Other · DOL Form 5500 · 2022
Southeastern Michigan Health Association Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 242
- Participants Below avg headcount
- 63rd
- Percentile by assets National rank
- $37,657
- Avg per participant Low balance/head
Official DOL plan name: Tax Deferred Annuity Plan of Southeastern Michigan Health Association · Sponsored by Southeastern Michigan Health Association · Michigan · Other Services
$9M in assets, 242 participants
Southeastern Michigan Health Association's Tax Deferred Annuity Plan of Southeastern Michigan Health Association reported $9M in total assets and 242 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.
- #6,586 in Other Services (8,398 peers)
Coverage in Michigan
Tax Deferred Annuity Plan of Southeastern Michigan Health Association covers 242 participants in Michigan, about 38% of the average Michigan filer (state average ~638 per filing). Assets: $9M.
- #6,586
- in Other Services (8,398 peers)
- -9.9%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Tax Deferred Annuity Plan of Southeastern Michigan Health Association's mid-pack asset rank among Other Services and all filers
Tax Deferred Annuity Plan of Southeastern Michigan Health Association vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,113,051 Top 37% higher than 63% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Tax Deferred Annuity Plan of Southeastern Michigan Health Association 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. Tax Deferred Annuity Plan of Southeastern Michigan Health Association sits mid-pack in the medium band (242 participants).
DOL schedule card
Filing strip 381671500 · Southeastern Michigan Health Association PY 2022 · Other
Tax Deferred Annuity Plan of Southeastern Michigan Health Association · $9M · 242 · 63rd
- TYPE $9M
- NET 242
- BOOK 63rd
- VS-ST Other
- BOY near Melwood Horticultural Training Center Inc. Retirement Plan
- SCH ind #6586
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 Other Services retirement plans → · Plans in Michigan →
Tax Deferred Annuity Plan of Southeastern Michigan Health Association in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$1M |
| Employer EIN | 381671500 |
| Plan Effective Date | 1994-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southeastern Michigan Health Association)
Sponsor-wide plan assets over time
All Southeastern Michigan Health Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 12.347000019429984% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 646 | $17M |
| 2023 | 2 | 709 | $18M |
| 2024 | 2 | 576 | $19M |
Nearby Other Plans in Michigan
Peer Other plans, same state, same plan type, ranked by total assets.
- Fca US LLC Salaried Employees' Savings Plan $4.3B · 17,796
- Fca US LLC UAW Savings Plan $4.1B · 52,211
- Spectrum Health System 403(b) Plan $2.3B · 26,631
- Beaumont Health 403(b) Retirement Savings Plan $2.2B · 33,585
- Mclaren Employees' 403(b) Retirement Plan $1.4B · 21,255
Tax Deferred Annuity Plan of Southeastern Michigan Health Association's out-of-state Other peers by assets and headcount
Outside Michigan, the nearest Other by assets is Melwood Horticultural Training Center Inc. Retirement Plan in MD ($9M); by covered participants it is The Leffell School Retirement Plan in NY (242 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (242 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.