401(k) · DOL Form 5500 · 2022

Upper Great Lakes Family Heath Center 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
199
Participants Below avg headcount
52nd
Percentile by assets National rank
$26,983
Avg per participant Low balance/head
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Official DOL plan name: Upper Great Lakes Family Health Center Retirement Plan · Sponsored by Upper Great Lakes Family Heath Center · Michigan · Healthcare & Social Assistance

$5M in assets, 199 participants

Upper Great Lakes Family Heath Center's Upper Great Lakes Family Health Center Retirement Plan reported $5M in total assets and 199 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #11,609 in Healthcare & Social Assistance (20,060 peers)

Coverage in Michigan

Upper Great Lakes Family Health Center Retirement Plan covers 199 participants in Michigan, about 31% of the average Michigan filer (state average ~638 per filing). Assets: $5M.

#11,609
in Healthcare & Social Assistance (20,060 peers)
-5.8%
assets change YoY

Upper Great Lakes Family Health Center Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Upper Great Lakes Family Health Center Retirement Plan vs every filed plan by assets

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

$5,369,646 Top 48% higher than 52% 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 Great Lakes Family Health Center Retirement 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 Great Lakes Family Health Center Retirement Plan sits mid-pack in the medium band (199 participants).

DOL schedule card

Filing strip 264299275 · Upper Great Lakes Family Heath Center PY 2022 · 401(k)

Upper Great Lakes Family Health Center Retirement Plan · $5M · 199 · 52nd

  • PCT $5M
  • PCT 199
  • PCT 52nd
  • PCT 401(k)
  • PCT near Encore Bank 401(k) Savings Plan
  • PCT ind #11609

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 →

Upper Great Lakes Family Health Center Retirement Plan in the asset neighbourhood

Upper Great Lakes Family Health Center Retirement PlanUpper Great Lakes Family Hea…$5MEncore Bank 401(k) Savings PlanEncore Bank 401(k) Savings P…$5MGrande Aire Services Inc 401 K Profit Sharing Plan TrustGrande Aire Services Inc 401…$5MWeekes Construction, Inc. Profit Sharing Plan and TrustWeekes Construction, Inc. Pr…$5MBell Investment Advisors, Inc. 401(k) PlanBell Investment Advisors, In…$5M
End-of-year total assets ($M) among Upper Great Lakes Family Health Center Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Michigan filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income$62K
Employer EIN264299275
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Upper Great Lakes Family Heath Center)

Sponsor-wide plan assets over time

All Upper Great Lakes Family Heath Center plans reported in each filing year

Latest sponsor-wide plan assets
$9M 59.183063464518895% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.37M $8.55M ▲ +59.2%
Year Plans Participants Total Assets
2022 1 199 $5M
2023 1 205 $7M
2024 1 207 $9M

Nearby 401(k) Plans in Michigan

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

Upper Great Lakes Family Health Center Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Upper Great Lakes Family Health Center Retirement Plan, Total assets ($B): 0.005369646 · Participants: 199Upper Great Lakes Family Health Center Retirement 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 Great Lakes Family Health Center Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Upper Great Lakes Family Health Center Retirement Plan side-by-side with 3 peers →

Upper Great Lakes Family Health Center Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Encore Bank 401(k) Savings Plan in AR ($5M); by covered participants it is Retirement 401(k) Plan in IL (199 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (199 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 Great Lakes Family Health Center Retirement Plan assets move in 2022? ▼
Upper Great Lakes Family Health Center Retirement Plan pulled back noticeably - down 5.8% during 2022, from $6M to $5M. Reported net income was $62K.
How have Upper Great Lakes Family Heath Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Upper Great Lakes Family Heath Center's sponsor-wide assets grew 59.2%, from $5M to $9M.
Which 401(k) plans are similar in size to Upper Great Lakes Family Health Center Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Encore Bank 401(k) Savings Plan in AR ($5M, 189 participants).
Which 401(k) plans cover a similar participant headcount to Upper Great Lakes Family Health Center Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Retirement 401(k) Plan in IL (199 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 264299275.

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.