranked by total assets.
- Fca US LLC UAW Savings Plan $5.2B · 44,591
- Fca US LLC Salaried Employees' Savings Plan $5.1B · 15,683
- Spectrum Health System 403(b) Plan $3.2B · 32,821
- Beaumont Health 403(b) Retirement Savings Plan $3.0B · 34,160
- Henry Ford Health System Heritage 403(b) Plan $1.4B · 14,465
Calvin University 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Michigan, the nearest Other by assets is University of Redlands Retirement Plan in CA ($234M); by covered participants it is University Hospital 403(b) Plan in KY (1,119 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($235M here).
- University of Redlands Retirement Plan (CA) $234M · 751
- Hunterdon Healthcare 403(b) Retirement Savings Plan (NJ) $236M · 2,624
- Valparaiso University Retirement Plan (IN) $236M · 783
- Columbia College Chicago Employees' Retirement Plan (IL) $233M · 1,955
Similar participant headcount
Nearest other-state filings by covered participants (1,118 participants); asset peers above are excluded.
- University Hospital 403(b) Plan (KY) 1,119 · 1 off
- Shell Point Thrift Plan (FL) 1,116 · 2 off
- Stevenson University, Inc. Retirement Savings Plan (MD) 1,120 · 2 off
- 403(b) Thrift Plan for Employees of Ability Beyond Disability, Inc. (CT) 1,121 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.