Other · DOL Form 5500 · 2023

Sterling Area Health Center Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
148
Participants Small participant base
51st
Percentile by assets National rank
$47,546
Avg per participant Low balance/head
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Official DOL plan name: Sterling Area Health Center 403b · Sponsored by Sterling Area Health Center · Michigan · Healthcare & Social Assistance

$7M in assets, 148 participants

Sterling Area Health Center's Sterling Area Health Center 403b reported $7M in total assets and 148 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.

  • #9,979 in Healthcare & Social Assistance (17,684 peers)

Coverage in Michigan

Sterling Area Health Center 403b covers 148 participants in Michigan, about 23% of the average Michigan filer (state average ~638 per filing). Assets: $7M.

#9,979
in Healthcare & Social Assistance (17,684 peers)
+17.3%
assets growth YoY

Sterling Area Health Center 403b's mid-pack asset rank among Healthcare & Social Assistance and all filers

Sterling Area Health Center 403b vs every filed plan by assets

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

$7,036,745 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

Sterling Area Health Center 403b 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. Sterling Area Health Center 403b sits mid-pack in the medium band (148 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sterling Area Health Center 403b reported net income rose from -$658K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Sterling Area Health Center 403b reported participants rose from 119 in the plan year 2022 filing to 148 in the plan year 2023 filing.
  • Sterling Area Health Center 403b 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 →

Form 5500 schedule snapshot

Filing strip 382205859 · Sterling Area Health Center PY 2023 · Other

Sterling Area Health Center 403b · $7M · 148 · 51st

  • TYPE $7M
  • NET 148
  • BOOK 51st
  • VS-ST Other
  • BOY near Community Action Partners of Orange County 403(b)
  • SCH ind #9979

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 →

Sterling Area Health Center 403b in the asset neighbourhood

Sterling Area Health Center 403bSterling Area Health Center …$7MCommunity Action Partners of Orange County 403(b)Community Action Partners of…$7MCalverton School 403(b) Retirement PlanCalverton School 403(b) Reti…$7MCalverton School 403(b) Retirement PlanCalverton School 403(b) Reti…$7MAmerican Health Foundation 403(b) Retirement Savings PlanAmerican Health Foundation 4…$7M
End-of-year total assets ($M) among Sterling Area Health Center 403b 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 EIN382205859
Plan Effective Date1979-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sterling Area Health Center)

Sponsor-wide plan assets over time

All Sterling Area Health Center plans reported in each filing year

Latest sponsor-wide plan assets
$7M 10.526367533786757% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M 202220232024 $6M $6.63M ▲ +10.5%
Year Plans Participants Total Assets
2022 1 119 $6M
2023 1 148 $7M
2024 1 124 $7M

Nearby Other Plans in Michigan

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

Sterling Area Health Center 403b vs. nearby Other plans in Michigan, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Sterling Area Health Center 403b, Total assets ($B): 0.007036745 · Participants: 148Sterling Area Health Center 403bFca 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
Sterling Area Health Center 403b vs. nearby Other plans in Michigan, assets vs. participants

Sterling Area Health Center 403b's out-of-state Other peers by assets and headcount

Outside Michigan, the nearest Other by assets is Community Action Partners of Orange County 403(b) in CA ($7M); by covered participants it is Unbound Retirement Plan in KS (148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (148 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 Sterling Area Health Center 403b assets move in 2023?
Sterling Area Health Center 403b grew sharply - up 17.3% during 2023, from $6M to $7M. Reported net income was $1M.
How have Sterling Area Health Center plan assets changed over time?
Across 3 plan years on file (2022-2024), Sterling Area Health Center's sponsor-wide assets grew 10.5%, from $6M to $7M.
Which Other plans are similar in size to Sterling Area Health Center 403b?
Among Other plans in other states, the closest by assets is Community Action Partners of Orange County 403(b) in CA ($7M, 139 participants).
Which Other plans cover a similar participant headcount to Sterling Area Health Center 403b?
Among Other plans in other states, the closest by covered participants is Unbound Retirement Plan in KS (148 participants, $19M in assets).