401(k) · DOL Form 5500 · 2022

Upper Peninsula Managed Care, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
145
Participants Small participant base
67th
Percentile by assets National rank
$75,507
Avg per participant Below avg balance/head
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Official DOL plan name: Upper Peninsula Health Plan 401(k) Profit Sharing Plan · Sponsored by Upper Peninsula Managed Care, LLC · Michigan · Management of Enterprises

$11M in assets, 145 participants

Upper Peninsula Managed Care, LLC's Upper Peninsula Health Plan 401(k) Profit Sharing Plan reported $11M in total assets and 145 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #535 in Management of Enterprises (1,193 peers)

Coverage in Michigan

Upper Peninsula Health Plan 401(k) Profit Sharing Plan covers 145 participants in Michigan, about 23% of the average Michigan filer (state average ~638 per filing). Assets: $11M.

#535
in Management of Enterprises (1,193 peers)
-19.6%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Upper Peninsula Health Plan 401(k) Profit Sharing Plan's outsized position by total assets

Upper Peninsula Health Plan 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$10,948,446 Top 33% higher than 67% of 139,123 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 2022

Upper Peninsula Health Plan 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Upper Peninsula Health Plan 401(k) Profit Sharing Plan sits mid-pack in the medium band (145 participants).

DOL schedule card

Filing strip 383323620 · Upper Peninsula Managed Care, LLC PY 2022 · 401(k)

Upper Peninsula Health Plan 401(k) Profit Sharing Plan · $11M · 145 · 67th

  • 5500 $11M
  • ASSETS 145
  • PCT 67th
  • EIN 401(k)
  • RANK near Tharaldson Hospitality Staffing, LLC 401(k) Plan
  • PHOTO ind #535

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 Management of Enterprises retirement plans → · Plans in Michigan →

Upper Peninsula Health Plan 401(k) Profit Sharing Plan in the asset neighbourhood

Upper Peninsula Health Plan 401(k) Profit Sharing PlanUpper Peninsula Health Plan …$11MTharaldson Hospitality Staffing, LLC 401(k) PlanTharaldson Hospitality Staff…$11MSouthern Eagle Distributing, Inc 401(k) Retirement PlanSouthern Eagle Distributing,…$11MPanhandle Eye Group, LLP 401(k) PlanPanhandle Eye Group, LLP 401…$11MTwin Cities Co-Op Partners 401(k) Plan and TrustTwin Cities Co-Op Partners 4…$11M
End-of-year total assets ($M) among Upper Peninsula Health Plan 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Michigan filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$11M
Net Income-$3M
Employer EIN383323620
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Upper Peninsula Managed Care, LLC)

Sponsor-wide plan assets over time

All Upper Peninsula Managed Care, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 37.358817863283974% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11M $15M ▲ +37.4%
Year Plans Participants Total Assets
2022 1 145 $11M
2023 1 165 $13M
2024 1 175 $15M

Nearby 401(k) Plans in Michigan

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Upper Peninsula Health Plan 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Upper Peninsula Health Plan 401(k) Profit Sharing Plan, Total assets ($B): 0.010948446 · Participants: 145Upper Peninsula Health Plan 401(k) Profit Sharing PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 18.071817726 · Participants: 43382General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 13.833597622 · Participants: 32974Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 9.307640951 · Participants: 16930The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 7.545889119 · Participants: 40458The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 6.44558193 · Participants: 57811Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Upper Peninsula Health Plan 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Upper Peninsula Health Plan 401(k) Profit Sharing Plan side-by-side with 3 peers →

Upper Peninsula Health Plan 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Tharaldson Hospitality Staffing, LLC 401(k) Plan in IL ($11M); by covered participants it is Empower Health Services LLC 401(k) Profit Sharing Plan & Trust in IL (145 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (145 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Upper Peninsula Health Plan 401(k) Profit Sharing Plan assets move in 2022? ▼
Upper Peninsula Health Plan 401(k) Profit Sharing Plan declined sharply - down 19.6% during 2022, from $14M to $11M. Reported net income was -$3M.
How have Upper Peninsula Managed Care, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Upper Peninsula Managed Care, LLC's sponsor-wide assets grew 37.4%, from $11M to $15M.
Which 401(k) plans are similar in size to Upper Peninsula Health Plan 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tharaldson Hospitality Staffing, LLC 401(k) Plan in IL ($11M, 1,862 participants).
Which 401(k) plans cover a similar participant headcount to Upper Peninsula Health Plan 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Empower Health Services LLC 401(k) Profit Sharing Plan & Trust in IL (145 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 383323620.

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.