401(k) · DOL Form 5500 · 2023

Upper Peninsula Managed Care, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
165
Participants Small participant base
65th
Percentile by assets National rank
$81,314
Avg per participant Below avg balance/head
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Official DOL plan name: Upper Peninsula Health Plan 401(k) Profit Sharing Plan · Sponsored by Upper Peninsula Managed Care, LLC · Michigan · Management of Enterprises

$13M in assets, 165 participants

Upper Peninsula Managed Care, LLC's Upper Peninsula Health Plan 401(k) Profit Sharing Plan reported $13M in total assets and 165 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #499 in Management of Enterprises (1,137 peers)

Coverage in Michigan

Upper Peninsula Health Plan 401(k) Profit Sharing Plan covers 165 participants in Michigan, about 26% of the average Michigan filer (state average ~638 per filing). Assets: $13M.

#499
in Management of Enterprises (1,137 peers)
+22.5%
assets growth YoY

Upper Peninsula Health Plan 401(k) Profit Sharing Plan's mid-pack asset rank among Management of Enterprises and all filers

Upper Peninsula Health Plan 401(k) Profit Sharing Plan vs every filed plan by assets

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

$13,416,731 Top 35% higher than 65% 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

Upper Peninsula Health Plan 401(k) Profit Sharing Plan 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. Upper Peninsula Health Plan 401(k) Profit Sharing Plan sits mid-pack in the medium band (165 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Upper Peninsula Health Plan 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Upper Peninsula Health Plan 401(k) Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Upper Peninsula Health Plan 401(k) Profit Sharing Plan reported participants rose from 145 in the plan year 2022 filing to 165 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 383323620 · Upper Peninsula Managed Care, LLC PY 2023 · 401(k)

Upper Peninsula Health Plan 401(k) Profit Sharing Plan · $13M · 165 · 65th

  • BOY $13M
  • BOY 165
  • BOY 65th
  • BOY 401(k)
  • BOY near Cf Foundation, Inc. Salary Deferral Plan
  • BOY ind #499

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 Management of Enterprises retirement plans → · Plans in Michigan →

Upper Peninsula Health Plan 401(k) Profit Sharing Plan in the asset neighbourhood

Upper Peninsula Health Plan 401(k) Profit Sharing PlanUpper Peninsula Health Plan …$13MCf Foundation, Inc. Salary Deferral PlanCf Foundation, Inc. Salary D…$13MHeidelberg Engineering, Inc. 401(k) Profit Sharing PlanHeidelberg Engineering, Inc.…$13MGrafika Retirement Savings PlanGrafika Retirement Savings P…$13MMid-Ohio Foodbank Supplemental Retirement PlanMid-Ohio Foodbank Supplement…$13M
End-of-year total assets ($M) among Upper Peninsula Health Plan 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN383323620
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Upper Peninsula Managed Care, LLC)

Sponsor-wide plan assets over time

All Upper Peninsula Managed Care, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 37.358817863283974% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11M $15M ▲ +37.4%
Year Plans Participants Total Assets
2022 1 145 $11M
2023 1 165 $13M
2024 1 175 $15M

Nearby 401(k) Plans in Michigan

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Upper Peninsula Health Plan 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Upper Peninsula Health Plan 401(k) Profit Sharing Plan, Total assets ($B): 0.013416731 · Participants: 165Upper Peninsula Health Plan 401(k) Profit Sharing PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Upper Peninsula Health Plan 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Upper Peninsula Health Plan 401(k) Profit Sharing Plan side-by-side with 3 peers →

Upper Peninsula Health Plan 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Cf Foundation, Inc. Salary Deferral Plan in GA ($13M); by covered participants it is Fruitsmart 401(k) Plan in WA (165 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (165 participants); 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.

Frequently Asked Questions

How did Upper Peninsula Health Plan 401(k) Profit Sharing Plan assets move in 2023? ▼
Upper Peninsula Health Plan 401(k) Profit Sharing Plan grew sharply - up 22.5% during 2023, from $11M to $13M. Reported net income was $2M.
How have Upper Peninsula Managed Care, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Upper Peninsula Managed Care, LLC's sponsor-wide assets grew 37.4%, from $11M to $15M.
Which 401(k) plans are similar in size to Upper Peninsula Health Plan 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cf Foundation, Inc. Salary Deferral Plan in GA ($13M, 194 participants).
Which 401(k) plans cover a similar participant headcount to Upper Peninsula Health Plan 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fruitsmart 401(k) Plan in WA (165 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 383323620.

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.