Other · DOL Form 5500 · 2024

The Heritage Community of Kalamazoo Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
255
Participants Below avg headcount
47th
Percentile by assets National rank
$25,091
Avg per participant Low balance/head
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Official DOL plan name: The Heritage Community of Kalamazoo 403 (B) Plan · Sponsored by The Heritage Community of Kalamazoo · Michigan · Healthcare & Social Assistance

$6M in assets, 255 participants

The Heritage Community of Kalamazoo's The Heritage Community of Kalamazoo 403 (B) Plan reported $6M in total assets and 255 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #8,580 in Healthcare & Social Assistance (16,916 peers)

Coverage in Michigan

The Heritage Community of Kalamazoo 403 (B) Plan covers 255 participants in Michigan, about 40% of the average Michigan filer (state average ~638 per filing). Assets: $6M.

#8,580
in Healthcare & Social Assistance (16,916 peers)
+9.5%
assets growth YoY

The Heritage Community of Kalamazoo 403 (B) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Heritage Community of Kalamazoo 403 (B) Plan vs every filed plan by assets

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

$6,398,297 47th percentile higher than 47% 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

The Heritage Community of Kalamazoo 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. The Heritage Community of Kalamazoo 403 (B) Plan sits mid-pack in the medium band (255 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Heritage Community of Kalamazoo 403 (B) Plan reported net income rose from -$119K in the plan year 2023 filing to $556K in the plan year 2024 filing.
  • The Heritage Community of Kalamazoo 403 (B) Plan reported participants fell from 317 in the plan year 2023 filing to 255 in the plan year 2024 filing.
  • The Heritage Community of Kalamazoo 403 (B) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 382758582 · The Heritage Community of Kalamazoo PY 2024 · Other

The Heritage Community of Kalamazoo 403 (B) Plan · $6M · 255 · 47th

  • VS-ST $6M
  • BOY 255
  • SCH 47th
  • EBSA Other
  • PART near The Poynter Institute for Media Studies, Inc. Tax Sheltered Annuity Retirement Plan
  • TYPE ind #8580

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 Healthcare & Social Assistance retirement plans → · Plans in Michigan →

The Heritage Community of Kalamazoo 403 (B) Plan in the asset neighbourhood

403(b) Thrift Plan for Employees of Youngstown Area Jewish Federation403(b) Thrift Plan for Emplo…$6MJewish Family Service of Dallas 403(b) Savings PlanJewish Family Service of Dal…$6MThe Heritage Community of Kalamazoo 403 (B) PlanThe Heritage Community of Ka…$6MThe Poynter Institute for Media Studies, Inc. Tax Sheltered Annuity Retirement PlanThe Poynter Institute for Me…$6MPuff, Sierzega & Macfeeters LLC TrPuff, Sierzega & Macfeeters …$6M
End-of-year total assets ($M) among The Heritage Community of Kalamazoo 403 (B) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Michigan filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$556K
Employer EIN382758582
Plan Effective Date2001-12-05
Filing StatusFILING RECEIVED

Sponsor Plan History (The Heritage Community of Kalamazoo)

Sponsor-wide plan assets over time

All The Heritage Community of Kalamazoo plans reported in each filing year

Latest sponsor-wide plan assets
$7M 5.488792075885889% vs 2022
2024 filing year
$6M$6.2M$6.4M$6.6M$6.8M 202220232024 $6.29M $6.64M ▲ +5.6%
Year Plans Participants Total Assets
2022 2 620 $6M
2023 2 634 $6M
2024 2 510 $7M

Nearby Other Plans in Michigan

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

The Heritage Community of Kalamazoo 403 (B) Plan vs. nearby Other plans in Michigan, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants The Heritage Community of Kalamazoo 403 (B) Plan, Total assets ($B): 0.006398297 · Participants: 255The Heritage Community of Kalamazoo 403 (B) 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
The Heritage Community of Kalamazoo 403 (B) Plan vs. nearby Other plans in Michigan, assets vs. participants
Compare The Heritage Community of Kalamazoo 403 (B) Plan side-by-side with 3 peers →

The Heritage Community of Kalamazoo 403 (B) Plan's out-of-state Other peers by assets and headcount

Outside Michigan, the nearest Other by assets is The Poynter Institute for Media Studies, Inc. Tax Sheltered Annuity Retirement Plan in FL ($6M); by covered participants it is Radiological Society of North America Defined Contribution Retirement Plan in IL (255 participants). Same-state nearby plans are listed separately above.

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 The Heritage Community of Kalamazoo 403 (B) Plan assets move in 2024? ▼
The Heritage Community of Kalamazoo 403 (B) Plan grew at a solid clip - up 9.5% during 2024, from $6M to $6M. Reported net income was $556K.
How have The Heritage Community of Kalamazoo plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Heritage Community of Kalamazoo's sponsor-wide assets grew 5.5%, from $6M to $7M.
Which Other plans are similar in size to The Heritage Community of Kalamazoo 403 (B) Plan? ▼
Among Other plans in other states, the closest by assets is The Poynter Institute for Media Studies, Inc. Tax Sheltered Annuity Retirement Plan in FL ($6M, 82 participants).
Which Other plans cover a similar participant headcount to The Heritage Community of Kalamazoo 403 (B) Plan? ▼
Among Other plans in other states, the closest by covered participants is Radiological Society of North America Defined Contribution Retirement Plan in IL (255 participants, $80M 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 382758582.

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.