Defined Benefit (Pension) · DOL Form 5500 · 2023
Luella Hannan Memorial Foundation Pension Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $1.1M
- Avg per participant High balance/head
Official DOL plan name: Luella Hannan Memorial Foundation Employees' Retirement Plan · Sponsored by Luella Hannan Memorial Foundation · Michigan · Healthcare & Social Assistance
$1M in assets, 1 participants
Luella Hannan Memorial Foundation's Luella Hannan Memorial Foundation Employees' Retirement Plan reported $1M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 24th 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.
- #3,622 in Healthcare & Social Assistance (17,684 peers)
What the 2023 filing shows
Luella Hannan Memorial Foundation Employees' Retirement Plan holds $1M for 1 participant - about $1.1M per participant, among the smaller plans by assets on file.
- #3,622
- in Healthcare & Social Assistance (17,684 peers)
- +1.7%
- assets growth YoY
Luella Hannan Memorial Foundation Employees' Retirement Plan among the smaller filed plans by assets
Luella Hannan Memorial Foundation Employees' Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,099,607 24th percentile higher than 24% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Luella Hannan Memorial Foundation Employees' Retirement Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Luella Hannan Memorial Foundation Employees' Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Luella Hannan Memorial Foundation Employees' Retirement Plan reported net income rose from -$365K in the plan year 2022 filing to $19K in the plan year 2023 filing.
- Luella Hannan Memorial Foundation Employees' Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 381358386 · Luella Hannan Memorial Foundation PY 2023 · Defined Benefit (Pension)
Luella Hannan Memorial Foundation Employees' Retirement Plan · $1M · 1 · 24th
- RANK $1M
- PHOTO 1
- IND 24th
- EOY Defined Benefit (Pension)
- 5500 near Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees
- ASSETS ind #3622
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 →
Luella Hannan Memorial Foundation Employees' Retirement Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $19K |
| Employer EIN | 381358386 |
| Plan Effective Date | 1966-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Luella Hannan Memorial Foundation)
Sponsor-wide plan assets over time
All Luella Hannan Memorial Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 0.35873825520739383% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $1M |
| 2023 | 1 | 1 | $1M |
| 2024 | 1 | 1 | $1M |
Nearby Defined Benefit (Pension) Plans in Michigan
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- General Motors Hourly-Rate Employees Pension Plan $44.8B · 17,959
- Ford Motor Company UAW Retirement Plan $19.3B · 26,442
- Ford Motor Company General Retirement Plan $12.7B · 10,215
- Dow Employees' Pension Plan $11.5B · 14,051
- Fca US LLC UAW Pension Agreement $11.2B · 13,635
Luella Hannan Memorial Foundation Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Michigan, the nearest Defined Benefit (Pension) by assets is Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees in NY ($1M); by covered participants it is Retirement Plan for Employees of American Institute of Marine Underwriters in NY (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
- Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees (NY) $1M · 73
- Economy Linen and Towel Service, Inc. Plant Pension Fund - Dayton (OH) $1M · 72
- Ffp Effects, Inc. Cash Balance Pension Plan & Trust (CA) $1M · 5
- Newspaper and Magazine Employees Union and Philadelphia Publishers Pension Plan (PA) $1M · N/A
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.