Other · DOL Form 5500 · 2023

CHUGACHMIUT Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
77
Participants Small participant base
43rd
Percentile by assets National rank
$61,445
Avg per participant Low balance/head
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Official DOL plan name: Tax Deferred Annuity Plan for Employees of Chugachmiut · Sponsored by CHUGACHMIUT · Alaska · Healthcare & Social Assistance

$5M in assets, 77 participants

CHUGACHMIUT's Tax Deferred Annuity Plan for Employees of Chugachmiut reported $5M in total assets and 77 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,290 in Healthcare & Social Assistance (17,684 peers)

CHUGACHMIUT multi-year trail

CHUGACHMIUT's plans moved +26.1% in assets from 2022 to 2024; this filing shows Tax Deferred Annuity Plan for Employees of Chugachmiut at $5M / 77 participants.

#8,290
in Healthcare & Social Assistance (17,684 peers)
+16.1%
assets growth YoY

Tax Deferred Annuity Plan for Employees of Chugachmiut's mid-pack asset rank among Healthcare & Social Assistance and all filers

Tax Deferred Annuity Plan for Employees of Chugachmiut vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,731,275 43rd percentile higher than 43% of 127,068 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 2023

Tax Deferred Annuity Plan for Employees of Chugachmiut among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tax Deferred Annuity Plan for Employees of Chugachmiut is a small filing (77 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tax Deferred Annuity Plan for Employees of Chugachmiut reported net income rose from -$121K in the plan year 2022 filing to $657K in the plan year 2023 filing.
  • Tax Deferred Annuity Plan for Employees of Chugachmiut end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Tax Deferred Annuity Plan for Employees of Chugachmiut reported participants rose from 67 in the plan year 2022 filing to 77 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 920046614 · CHUGACHMIUT PY 2023 · Other

Tax Deferred Annuity Plan for Employees of Chugachmiut · $5M · 77 · 43rd

  • TYPE $5M
  • TYPE 77
  • TYPE 43rd
  • TYPE Other
  • TYPE near Tax Deferred Annuity Plan of Jefferson Regional Medical Center
  • TYPE ind #8290

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 Alaska →

Tax Deferred Annuity Plan for Employees of Chugachmiut in the asset neighbourhood

Tax Deferred Annuity Plan for Employees of ChugachmiutTax Deferred Annuity Plan fo…$5MTax Deferred Annuity Plan of Jefferson Regional Medical CenterTax Deferred Annuity Plan of…$5M403(b) Thrift Plan of Health Services, Inc.403(b) Thrift Plan of Health…$5M403(b) Thrift Plan for Employees of Coastal Hospice403(b) Thrift Plan for Emplo…$5MHardin County General Hospital Tax Deferred Annuity PlanHardin County General Hospit…$5M
End-of-year total assets ($M) among Tax Deferred Annuity Plan for Employees of Chugachmiut and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

CHUGACHMIUT multi-year asset trail

Sponsor-wide plan assets over time

All CHUGACHMIUT plans reported in each filing year

Latest sponsor-wide plan assets
$13M 26.063570698819323% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $10.3M $13M ▲ +26.1%
Year Plans Participants Total Assets
2022 2 188 $10M
2023 2 198 $12M
2024 2 195 $13M

CHUGACHMIUT filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$657K
Employer EIN920046614
Plan Effective Date1993-12-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Alaska

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

Tax Deferred Annuity Plan for Employees of Chugachmiut vs. nearby Other plans in Alaska, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -50050100150200250 Total assets ($M) Participants Tax Deferred Annuity Plan for Employees of Chugachmiut, Total assets ($M): 4.731275 · Participants: 77Tax Deferred Annuity Plan for Employees of ChugachmiutAlaska Native Tribal Health Consortium Retirement Savings Plan, Total assets ($M): 191.807166 · Participants: 3491Alaska Native Tribal Health Consortium Retirement Savings PlanAlaska Native Tribal Health Consortium Retirement Plan, Total assets ($M): 127.854041 · Participants: 2433Alaska Native Tribal Health Consortium Retirement PlanCentral Peninsula Hospital Retirement Plan, Total assets ($M): 97.787456 · Participants: 1041Central Peninsula Hospital Retirement PlanBrooks Range 401(k) Profit Sharing Plan K'oyitl'ots'ina, Ltd., Total assets ($M): 26.119957 · Participants: 608Brooks Range 401(k) Profit Sharing Plan K'oyitl'ots'ina, Ltd.Norton Sound Health Corporation Employee Tax-Deferred 403(b) Plan, Total assets ($M): 24.714078 · Participants: 707Norton Sound Health Corporation Employee Tax-Deferred 403(b) Plan
Tax Deferred Annuity Plan for Employees of Chugachmiut vs. nearby Other plans in Alaska, assets vs. participants

Tax Deferred Annuity Plan for Employees of Chugachmiut's out-of-state Other peers by assets and headcount

Outside Alaska, the nearest Other by assets is Tax Deferred Annuity Plan of Jefferson Regional Medical Center in AR ($5M); by covered participants it is Chatham Hall Defined Contribution Retirement Plan in VA (77 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Tax Deferred Annuity Plan for Employees of Chugachmiut assets move in 2023?
Tax Deferred Annuity Plan for Employees of Chugachmiut grew sharply - up 16.1% during 2023, from $4M to $5M. Reported net income was $657K.
How have CHUGACHMIUT plan assets changed over time?
Across 3 plan years on file (2022-2024), CHUGACHMIUT's sponsor-wide assets grew 26.1%, from $10M to $13M.
Which Other plans are similar in size to Tax Deferred Annuity Plan for Employees of Chugachmiut?
Among Other plans in other states, the closest by assets is Tax Deferred Annuity Plan of Jefferson Regional Medical Center in AR ($5M, 120 participants).
Which Other plans cover a similar participant headcount to Tax Deferred Annuity Plan for Employees of Chugachmiut?
Among Other plans in other states, the closest by covered participants is Chatham Hall Defined Contribution Retirement Plan in VA (77 participants, N/A in assets).