Other · DOL Form 5500 · 2023
Region IV Area Agency on Aging, Inc Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 74
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $80,592
- Avg per participant Below avg balance/head
Official DOL plan name: Region IV a.a.a. 403(b) Plan · Sponsored by Region IV Area Agency on Aging, Inc · Michigan · Other Services
$6M in assets, 74 participants
Region IV Area Agency on Aging, Inc's Region IV a.a.a. 403(b) Plan reported $6M in total assets and 74 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.
- #5,377 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, Region IV a.a.a. 403(b) Plan ranks #5,377 of 7,857 2023 filers by assets (337% of the sector average)-$6M for 74 participants.
- #5,377
- in Other Services (7,857 peers)
- +18.3%
- assets growth YoY
Region IV a.a.a. 403(b) Plan's mid-pack asset rank among Other Services and all filers
Region IV a.a.a. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,963,820 48th percentile higher than 48% 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
Region IV a.a.a. 403(b) 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. Region IV a.a.a. 403(b) Plan is a small filing (74 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Region IV a.a.a. 403(b) Plan reported net income rose from -$2M in the plan year 2022 filing to $923K in the plan year 2023 filing.
- Region IV a.a.a. 403(b) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 382332594 · Region IV Area Agency on Aging, Inc PY 2023 · Other
Region IV a.a.a. 403(b) Plan · $6M · 74 · 48th
- EOY $6M
- 5500 74
- ASSETS 48th
- PCT Other
- EIN near Key Point Health Services, Inc. Retirement Plan
- RANK ind #5377
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 →
Region IV a.a.a. 403(b) Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $923K |
| Employer EIN | 382332594 |
| Plan Effective Date | 1981-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Region IV Area Agency on Aging, Inc)
Sponsor-wide plan assets over time
All Region IV Area Agency on Aging, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 37.2142701117237% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 74 | $5M |
| 2023 | 1 | 74 | $6M |
| 2024 | 1 | 85 | $7M |
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
Region IV a.a.a. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Michigan, the nearest Other by assets is Key Point Health Services, Inc. Retirement Plan in MD ($6M); by covered participants it is Appalachian Trail Conservancy 403(b) Retirement Plan in WV (74 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (74 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.