Other · DOL Form 5500 · 2023

Carelink of Jackson, a Community-Owned Specialty Hospital Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: N/A
Participants Small participant base: 31st
Percentile by assets National rank

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Official DOL plan name: Carelink of Jackson Tax Deferred Annuity Plan · Sponsored by Carelink of Jackson, a Community-Owned Specialty Hospital · Michigan · Healthcare & Social Assistance

$2M in assets, N/A participants

Carelink of Jackson, a Community-Owned Specialty Hospital's Carelink of Jackson Tax Deferred Annuity Plan reported $2M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

#5,215 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Carelink of Jackson Tax Deferred Annuity Plan holds $2M for N/A participants, in the lower half of filed plans by assets.

#5,215
in Healthcare & Social Assistance (17,684 peers): -0.4%
assets change YoY

The plan reported a net loss of $8K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carelink of Jackson Tax Deferred Annuity Plan among the smaller filed plans by assets

Carelink of Jackson Tax Deferred Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,062,408 31st percentile higher than 31% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Carelink of Jackson Tax Deferred Annuity Plan reported net income fell from $154K in the plan year 2022 filing to -$8K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 381218485 · Carelink of Jackson, a Community-Owned Specialty Hospital PY 2023 · Other

Carelink of Jackson Tax Deferred Annuity Plan · $2M · N/A · 31st

SCH $2M
SCH N/A
SCH 31st
SCH Other
SCH near California Vocations, Inc. Employer Matching Retirement Plan
SCH ind #5215

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 →

End-of-year total assets ($M) among Carelink of Jackson Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	-$8K
Employer EIN	381218485
Plan Effective Date	1978-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Carelink of Jackson, a Community-Owned Specialty Hospital)

Latest sponsor-wide plan assets: $2M 4.030430372409795% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$2M
2023	1	N/A	$2M
2024	1	N/A	$2M

Nearby Other Plans in Michigan

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

Carelink of Jackson Tax Deferred Annuity Plan vs. nearby Other plans in Michigan, assets vs. participants

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

Compare Carelink of Jackson Tax Deferred Annuity Plan side-by-side with 3 peers →

Carelink of Jackson Tax Deferred Annuity Plan's closest out-of-state Other peers by assets

Outside Michigan, the nearest Other by end-of-year assets is California Vocations, Inc. Employer Matching Retirement Plan in CA at $2M (this filing: $2M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

California Vocations, Inc. Employer Matching Retirement Plan (CA) $2M · 163
Ozark Opportunities Inc. 403b Plan (AR) $2M · 89
Elsie Whitlow Stokes Community Freedom Public Charter School Tax Deferred Annuity Retirement Plan (DC) $2M · 140
Lifequest, Inc. 403(b) Retirement Plan (PA) $2M · 247

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Carelink of Jackson Tax Deferred Annuity Plan assets move in 2023? ▼

Carelink of Jackson Tax Deferred Annuity Plan held essentially flat - down 0.4% during 2023, from $2M to $2M. Reported net income was -$8K.

How have Carelink of Jackson, a Community-Owned Specialty Hospital plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Carelink of Jackson, a Community-Owned Specialty Hospital's sponsor-wide assets declined 4.0%, from $2M to $2M.

Which Other plans are similar in size to Carelink of Jackson Tax Deferred Annuity Plan? ▼

Among Other plans in other states, the closest by assets is California Vocations, Inc. Employer Matching Retirement Plan in CA ($2M, 163 participants).

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 381218485.