Other · DOL Form 5500 · 2023
Alcona Citizens for Health, Inc. Retirement Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 366
- Participants Below avg headcount
- 66th
- Percentile by assets National rank
- $39,446
- Avg per participant Low balance/head
Official DOL plan name: Alcona Citizens for Health, Inc. 403(b) Plan · Sponsored by Alcona Citizens for Health, Inc. · Michigan · Healthcare & Social Assistance
$14M in assets, 366 participants
Alcona Citizens for Health, Inc.'s Alcona Citizens for Health, Inc. 403(b) Plan reported $14M in total assets and 366 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.
- #12,649 in Healthcare & Social Assistance (17,684 peers)
Alcona Citizens for Health, Inc. multi-year trail
Alcona Citizens for Health, Inc.'s plans moved +42.0% in assets from 2022 to 2024; this filing shows Alcona Citizens for Health, Inc. 403(b) Plan at $14M / 366 participants.
- #12,649
- in Healthcare & Social Assistance (17,684 peers)
- +17.9%
- assets growth YoY
Alcona Citizens for Health, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Alcona Citizens for Health, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$14,437,357 Top 34% higher than 66% 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
Alcona Citizens for Health, Inc. 403(b) 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. Alcona Citizens for Health, Inc. 403(b) Plan sits mid-pack in the medium band (366 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Alcona Citizens for Health, Inc. 403(b) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Alcona Citizens for Health, Inc. 403(b) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Alcona Citizens for Health, Inc. 403(b) Plan reported participants rose from 343 in the plan year 2022 filing to 366 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 382170985 · Alcona Citizens for Health, Inc. PY 2023 · Other
Alcona Citizens for Health, Inc. 403(b) Plan · $14M · 366 · 66th
- BOOK $14M
- BOOK 366
- BOOK 66th
- BOOK Other
- BOOK near Knoxville Hospital and Clinics Tax Sheltered Annuity Plan
- BOOK ind #12649
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 →
Alcona Citizens for Health, Inc. 403(b) Plan in the asset neighbourhood
Alcona Citizens for Health, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Alcona Citizens for Health, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 42.0212749879564% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 343 | $12M |
| 2023 | 1 | 366 | $14M |
| 2024 | 1 | 377 | $17M |
Alcona Citizens for Health, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $2M |
| Employer EIN | 382170985 |
| Plan Effective Date | 2003-01-01 |
| 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
Alcona Citizens for Health, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Michigan, the nearest Other by assets is Knoxville Hospital and Clinics Tax Sheltered Annuity Plan in IA ($14M); by covered participants it is Fresno Pacific University DC Retirement Plan in CA (366 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (366 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.