Other · DOL Form 5500 · 2023

Alcona Citizens for Health, Inc. Retirement Plan

Data updated 2026-08-11

$14M
Total assets
366
Participants
66th
Percentile by assets
$39,446
Avg per participant
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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.

  • 66th percentile by assets (of 127,072 plans)
  • #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.

$14M
total plan assets (2023 EOY)
366
covered participants
66th
percentile by assets (of 127,072 plans)
$39,446
avg assets per participant

Where Alcona Citizens for Health, Inc. 403(b) Plan sits by total assets

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

This plan $0 $2,010,000,000 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

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.

See the national 2022→2023 release diff →

State
Michigan
Industry
Healthcare & Social Assistance

Alcona Citizens for Health, Inc. across 3 plan years on file

Across the 3 plan years Alcona Citizens for Health, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $12M to $17M, a gain of 42.0%, while reported participants moved from 343 to 377 (+9.9%). Peak year by sponsor assets: 2024 ($17M); trough: 2022 ($12M).

Alcona Citizens for Health, Inc. multi-year asset trail

$10M$12M$14M$16M$18M 202220232024 $12.2M $17.4M ▲ +42.0%
Total plan assets by year, all Alcona Citizens for Health, Inc. plans on file
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 EIN382170985
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Michigan

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

Alcona Citizens for Health, Inc. 403(b) Plan vs. nearby Other plans in Michigan, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Alcona Citizens for …, Total assets ($B): 0.014437357 · Participants: 366Alcona Citizens for …Fca US LLC Salaried …, Total assets ($B): 4.820440935 · Participants: 16630Fca US LLC Salaried …Fca US LLC UAW Savin…, Total assets ($B): 4.690971139 · Participants: 49473Fca US LLC UAW Savin…Beaumont Health 403(…, Total assets ($B): 2.628827189 · Participants: 33717Beaumont Health 403(…Henry Ford Health Sy…, Total assets ($B): 1.284257295 · Participants: 15298Henry Ford Health Sy…Bronson Healthcare G…, Total assets ($B): 1.034484808 · Participants: 8357Bronson Healthcare G…
Alcona Citizens for Health, Inc. 403(b) Plan vs. nearby Other plans in Michigan, assets vs. participants
Compare Alcona Citizens for Health, Inc. 403(b) … side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Alcona Citizens for Health, Inc. 403(b) Plan by total assets, not by location.

Frequently Asked Questions

How did Alcona Citizens for Health, Inc. 403(b) Plan assets move in 2023? ▼
Alcona Citizens for Health, Inc. 403(b) Plan grew sharply - up 17.9% during 2023, from $12M to $14M. Reported net income was $2M.
How have Alcona Citizens for Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alcona Citizens for Health, Inc.'s sponsor-wide assets grew 42.0%, from $12M to $17M.
Which Other plans are similar in size to Alcona Citizens for Health, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Knoxville Hospital and Clinics Tax Sheltered Annuity Plan in IA ($14M, 271 participants).

Next read for Alcona Citizens for Health, Inc. 403(b) …

Multi-year trail

Ways to act on Alcona Citizens for Health, Inc. 403(b) Plan's numbers.

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 382170985.

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.