Other · DOL Form 5500 · 2024

Kalamazoo College Retirement Plan

Data updated 2026-08-25

$133M
Total assets Near avg plan size
369
Participants Below avg headcount
92nd
Percentile by assets National rank
$359,389
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kalamazoo College Defined Contribution Retirement Plan · Sponsored by Kalamazoo College · Michigan · Educational Services

$133M in assets, 369 participants

Kalamazoo College's Kalamazoo College Defined Contribution Retirement Plan reported $133M in total assets and 369 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #3,148 in Educational Services (3,638 peers)

Where Kalamazoo College Defined Contribution Retirement Plan sits by assets

Kalamazoo College Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $133M for 369 participants (~$359,389/participant), up 5.4% in 2024.

#3,148
in Educational Services (3,638 peers)
+5.4%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Kalamazoo College Defined Contribution Retirement Plan's outsized position by total assets

Kalamazoo College Defined Contribution Retirement Plan vs every filed plan by assets

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

$132,614,564 Top 8% higher than 92% 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

Kalamazoo College Defined Contribution 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. Kalamazoo College Defined Contribution Retirement Plan sits mid-pack in the medium band (369 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kalamazoo College Defined Contribution Retirement Plan reported net income fell from $11M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Kalamazoo College Defined Contribution Retirement Plan end-of-year assets rose from $126M in the plan year 2023 filing to $133M in the plan year 2024 filing.
  • Kalamazoo College Defined Contribution Retirement Plan reported participants rose from 364 in the plan year 2023 filing to 369 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 381358014 · Kalamazoo College PY 2024 · Other

Kalamazoo College Defined Contribution Retirement Plan · $133M · 369 · 92nd

  • PHOTO $133M
  • IND 369
  • EOY 92nd
  • 5500 Other
  • ASSETS near Pli Retirement Savings Plan
  • PCT ind #3148

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 →

Kalamazoo College Defined Contribution Retirement Plan in the asset neighbourhood

Mcdaniel College Defined Contribution Retirement PlanMcdaniel College Defined Con…$133MHampton University Defined Contribution Retirement PlanHampton University Defined C…$133MKalamazoo College Defined Contribution Retirement PlanKalamazoo College Defined Co…$133MPli Retirement Savings Plan$133MRobert Wood Johnson Foundation Matched Savings PlanRobert Wood Johnson Foundati…$132M
End-of-year total assets ($M) among Kalamazoo College Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$126M
Net Assets (End of Year)$133M
Net Income$7M
Employer EIN381358014
Plan Effective Date1944-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kalamazoo College)

Sponsor-wide plan assets over time

All Kalamazoo College plans reported in each filing year

Latest sponsor-wide plan assets
$133M 15.809005080749833% vs 2022
2024 filing year
$110M$120M$130M$140M 202220232024 $115M $133M ▲ +15.8%
Year Plans Participants Total Assets
2022 1 364 $115M
2023 1 364 $126M
2024 1 369 $133M

Nearby Other Plans in Michigan

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

Kalamazoo College Defined Contribution Retirement Plan vs. nearby Other plans in Michigan, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Kalamazoo College Defined Contribution Retirement Plan, Total assets ($B): 0.132614564 · Participants: 369Kalamazoo College Defined Contribution 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
Kalamazoo College Defined Contribution Retirement Plan vs. nearby Other plans in Michigan, assets vs. participants

Kalamazoo College Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Michigan, the nearest Other by assets is Pli Retirement Savings Plan in NY ($133M); by covered participants it is Army Residence Community 403b Plan in TX (369 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (369 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 Kalamazoo College Defined Contribution Retirement Plan assets move in 2024?
Kalamazoo College Defined Contribution Retirement Plan grew at a solid clip - up 5.4% during 2024, from $126M to $133M. Reported net income was $7M.
How have Kalamazoo College plan assets changed over time?
Across 3 plan years on file (2022-2024), Kalamazoo College's sponsor-wide assets grew 15.8%, from $115M to $133M.
Where does Kalamazoo College Defined Contribution Retirement Plan rank by assets among Form 5500 filers?
Kalamazoo College Defined Contribution Retirement Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Kalamazoo College Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by assets is Pli Retirement Savings Plan in NY ($133M, 309 participants).
Which Other plans cover a similar participant headcount to Kalamazoo College Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by covered participants is Army Residence Community 403b Plan in TX (369 participants, $6M in assets).