My Plan Facts

Employers › Michigan

Employer · plans filed under one EIN

Baker College Professional Services, Inc.

Owosso, MI · Educational services

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$96.9Mnet assets across plans
1,787participant records1,244 active
$2.0Memployer contributions, latest plan years$1,617 per active record
$177KSchedule C compensation to organisations$98.83 per participant record

2 retirement plans with 100 or more participants file Form 5500 under Baker College Professional Services, Inc.'s employer identification number (Owosso, Michigan). Their latest filings total 1,787 participant records and $96.9M in net assets.

The largest is Baker College Employees' Pension Trust, a money purchase plan with 905 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $2.0M and participant contributions $1.1M in the latest plan years; benefits paid were $8.6M. Schedule C compensation reported to service provider organisations totalled $177K.

Combined net assets moved from $80.3M in 2015 to $96.9M in 2024 (up 21%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Baker College Employees' Pension Trustmoney purchase plan2024905$87.3M$96,424$5,078$118K
Baker College Professional Services 403(b) Plan403(b) plan2024882$9.7M$10,951—$58K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2015: $80.3M2016: $86.8M2017: $89.3M2018: $86.3M2019: $90.9M2020: $104M2021: $85.3M2022: $85.7M2023: $93.0M2024: $96.9M$80.3M$104M$96.9M2015201620202024
Combined net assets
2015: 1,3712016: 1,3402017: 1,3252018: 1,2302019: 1,1582020: 1,0802021: 9992022: 1,9432023: 1,8512024: 1,7871,3711,9431,7872015201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202421,787$96.9M$2.0M$1.1M
202321,851$93.0M$2.1M$1.0M
202221,943$85.7M$2.0M$532K
20211999$85.3M$1.9M$0
202011,080$104M$2.2M$0
201911,158$90.9M$2.8M$0
201811,230$86.3M$3.3M$0
201711,325$89.3M$3.5M$0
201611,340$86.8M$4.3M$0
201511,371$80.3M$4.6M$0

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
MML Investors Services Inc.—1$104,119
Lincoln National CorporationContract Administrator1$44,256
MmlisInvestment advisory (plan)2$17,039
Empower Annuity Insurance Company—1$8,425
Empower Advisory Group, LLCInvestment management1$2,772

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

MML Investors Services Inc.$104K
Lincoln National Corporation$44K
Mmlis$17K
Empower Annuity Insurance Company$8,425
Empower Advisory Group, LLC$2,772

Questions and answers

How many retirement plans does Baker College Professional Services, Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Baker College Employees' Pension Trust and Baker College Professional Services 403(b) Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Baker College Professional Services, Inc. contribute to its plans?

$2,011,011 in employer contributions across these plans in their latest plan years, about $1,617 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name MML Investors Services Inc., Lincoln National Corporation, Mmlis and Empower Annuity Insurance Company and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.