Money Purchase · DOL Form 5500 · 2023
Ionia County Community Mental Health Authorit Money Purchase Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 97
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $41,155
- Avg per participant Low balance/head
Official DOL plan name: Ionia County Community Mental Health Authority 401(a) Plan · Sponsored by Ionia County Community Mental Health Authorit · Michigan · Healthcare & Social Assistance
$4M in assets, 97 participants
Ionia County Community Mental Health Authorit's Ionia County Community Mental Health Authority 401(a) Plan reported $4M in total assets and 97 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.
- #7,572 in Healthcare & Social Assistance (17,684 peers)
Ionia County Community Mental Health Authorit multi-year trail
Ionia County Community Mental Health Authorit's plans moved +50.7% in assets from 2022 to 2024; this filing shows Ionia County Community Mental Health Authority 401(a) Plan at $4M / 97 participants.
- #7,572
- in Healthcare & Social Assistance (17,684 peers)
- +26.5%
- assets growth YoY
Ionia County Community Mental Health Authority 401(a) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Ionia County Community Mental Health Authority 401(a) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,992,007 40th percentile higher than 40% 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
Ionia County Community Mental Health Authority 401(a) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ionia County Community Mental Health Authority 401(a) Plan is a small filing (97 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ionia County Community Mental Health Authority 401(a) Plan reported net income rose from -$685K in the plan year 2022 filing to $836K in the plan year 2023 filing.
- Ionia County Community Mental Health Authority 401(a) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Ionia County Community Mental Health Authority 401(a) Plan reported participants rose from 83 in the plan year 2022 filing to 97 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 383274841 · Ionia County Community Mental Health Authorit PY 2023 · Money Purchase
Ionia County Community Mental Health Authority 401(a) Plan · $4M · 97 · 40th
- PCT $4M
- EIN 97
- RANK 40th
- PHOTO Money Purchase
- IND near Freeman & Bass, P.a. Employees' Retirement Plan & Trust
- EOY ind #7572
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 →
Ionia County Community Mental Health Authority 401(a) Plan in the asset neighbourhood
Ionia County Community Mental Health Authorit multi-year asset trail
Sponsor-wide plan assets over time
All Ionia County Community Mental Health Authorit plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 50.656659758794866% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 83 | $3M |
| 2023 | 1 | 97 | $4M |
| 2024 | 1 | 106 | $5M |
Ionia County Community Mental Health Authorit filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $836K |
| Employer EIN | 383274841 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Michigan
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Central Midwest Regional Council of Carpenters Defined Contribution Pension Plan $1.4B · 31,968
- Michigan Regional Council of Carpenters' Annuity Fund $500M · 17,454
- Millwrights' Local 1102 Supplemental Pension Fund $306M · 2,267
- Operating Engineers' Local 324, Defined Contribution Pension Plan $237M · 7,464
- P & M Holding Group, LLP & Affiliated Entities Pension Plan $226M · 1,081
Ionia County Community Mental Health Authority 401(a) Plan's out-of-state Money Purchase peers by assets and headcount
Outside Michigan, the nearest Money Purchase by assets is Freeman & Bass, P.a. Employees' Retirement Plan & Trust in NJ ($4M); by covered participants it is Doctors Council Annuity Fund 2 in NY (97 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Freeman & Bass, P.a. Employees' Retirement Plan & Trust (NJ) $4M · 11
- Kittson Memorial Hospital Association Dba Kittson Healthcare Employees Pension Plan (MN) $4M · 170
- Mental Health Mental Retardation Authority of Brazos Valley Money Purchase Pension Plan (TX) $4M · 139
- Helping Hand of Goodwill Industries Extended Employment Sheltered Workshop Retirement Plan (MO) $4M · 80
Similar participant headcount
Nearest other-state filings by covered participants (97 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.