401(k) · DOL Form 5500 · 2023

Harbor Beach Community Hospital 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
179
Participants Small participant base
51st
Percentile by assets National rank
$39,455
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Harbor Beach Community Hospital Pension & Tax Def Savings Plan · Sponsored by Harbor Beach Community Hospital · Michigan · Healthcare & Social Assistance

$7M in assets, 179 participants

Harbor Beach Community Hospital's Harbor Beach Community Hospital Pension & Tax Def Savings Plan reported $7M in total assets and 179 participants in its 2023 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.

  • #9,998 in Healthcare & Social Assistance (17,684 peers)

Coverage in Michigan

Harbor Beach Community Hospital Pension & Tax Def Savings Plan covers 179 participants in Michigan, about 28% of the average Michigan filer (state average ~638 per filing). Assets: $7M.

#9,998
in Healthcare & Social Assistance (17,684 peers)
+18.5%
assets growth YoY

Harbor Beach Community Hospital Pension & Tax Def Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Harbor Beach Community Hospital Pension & Tax Def Savings Plan vs every filed plan by assets

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

$7,062,378 Top 49% higher than 51% 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

Harbor Beach Community Hospital Pension & Tax Def Savings 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. Harbor Beach Community Hospital Pension & Tax Def Savings Plan sits mid-pack in the medium band (179 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Harbor Beach Community Hospital Pension & Tax Def Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Harbor Beach Community Hospital Pension & Tax Def Savings Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 381565380 · Harbor Beach Community Hospital PY 2023 · 401(k)

Harbor Beach Community Hospital Pension & Tax Def Savings Plan · $7M · 179 · 51st

  • PHOTO $7M
  • PHOTO 179
  • PHOTO 51st
  • PHOTO 401(k)
  • PHOTO near Intercare Therapy, Inc. Profit Sharing Plan
  • PHOTO ind #9998

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 →

Harbor Beach Community Hospital Pension & Tax Def Savings Plan in the asset neighbourhood

Harbor Beach Community Hospital Pension & Tax Def Savings PlanHarbor Beach Community Hospi…$7MIntercare Therapy, Inc. Profit Sharing PlanIntercare Therapy, Inc. Prof…$7MThe Jan Companies 401(k) Plan$7MNyc Alliance Group, LLC 401(k) Profit Sharing Plan and TrustNyc Alliance Group, LLC 401(…$7MRazr Marketing, Inc. Profit Sharing PlanRazr Marketing, Inc. Profit …$7M
End-of-year total assets ($M) among Harbor Beach Community Hospital Pension & Tax Def Savings Plan and nearest nationwide 401(k) 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 EIN381565380
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harbor Beach Community Hospital)

Sponsor-wide plan assets over time

All Harbor Beach Community Hospital plans reported in each filing year

Latest sponsor-wide plan assets
$8M 33.21860271026128% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.96M $7.94M ▲ +33.2%
Year Plans Participants Total Assets
2022 1 179 $6M
2023 1 179 $7M
2024 1 186 $8M

Nearby 401(k) Plans in Michigan

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

Harbor Beach Community Hospital Pension & Tax Def Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Harbor Beach Community Hospital Pension & Tax Def Savings Plan, Total assets ($B): 0.007062378 · Participants: 179Harbor Beach Community Hospital Pension & Tax Def Savings 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
Harbor Beach Community Hospital Pension & Tax Def Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Harbor Beach Community Hospital Pension & Tax Def Savings Plan side-by-side with 3 peers →

Harbor Beach Community Hospital Pension & Tax Def Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Intercare Therapy, Inc. Profit Sharing Plan in CA ($7M); by covered participants it is Progress Unlimited Inc. 401(k) Profit Sharing Plan and Trust in MD (179 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (179 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 Harbor Beach Community Hospital Pension & Tax Def Savings Plan assets move in 2023? ▼
Harbor Beach Community Hospital Pension & Tax Def Savings Plan grew sharply - up 18.5% during 2023, from $6M to $7M. Reported net income was $1M.
How have Harbor Beach Community Hospital plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harbor Beach Community Hospital's sponsor-wide assets grew 33.2%, from $6M to $8M.
Which 401(k) plans are similar in size to Harbor Beach Community Hospital Pension & Tax Def Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Intercare Therapy, Inc. Profit Sharing Plan in CA ($7M, 429 participants).
Which 401(k) plans cover a similar participant headcount to Harbor Beach Community Hospital Pension & Tax Def Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Progress Unlimited Inc. 401(k) Profit Sharing Plan and Trust in MD (179 participants, $4M 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 381565380.

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.