Other · DOL Form 5500 · 2024
Hillel Day School of Metropolitan Detroit Retirement Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 146
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $144,556
- Avg per participant Above avg balance/head
Official DOL plan name: Hillel Day School of Metropolitan Detroit Tax Shelter Annuity Plan · Sponsored by Hillel Day School of Metropolitan Detroit · Michigan · Educational Services
$21M in assets, 146 participants
Hillel Day School of Metropolitan Detroit's Hillel Day School of Metropolitan Detroit Tax Shelter Annuity Plan reported $21M in total assets and 146 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.
- #1,969 in Educational Services (3,638 peers)
Coverage in Michigan
Hillel Day School of Metropolitan Detroit Tax Shelter Annuity Plan covers 146 participants in Michigan, about 23% of the average Michigan filer (state average ~638 per filing). Assets: $21M.
- #1,969
- in Educational Services (3,638 peers)
- +15.4%
- assets growth YoY
Hillel Day School of Metropolitan Detroit Tax Shelter Annuity Plan's outsized position by total assets
Hillel Day School of Metropolitan Detroit Tax Shelter Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$21,105,136 Top 29% higher than 71% 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
Hillel Day School of Metropolitan Detroit Tax Shelter 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. Hillel Day School of Metropolitan Detroit Tax Shelter Annuity Plan sits mid-pack in the medium band (146 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hillel Day School of Metropolitan Detroit Tax Shelter Annuity Plan end-of-year assets rose from $18M in the plan year 2023 filing to $21M in the plan year 2024 filing.
- Hillel Day School of Metropolitan Detroit Tax Shelter Annuity Plan reported participants fell from 150 in the plan year 2023 filing to 146 in the plan year 2024 filing.
DOL schedule card
Filing strip 381586703 · Hillel Day School of Metropolitan Detroit PY 2024 · Other
Hillel Day School of Metropolitan Detroit Tax Shelter Annuity Plan · $21M · 146 · 71st
- NET $21M
- NET 146
- NET 71st
- NET Other
- NET near Clinicas De Salud Del Pueblo, Inc. Dba Innercare 403(b) Plan
- NET ind #1969
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 →
Hillel Day School of Metropolitan Detroit Tax Shelter Annuity Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $3M |
| Employer EIN | 381586703 |
| Plan Effective Date | 1965-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hillel Day School of Metropolitan Detroit)
Sponsor-wide plan assets over time
All Hillel Day School of Metropolitan Detroit plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 36.55567715327278% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 138 | $15M |
| 2023 | 1 | 150 | $18M |
| 2024 | 1 | 146 | $21M |
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
Hillel Day School of Metropolitan Detroit Tax Shelter Annuity Plan's out-of-state Other peers by assets and headcount
Outside Michigan, the nearest Other by assets is Clinicas De Salud Del Pueblo, Inc. Dba Innercare 403(b) Plan in CA ($21M); by covered participants it is Millbrook School Defined Contribution Retirement 403(b) Plan in NY (146 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
Similar participant headcount
Nearest other-state filings by covered participants (146 participants); asset peers above are excluded.
- Millbrook School Defined Contribution Retirement 403(b) Plan (NY) 146 · 0 off
- Kimbell Art Museum Retirement Plan (TX) 146 · 0 off
- Emma Willard School Defined Contribution and Tax Deferred Annuity Retirement Plan (NY) 146 · 0 off
- The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan (CA) 146 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.