Defined Benefit (Pension) · DOL Form 5500 · 2023

Health Alliance Plan of Michigan Pension Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
362
Participants Below avg headcount
86th
Percentile by assets National rank
$148,140
Avg per participant Above avg balance/head
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Official DOL plan name: Health Alliance Plan Retirement Plan · Sponsored by Health Alliance Plan of Michigan · Michigan · Finance & Insurance

$54M in assets, 362 participants

Health Alliance Plan of Michigan's Health Alliance Plan Retirement Plan reported $54M in total assets and 362 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,989 in Finance & Insurance (8,869 peers)

Where Health Alliance Plan Retirement Plan sits by assets

Health Alliance Plan Retirement Plan sits in the top quartile of all filed plans by assets, $54M for 362 participants (~$148,140/participant), up 6.1% in 2023.

#6,989
in Finance & Insurance (8,869 peers)
+6.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Health Alliance Plan Retirement Plan's outsized position by total assets

Health Alliance Plan Retirement Plan vs every filed plan by assets

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

$53,626,702 Top 14% higher than 86% 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

Health Alliance Plan Retirement 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. Health Alliance Plan Retirement Plan sits mid-pack in the medium band (362 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Health Alliance Plan Retirement Plan reported net income rose from -$24M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Health Alliance Plan Retirement Plan reported participants fell from 404 in the plan year 2022 filing to 362 in the plan year 2023 filing.
  • Health Alliance Plan Retirement Plan end-of-year assets rose from $51M in the plan year 2022 filing to $54M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 382242827 · Health Alliance Plan of Michigan PY 2023 · Defined Benefit (Pension)

Health Alliance Plan Retirement Plan · $54M · 362 · 86th

  • TYPE $54M
  • NET 362
  • BOOK 86th
  • VS-ST Defined Benefit (Pension)
  • BOY near Major League Baseball Pension Plan for Non-Uniformed Personnel
  • SCH ind #6989

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 Finance & Insurance retirement plans → · Plans in Michigan →

Health Alliance Plan Retirement Plan in the asset neighbourhood

Retirement Plan for Employees of Aberdeen Proving Ground Federal Credit UnionRetirement Plan for Employee…$54MDefined Benefit Retirement Income Plan for Certain Employees of American Multi-Cinema, Inc.Defined Benefit Retirement I…$54MPg Publishing Company Merged Union Pension PlanPg Publishing Company Merged…$54MHealth Alliance Plan Retirement PlanHealth Alliance Plan Retirem…$54MMajor League Baseball Pension Plan for Non-Uniformed PersonnelMajor League Baseball Pensio…$54M
End-of-year total assets ($M) among Health Alliance Plan Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$54M
Net Income$3M
Employer EIN382242827
Plan Effective Date1979-02-18
Filing StatusFILING RECEIVED

Sponsor Plan History (Health Alliance Plan of Michigan)

Sponsor-wide plan assets over time

All Health Alliance Plan of Michigan plans reported in each filing year

Latest sponsor-wide plan assets
$193M 16.45274837533501% vs 2022
2024 filing year
$160M$170M$180M$190M$200M 202220232024 $166M $193M ▲ +16.5%
Year Plans Participants Total Assets
2022 2 1,479 $166M
2023 2 1,419 $186M
2024 2 1,489 $193M

Nearby Defined Benefit (Pension) Plans in Michigan

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Health Alliance Plan Retirement Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Health Alliance Plan Retirement Plan, Total assets ($B): 0.053626702 · Participants: 362Health Alliance Plan Retirement PlanGeneral Motors Hourly-Rate Employees Pension Plan, Total assets ($B): 44.838918802 · Participants: 17959General Motors Hourly-Rate Employees Pension PlanFord Motor Company UAW Retirement Plan, Total assets ($B): 19.269442236 · Participants: 26442Ford Motor Company UAW Retirement PlanFord Motor Company General Retirement Plan, Total assets ($B): 12.705910161 · Participants: 10215Ford Motor Company General Retirement PlanDow Employees' Pension Plan, Total assets ($B): 11.529460215 · Participants: 14051Dow Employees' Pension PlanFca US LLC UAW Pension Agreement, Total assets ($B): 11.155705594 · Participants: 13635Fca US LLC UAW Pension Agreement
Health Alliance Plan Retirement Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants
Compare Health Alliance Plan Retirement Plan side-by-side with 3 peers →

Health Alliance Plan Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Michigan, the nearest Defined Benefit (Pension) by assets is Major League Baseball Pension Plan for Non-Uniformed Personnel in OH ($54M); by covered participants it is Morgan US Employees' Retirement Plan in NC (362 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (362 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 Health Alliance Plan Retirement Plan assets move in 2023? ▼
Health Alliance Plan Retirement Plan grew at a solid clip - up 6.1% during 2023, from $51M to $54M. Reported net income was $3M.
How have Health Alliance Plan of Michigan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Health Alliance Plan of Michigan's sponsor-wide assets grew 16.5%, from $166M to $193M.
Where does Health Alliance Plan Retirement Plan rank by assets among Form 5500 filers? ▼
Health Alliance Plan Retirement Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Health Alliance Plan Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Major League Baseball Pension Plan for Non-Uniformed Personnel in OH ($54M, 194 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Health Alliance Plan Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Morgan US Employees' Retirement Plan in NC (362 participants, $136M 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 382242827.

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.