401(k) · DOL Form 5500 · 2023
Marlette Regional Hospital 401(k) Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 358
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $61,873
- Avg per participant Low balance/head
Official DOL plan name: Marlette Regional Hospital 401(k) Savings Plan · Sponsored by Marlette Regional Hospital · Michigan · Healthcare & Social Assistance
$22M in assets, 358 participants
Marlette Regional Hospital's Marlette Regional Hospital 401(k) Savings Plan reported $22M in total assets and 358 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- #13,882 in Healthcare & Social Assistance (17,684 peers)
2023 asset change
Marlette Regional Hospital 401(k) Savings Plan grew sharply 15.5% in 2023 ($19M → $22M) for 358 participants.
- #13,882
- in Healthcare & Social Assistance (17,684 peers)
- +15.5%
- assets growth YoY
Marlette Regional Hospital 401(k) Savings Plan's outsized position by total assets
Marlette Regional Hospital 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$22,150,416 Top 26% higher than 74% 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
Marlette Regional Hospital 401(k) 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. Marlette Regional Hospital 401(k) Savings Plan sits mid-pack in the medium band (358 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Marlette Regional Hospital 401(k) Savings Plan reported net income rose from -$6M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Marlette Regional Hospital 401(k) Savings Plan end-of-year assets rose from $19M in the plan year 2022 filing to $22M in the plan year 2023 filing.
- Marlette Regional Hospital 401(k) Savings Plan reported participants fell from 371 in the plan year 2022 filing to 358 in the plan year 2023 filing.
DOL schedule card
Filing strip 381507302 · Marlette Regional Hospital PY 2023 · 401(k)
Marlette Regional Hospital 401(k) Savings Plan · $22M · 358 · 74th
- 5500 $22M
- ASSETS 358
- PCT 74th
- EIN 401(k)
- RANK near Capstone Management, LLC 401(k) Plan
- PHOTO ind #13882
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 →
Marlette Regional Hospital 401(k) Savings Plan in the asset neighbourhood
Marlette Regional Hospital years around the 2023 move
Sponsor-wide plan assets over time
All Marlette Regional Hospital plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 371 | $19M |
| 2023 | 1 | 358 | $22M |
| 2024 | 1 | 380 | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $3M |
| Employer EIN | 381507302 |
| Plan Effective Date | 1986-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
Marlette Regional Hospital 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Capstone Management, LLC 401(k) Plan in FL ($22M); by covered participants it is Eglin Federal Credit Union 401(k) Retirement Plan in FL (358 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Capstone Management, LLC 401(k) Plan (FL) $22M · 280
- Loftware, Inc. 401(k) Profit Sharing Plan (NH) $22M · 211
- Pickering, Inc. 401(k) Plan (TN) $22M · 128
- Questec 401(k) Defined Contribution Retirement Plan (MO) $22M · 235
Similar participant headcount
Nearest other-state filings by covered participants (358 participants); asset peers above are excluded.
- Eglin Federal Credit Union 401(k) Retirement Plan (FL) 358 · 0 off
- Ubg 401(k) - Cpi (NE) 358 · 0 off
- Homeowners Financial Group 401(k) Plan (AZ) 358 · 0 off
- The Innovation Institute, LLC 401(k) Profit Sharing Plan (CA) 358 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.