Other · DOL Form 5500 · 2022

Region IV Area Agency on Aging, Inc Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
74
Participants Small participant base
51st
Percentile by assets National rank
$68,113
Avg per participant Below avg balance/head
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Official DOL plan name: Region IV a.a.a. 403(b) Plan · Sponsored by Region IV Area Agency on Aging, Inc · Michigan · Other Services

$5M in assets, 74 participants

Region IV Area Agency on Aging, Inc's Region IV a.a.a. 403(b) Plan reported $5M in total assets and 74 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.

  • #5,844 in Other Services (8,398 peers)

Region IV Area Agency on Aging, Inc multi-year trail

Region IV Area Agency on Aging, Inc's plans moved +37.2% in assets from 2022 to 2024; this filing shows Region IV a.a.a. 403(b) Plan at $5M / 74 participants.

#5,844
in Other Services (8,398 peers)
-31.2%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Region IV a.a.a. 403(b) Plan's mid-pack asset rank among Other Services and all filers

Region IV a.a.a. 403(b) Plan vs every filed plan by assets

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

$5,040,381 Top 49% higher than 51% 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

Region IV a.a.a. 403(b) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Region IV a.a.a. 403(b) Plan is a small filing (74 participants) on this national headcount ladder.

DOL schedule card

Filing strip 382332594 · Region IV Area Agency on Aging, Inc PY 2022 · Other

Region IV a.a.a. 403(b) Plan · $5M · 74 · 51st

  • EBSA $5M
  • PART 74
  • TYPE 51st
  • NET Other
  • BOOK near Mountain Family Health Centers 403b Plan
  • VS-ST ind #5844

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 →

Region IV a.a.a. 403(b) Plan in the asset neighbourhood

Rochester Primary Care Network 403(b) PlanRochester Primary Care Netwo…$5MRegion IV a.a.a. 403(b) Plan$5MMountain Family Health Centers 403b PlanMountain Family Health Cente…$5MThe Adler Planetarium Defined Contribution Retirement Income PlanThe Adler Planetarium Define…$5M403(b) Thrift Plan for Employees of Easter Seals Rio Grande Valley403(b) Thrift Plan for Emplo…$5M
End-of-year total assets ($M) among Region IV a.a.a. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Region IV Area Agency on Aging, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Region IV Area Agency on Aging, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$7M 37.2142701117237% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $5.04M $6.92M ▲ +37.3%
Year Plans Participants Total Assets
2022 1 74 $5M
2023 1 74 $6M
2024 1 85 $7M

Region IV Area Agency on Aging, Inc filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$5M
Net Income-$2M
Employer EIN382332594
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Michigan

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

Region IV a.a.a. 403(b) Plan vs. nearby Other plans in Michigan, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Region IV a.a.a. 403(b) Plan, Total assets ($B): 0.005040381 · Participants: 74Region IV a.a.a. 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
Region IV a.a.a. 403(b) Plan vs. nearby Other plans in Michigan, assets vs. participants
Compare Region IV a.a.a. 403(b) Plan side-by-side with 3 peers →

Region IV a.a.a. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Michigan, the nearest Other by assets is Mountain Family Health Centers 403b Plan in CO ($5M); by covered participants it is Hillbrook School Defined Contribution Retirement Plan in CA (74 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (74 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 Region IV a.a.a. 403(b) Plan assets move in 2022? ▼
Region IV a.a.a. 403(b) Plan contracted severely - down 31.2% during 2022, from $7M to $5M. Reported net income was -$2M.
How have Region IV Area Agency on Aging, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Region IV Area Agency on Aging, Inc's sponsor-wide assets grew 37.2%, from $5M to $7M.
Which Other plans are similar in size to Region IV a.a.a. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Mountain Family Health Centers 403b Plan in CO ($5M, 174 participants).
Which Other plans cover a similar participant headcount to Region IV a.a.a. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Hillbrook School Defined Contribution Retirement Plan in CA (74 participants, $15M 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 382332594.

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.