Other · DOL Form 5500 · 2023

Senior Resources of West Michigan Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
106
Participants Small participant base
52nd
Percentile by assets National rank
$69,982
Avg per participant Below avg balance/head
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Official DOL plan name: 403(b) Thrift Plan of Senior Resources of West Michigan · Sponsored by Senior Resources of West Michigan · Michigan · Other Services

$7M in assets, 106 participants

Senior Resources of West Michigan's 403(b) Thrift Plan of Senior Resources of West Michigan reported $7M in total assets and 106 participants in its 2023 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.

  • #5,647 in Other Services (7,857 peers)

Coverage in Michigan

403(b) Thrift Plan of Senior Resources of West Michigan covers 106 participants in Michigan, about 17% of the average Michigan filer (state average ~638 per filing). Assets: $7M.

#5,647
in Other Services (7,857 peers)
+22.7%
assets growth YoY

403(b) Thrift Plan of Senior Resources of West Michigan's mid-pack asset rank among Other Services and all filers

403(b) Thrift Plan of Senior Resources of West Michigan vs every filed plan by assets

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

$7,418,068 Top 48% higher than 52% 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

403(b) Thrift Plan of Senior Resources of West Michigan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan of Senior Resources of West Michigan sits mid-pack in the medium band (106 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan of Senior Resources of West Michigan reported net income rose from -$800K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • 403(b) Thrift Plan of Senior Resources of West Michigan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • 403(b) Thrift Plan of Senior Resources of West Michigan reported participants rose from 96 in the plan year 2022 filing to 106 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 382048765 · Senior Resources of West Michigan PY 2023 · Other

403(b) Thrift Plan of Senior Resources of West Michigan · $7M · 106 · 52nd

  • PART $7M
  • PART 106
  • PART 52nd
  • PART Other
  • PART near Cincinnati Hamilton County Community Action Agency 403(b) Tax Deferred Plan
  • PART ind #5647

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 →

403(b) Thrift Plan of Senior Resources of West Michigan in the asset neighbourhood

Cincinnati Hamilton County Community Action Agency 403(b) Tax Deferred PlanCincinnati Hamilton County C…$7MPrimecare Community Health, Inc. Employees Retirement PlanPrimecare Community Health, …$7MThe Guidance Center Tax Sheltered Annuity PlanThe Guidance Center Tax Shel…$7M403(b) Thrift Plan of Senior Resources of West Michigan403(b) Thrift Plan of Senior…$7M403(b) Thrift Plan of the Community Action Organization of Western Ny403(b) Thrift Plan of the Co…$7M
End-of-year total assets ($M) among 403(b) Thrift Plan of Senior Resources of West Michigan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN382048765
Plan Effective Date1999-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Senior Resources of West Michigan)

Sponsor-wide plan assets over time

All Senior Resources of West Michigan plans reported in each filing year

Latest sponsor-wide plan assets
$8M 31.193149329937185% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $6.05M $7.93M ▲ +31.1%
Year Plans Participants Total Assets
2022 1 96 $6M
2023 1 106 $7M
2024 1 105 $8M

Nearby Other Plans in Michigan

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

403(b) Thrift Plan of Senior Resources of West Michigan vs. nearby Other plans in Michigan, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants 403(b) Thrift Plan of Senior Resources of West Michigan, Total assets ($B): 0.007418068 · Participants: 106403(b) Thrift Plan of Senior Resources of West MichiganFca US LLC Salaried Employees' Savings Plan, Total assets ($B): 4.820440935 · Participants: 16630Fca US LLC Salaried Employees' Savings PlanFca US LLC UAW Savings Plan, Total assets ($B): 4.690971139 · Participants: 49473Fca US LLC UAW Savings PlanBeaumont Health 403(b) Retirement Savings Plan, Total assets ($B): 2.628827189 · Participants: 33717Beaumont Health 403(b) Retirement Savings PlanHenry Ford Health System Heritage 403(b) Plan, Total assets ($B): 1.284257295 · Participants: 15298Henry Ford Health System Heritage 403(b) PlanBronson Healthcare Group, Inc. 403(b) Tax Sheltered Matching Plan, Total assets ($B): 1.034484808 · Participants: 8357Bronson Healthcare Group, Inc. 403(b) Tax Sheltered Matching Plan
403(b) Thrift Plan of Senior Resources of West Michigan vs. nearby Other plans in Michigan, assets vs. participants

403(b) Thrift Plan of Senior Resources of West Michigan's out-of-state Other peers by assets and headcount

Outside Michigan, the nearest Other by assets is Cincinnati Hamilton County Community Action Agency 403(b) Tax Deferred Plan in OH ($7M); by covered participants it is The Alfred & Adele Davis Academy, Inc. DC Plan in GA (106 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 403(b) Thrift Plan of Senior Resources of West Michigan assets move in 2023?
403(b) Thrift Plan of Senior Resources of West Michigan grew sharply - up 22.7% during 2023, from $6M to $7M. Reported net income was $1M.
How have Senior Resources of West Michigan plan assets changed over time?
Across 3 plan years on file (2022-2024), Senior Resources of West Michigan's sponsor-wide assets grew 31.2%, from $6M to $8M.
Which Other plans are similar in size to 403(b) Thrift Plan of Senior Resources of West Michigan?
Among Other plans in other states, the closest by assets is Cincinnati Hamilton County Community Action Agency 403(b) Tax Deferred Plan in OH ($7M, 224 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Senior Resources of West Michigan?
Among Other plans in other states, the closest by covered participants is The Alfred & Adele Davis Academy, Inc. DC Plan in GA (106 participants, $17M in assets).