Other · DOL Form 5500 · 2024

Walsh College Retirement Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
212
Participants Below avg headcount
75th
Percentile by assets National rank
$124,400
Avg per participant Near avg balance/head
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Official DOL plan name: Walsh College Tax Sheltered Annuity Plan · Sponsored by Walsh College · Michigan · Educational Services

$26M in assets, 212 participants

Walsh College's Walsh College Tax Sheltered Annuity Plan reported $26M in total assets and 212 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #2,159 in Educational Services (3,638 peers)

Coverage in Michigan

Walsh College Tax Sheltered Annuity Plan covers 212 participants in Michigan, about 33% of the average Michigan filer (state average ~638 per filing). Assets: $26M.

#2,159
in Educational Services (3,638 peers)
-2.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $697K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Walsh College Tax Sheltered Annuity Plan's outsized position by total assets

Walsh College Tax Sheltered Annuity Plan vs every filed plan by assets

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

$26,372,859 Top 25% higher than 75% 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

Walsh College Tax Sheltered Annuity 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. Walsh College Tax Sheltered Annuity Plan sits mid-pack in the medium band (212 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Walsh College Tax Sheltered Annuity Plan reported net income fell from $1M in the plan year 2023 filing to -$697K in the plan year 2024 filing.
  • Walsh College Tax Sheltered Annuity Plan end-of-year assets fell from $27M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Walsh College Tax Sheltered Annuity Plan reported participants rose from 209 in the plan year 2023 filing to 212 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 381308480 · Walsh College PY 2024 · Other

Walsh College Tax Sheltered Annuity Plan · $26M · 212 · 75th

  • PCT $26M
  • PCT 212
  • PCT 75th
  • PCT Other
  • PCT near 403(b) Thrift Plan for University Settlement Society of New York
  • PCT ind #2159

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 →

Walsh College Tax Sheltered Annuity Plan in the asset neighbourhood

The Jewish Federations of North America 403(b) DC PlanThe Jewish Federations of No…$26MWalsh College Tax Sheltered Annuity PlanWalsh College Tax Sheltered …$26M403(b) Thrift Plan for University Settlement Society of New York403(b) Thrift Plan for Unive…$26MStephens College DC Retirement PlanStephens College DC Retireme…$26MSociety for Neuroscience 403(b) Retirement PlanSociety for Neuroscience 403…$26M
End-of-year total assets ($M) among Walsh College Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Michigan filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$26M
Net Income-$697K
Employer EIN381308480
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Walsh College)

Sponsor-wide plan assets over time

All Walsh College plans reported in each filing year

Latest sponsor-wide plan assets
$34M 2.3028836693613655% vs 2022
2024 filing year
$33M$34M$35M$36M 202220232024 $33.5M $34.3M ▲ +2.3%
Year Plans Participants Total Assets
2022 2 254 $34M
2023 2 243 $35M
2024 2 242 $34M

Nearby Other Plans in Michigan

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

Walsh College Tax Sheltered Annuity Plan vs. nearby Other plans in Michigan, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Walsh College Tax Sheltered Annuity Plan, Total assets ($B): 0.026372859 · Participants: 212Walsh College Tax Sheltered Annuity 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
Walsh College Tax Sheltered Annuity Plan vs. nearby Other plans in Michigan, assets vs. participants
Compare Walsh College Tax Sheltered Annuity Plan side-by-side with 3 peers →

Walsh College Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside Michigan, the nearest Other by assets is 403(b) Thrift Plan for University Settlement Society of New York in NY ($26M); by covered participants it is Cumberland County Hospital 403(b) Plan in KY (212 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (212 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 Walsh College Tax Sheltered Annuity Plan assets move in 2024? ▼
Walsh College Tax Sheltered Annuity Plan edged down modestly - down 2.6% during 2024, from $27M to $26M. Reported net income was -$697K.
How have Walsh College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Walsh College's sponsor-wide assets grew 2.3%, from $34M to $34M.
Where does Walsh College Tax Sheltered Annuity Plan rank by assets among Form 5500 filers? ▼
Walsh College Tax Sheltered Annuity Plan ranks in the 75th 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 Walsh College Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan for University Settlement Society of New York in NY ($26M, 602 participants).
Which Other plans cover a similar participant headcount to Walsh College Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Cumberland County Hospital 403(b) Plan in KY (212 participants, $11M 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 381308480.

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.