401(k) · DOL Form 5500 · 2023

Mckenzie Memorial Hospital 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets: N/A
Participants Small participant base: 68th
Percentile by assets National rank

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Official DOL plan name: Mckenzie Health System 401(k) Retirement Plan · Sponsored by Mckenzie Memorial Hospital · Michigan · Healthcare & Social Assistance

$16M in assets, N/A participants

Mckenzie Memorial Hospital's Mckenzie Health System 401(k) Retirement Plan reported $16M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

#12,935 in Healthcare & Social Assistance (17,684 peers)

Mckenzie Memorial Hospital multi-year trail

Mckenzie Memorial Hospital's plans moved +41.4% in assets from 2022 to 2024; this filing shows Mckenzie Health System 401(k) Retirement Plan at $16M / N/A participants.

#12,935
in Healthcare & Social Assistance (17,684 peers): +23.1%
assets growth YoY

Mckenzie Health System 401(k) Retirement Plan's outsized position by total assets

Mckenzie Health System 401(k) Retirement Plan vs every filed plan by assets

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

$15,726,216 Top 32% higher than 68% 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%)

Mckenzie Health System 401(k) Retirement Plan reported participants fell from 270 in the plan year 2022 filing to N/A in the plan year 2023 filing.
Mckenzie Health System 401(k) Retirement Plan reported net income rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Mckenzie Health System 401(k) Retirement Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 381738615 · Mckenzie Memorial Hospital PY 2023 · 401(k)

Mckenzie Health System 401(k) Retirement Plan · $16M · N/A · 68th

EOY $16M
5500 N/A
ASSETS 68th
PCT 401(k)
EIN near Walden Savings Bank 401(k) Plan
RANK ind #12935

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 Mckenzie Health System 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mckenzie Memorial Hospital multi-year asset trail

Latest sponsor-wide plan assets: $18M 41.44941450439863% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	270	$13M
2023	1	N/A	$16M
2024	1	274	$18M

Mckenzie Memorial Hospital filing trail (2023)

Total Assets (Beginning of Year)	$13M
Net Assets (End of Year)	$16M
Net Income	$3M
Employer EIN	381738615
Plan Effective Date	1969-10-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Michigan

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Mckenzie Health System 401(k) Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants

General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195

Compare Mckenzie Health System 401(k) Retirement Plan side-by-side with 3 peers →

Mckenzie Health System 401(k) Retirement Plan's closest out-of-state 401(k) peers by assets

Outside Michigan, the nearest 401(k) by end-of-year assets is Walden Savings Bank 401(k) Plan in NY at $16M (this filing: $16M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Walden Savings Bank 401(k) Plan (NY) $16M · 154
Century Contractors, Inc. 401(k) Plan (NC) $16M · 133
Kelley Connect 401(k) Profit Sharing Plan (WA) $16M · 312
Charles Daher's Commonwealth Motors 401(k) Retirement Plan (MA) $16M · 194

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 Mckenzie Health System 401(k) Retirement Plan assets move in 2023? ▼

Mckenzie Health System 401(k) Retirement Plan grew sharply - up 23.1% during 2023, from $13M to $16M. Reported net income was $3M.

How have Mckenzie Memorial Hospital plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Mckenzie Memorial Hospital's sponsor-wide assets grew 41.4%, from $13M to $18M.

Which 401(k) plans are similar in size to Mckenzie Health System 401(k) Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Walden Savings Bank 401(k) Plan in NY ($16M, 154 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 381738615.