Other · DOL Form 5500 · 2023

Southeastern Michigan Health Association Retirement Plan

Data updated 2026-08-11

$9M
Total assets
356
Participants
57th
Percentile by assets
$25,864
Avg per participant
PlainRetire home → About this data

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.

  • 57th percentile by assets (of 127,072 plans)
  • #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.

$9M
total plan assets (2023 EOY)
356
covered participants
57th
percentile by assets (of 127,072 plans)
$25,864
avg assets per participant

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.

See the national 2022→2023 release diff →

State
Michigan
Industry
Other Services

Southeastern Michigan Health Association across 3 plan years on file

Across the 3 plan years Southeastern Michigan Health Association has on file (2022-2024), sponsor-wide plan assets have moved from $17M to $19M, a gain of 12.3%, while reported participants moved from 646 to 576 (-10.8%). Peak year by sponsor assets: 2024 ($19M); trough: 2022 ($17M).

Southeastern Michigan Health Association multi-year asset trail

$16M$17M$18M$19M$20M 202220232024 $16.8M $18.9M ▲ +12.4%
Total plan assets by year, all Southeastern Michigan Health Association plans on file
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 EIN381671500
Plan Effective Date1994-06-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Michigan

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

Tax Deferred Annuity Plan of Southeastern Michigan Health Association vs. nearby Other plans in Michigan, assets vs. participants

Tax Deferred Annuity Plan of Southeastern Michigan Health Association vs. nearby Other plans in Michigan, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Tax Deferred Annuity…Fca US LLC Salaried …Fca US LLC UAW Savin…Beaumont Health 403(…Henry Ford Health Sy…Bronson Healthcare G…
Tax Deferred Annuity Plan of Southeastern Michigan Health Association vs. nearby Other plans in Michigan, assets vs. participants
Compare Tax Deferred Annuity Plan of Southeaster… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Tax Deferred Annuity Plan of Southeastern Michigan Health Association by total assets, not by location.

Frequently Asked Questions

How did Tax Deferred Annuity Plan of Southeastern Michigan Health Association assets move in 2023? ▼
Tax Deferred Annuity Plan of Southeastern Michigan Health Association edged up modestly - up 1.0% during 2023, from $9M to $9M. Reported net income was $95K.
How have Southeastern Michigan Health Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southeastern Michigan Health Association's sponsor-wide assets grew 12.3%, from $17M to $19M.
Which Other plans are similar in size to Tax Deferred Annuity Plan of Southeastern Michigan Health Association? ▼
Among Other plans in other states, the closest by assets is Kansas Legal Services Inc Tax Sheltered Annuity Plan in KS ($9M, 117 participants).

Next read for Tax Deferred Annuity Plan of Southeaster…

Multi-year trail

Ways to act on Tax Deferred Annuity Plan of Southeastern Michigan Health Association's numbers.

  • By total assets, Tax Deferred Annuity Plan of Southeastern Michigan Health Association ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in Michigan. Compare plans
  • Southeastern Michigan Health Association's sponsor-wide assets have grown 12.3% since 2022 across 3 plan years on file. More Other Services plans

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 381671500.

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.