Other · DOL Form 5500 · 2022

Alcona Citizens for Health, Inc. Retirement Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
343
Participants Below avg headcount
69th
Percentile by assets National rank
$35,688
Avg per participant Low balance/head
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Official DOL plan name: Alcona Citizens for Health, Inc. 403(b) Plan · Sponsored by Alcona Citizens for Health, Inc. · Michigan · Healthcare & Social Assistance

$12M in assets, 343 participants

Alcona Citizens for Health, Inc.'s Alcona Citizens for Health, Inc. 403(b) Plan reported $12M in total assets and 343 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #14,822 in Healthcare & Social Assistance (20,060 peers)

Alcona Citizens for Health, Inc. multi-year trail

Alcona Citizens for Health, Inc.'s plans moved +42.0% in assets from 2022 to 2024; this filing shows Alcona Citizens for Health, Inc. 403(b) Plan at $12M / 343 participants.

#14,822
in Healthcare & Social Assistance (20,060 peers)
-20.7%
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.

Alcona Citizens for Health, Inc. 403(b) Plan's outsized position by total assets

Alcona Citizens for Health, Inc. 403(b) Plan vs every filed plan by assets

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

$12,240,947 Top 31% higher than 69% 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

Alcona Citizens for Health, Inc. 403(b) 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. Alcona Citizens for Health, Inc. 403(b) Plan sits mid-pack in the medium band (343 participants).

Published 5500 schedule card

Filing strip 382170985 · Alcona Citizens for Health, Inc. PY 2022 · Other

Alcona Citizens for Health, Inc. 403(b) Plan · $12M · 343 · 69th

  • EOY $12M
  • EOY 343
  • EOY 69th
  • EOY Other
  • EOY near Jewish Social Service Agency 403(b) Plan
  • EOY ind #14822

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 →

Alcona Citizens for Health, Inc. 403(b) Plan in the asset neighbourhood

Webber Intl. University, Inc. 403(b) DC & Tda PlanWebber Intl. University, Inc…$12MTax Deferred Annuity Plan$12MGfhc Employee Retirement Savings PlanGfhc Employee Retirement Sav…$12MAlcona Citizens for Health, Inc. 403(b) PlanAlcona Citizens for Health, …$12MJewish Social Service Agency 403(b) PlanJewish Social Service Agency…$12M
End-of-year total assets ($M) among Alcona Citizens for Health, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Alcona Citizens for Health, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Alcona Citizens for Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 42.0212749879564% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12.2M $17.4M ▲ +42.0%
Year Plans Participants Total Assets
2022 1 343 $12M
2023 1 366 $14M
2024 1 377 $17M

Alcona Citizens for Health, Inc. filing trail (2022)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$12M
Net Income-$3M
Employer EIN382170985
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Michigan

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

Alcona Citizens for Health, Inc. 403(b) Plan vs. nearby Other plans in Michigan, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Alcona Citizens for Health, Inc. 403(b) Plan, Total assets ($B): 0.012240947 · Participants: 343Alcona Citizens for Health, Inc. 403(b) PlanFca US LLC Salaried Employees' Savings Plan, Total assets ($B): 4.271049081 · Participants: 17796Fca US LLC Salaried Employees' Savings PlanFca US LLC UAW Savings Plan, Total assets ($B): 4.120620788 · Participants: 52211Fca US LLC UAW Savings PlanSpectrum Health System 403(b) Plan, Total assets ($B): 2.34463562 · Participants: 26631Spectrum Health System 403(b) PlanBeaumont Health 403(b) Retirement Savings Plan, Total assets ($B): 2.23567862 · Participants: 33585Beaumont Health 403(b) Retirement Savings PlanMclaren Employees' 403(b) Retirement Plan, Total assets ($B): 1.449747534 · Participants: 21255Mclaren Employees' 403(b) Retirement Plan
Alcona Citizens for Health, Inc. 403(b) Plan vs. nearby Other plans in Michigan, assets vs. participants

Alcona Citizens for Health, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Michigan, the nearest Other by assets is Jewish Social Service Agency 403(b) Plan in MD ($12M); by covered participants it is Fellowship Community 403b Plan in PA (343 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (343 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 Alcona Citizens for Health, Inc. 403(b) Plan assets move in 2022?
Alcona Citizens for Health, Inc. 403(b) Plan declined sharply - down 20.7% during 2022, from $15M to $12M. Reported net income was -$3M.
How have Alcona Citizens for Health, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Alcona Citizens for Health, Inc.'s sponsor-wide assets grew 42.0%, from $12M to $17M.
Which Other plans are similar in size to Alcona Citizens for Health, Inc. 403(b) Plan?
Among Other plans in other states, the closest by assets is Jewish Social Service Agency 403(b) Plan in MD ($12M, 420 participants).
Which Other plans cover a similar participant headcount to Alcona Citizens for Health, Inc. 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Fellowship Community 403b Plan in PA (343 participants, $4M in assets).