Other · DOL Form 5500 · 2023
Southeastern Michigan Health Association Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 356
- Participants Below avg headcount
- 57th
- Percentile by assets National rank
- $25,864
- Avg per participant Low balance/head
Official DOL plan name: Tax Deferred Annuity Plan of Southeastern Michigan Health Association · Sponsored by Southeastern Michigan Health Association · Michigan · Other Services
$9M in assets, 356 participants
Southeastern Michigan Health Association's Tax Deferred Annuity Plan of Southeastern Michigan Health Association reported $9M in total assets and 356 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.
- #5,901 in Other Services (7,857 peers)
Southeastern Michigan Health Association multi-year trail
Southeastern Michigan Health Association's plans moved +12.3% in assets from 2022 to 2024; this filing shows Tax Deferred Annuity Plan of Southeastern Michigan Health Association at $9M / 356 participants.
- #5,901
- in Other Services (7,857 peers)
- +1.0%
- assets growth YoY
Tax Deferred Annuity Plan of Southeastern Michigan Health Association's mid-pack asset rank among Other Services and all filers
Tax Deferred Annuity Plan of Southeastern Michigan Health Association vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,207,706 Top 43% higher than 57% 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
Tax Deferred Annuity Plan of Southeastern Michigan Health Association 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. Tax Deferred Annuity Plan of Southeastern Michigan Health Association sits mid-pack in the medium band (356 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Tax Deferred Annuity Plan of Southeastern Michigan Health Association reported net income rose from -$1M in the plan year 2022 filing to $95K in the plan year 2023 filing.
- Tax Deferred Annuity Plan of Southeastern Michigan Health Association reported participants rose from 242 in the plan year 2022 filing to 356 in the plan year 2023 filing.
- Tax Deferred Annuity Plan of Southeastern Michigan Health Association end-of-year assets rose from $9M in the plan year 2022 filing to $9M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 381671500 · Southeastern Michigan Health Association PY 2023 · Other
Tax Deferred Annuity Plan of Southeastern Michigan Health Association · $9M · 356 · 57th
- BOY $9M
- SCH 356
- EBSA 57th
- PART Other
- TYPE near Kansas Legal Services Inc Tax Sheltered Annuity Plan
- NET ind #5901
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 Other Services retirement plans → · Plans in Michigan →
Tax Deferred Annuity Plan of Southeastern Michigan Health Association in the asset neighbourhood
Southeastern Michigan Health Association multi-year asset trail
Sponsor-wide plan assets over time
All Southeastern Michigan Health Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 12.347000019429984% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 646 | $17M |
| 2023 | 2 | 709 | $18M |
| 2024 | 2 | 576 | $19M |
Southeastern Michigan Health Association filing trail (2023)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $95K |
| Employer EIN | 381671500 |
| Plan Effective Date | 1994-06-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Michigan
Peer Other plans, same state, same plan type, ranked by total assets.
- Fca US LLC Salaried Employees' Savings Plan $4.8B · 16,630
- Fca US LLC UAW Savings Plan $4.7B · 49,473
- Beaumont Health 403(b) Retirement Savings Plan $2.6B · 33,717
- Henry Ford Health System Heritage 403(b) Plan $1.3B · 15,298
- Bronson Healthcare Group, Inc. 403(b) Tax Sheltered Matching Plan $1.0B · 8,357
Tax Deferred Annuity Plan of Southeastern Michigan Health Association's out-of-state Other peers by assets and headcount
Outside Michigan, the nearest Other by assets is Kansas Legal Services Inc Tax Sheltered Annuity Plan in KS ($9M); by covered participants it is Illinois Wesleyan University 403(b) Retirement Plan in IL (356 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (356 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.