Other · DOL Form 5500 · 2024

Region IV Area Agency on Aging, Inc Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets: 85
Participants Small participant base: 48th
Percentile by assets National rank: $81,366
Avg per participant Below avg balance/head

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Official DOL plan name: Region IV a.a.a. 403(b) Plan · Sponsored by Region IV Area Agency on Aging, Inc · Michigan · Other Services

$7M in assets, 85 participants

Region IV Area Agency on Aging, Inc's Region IV a.a.a. 403(b) Plan reported $7M in total assets and 85 participants in its 2024 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.

#5,298 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Region IV a.a.a. 403(b) Plan ranks #5,298 of 7,719 2024 filers by assets (290% of the sector average)-$7M for 85 participants.

#5,298
in Other Services (7,719 peers): +16.0%
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 2024 · DOL Form 5500

$6,916,122 48th percentile higher than 48% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Region IV a.a.a. 403(b) Plan among smaller filed plans by headcount

Plan-year 2024 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 (85 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Region IV a.a.a. 403(b) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Region IV a.a.a. 403(b) Plan reported participants rose from 74 in the plan year 2023 filing to 85 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 382332594 · Region IV Area Agency on Aging, Inc PY 2024 · Other

Region IV a.a.a. 403(b) Plan · $7M · 85 · 48th

SCH $7M
SCH 85
SCH 48th
SCH Other
SCH near Acds 403(b) Plan
SCH ind #5298

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 →

End-of-year total assets ($M) among Region IV a.a.a. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$7M
Net Income	$952K
Employer EIN	382332594
Plan Effective Date	1981-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Region IV Area Agency on Aging, Inc)

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.

Region IV a.a.a. 403(b) Plan vs. nearby Other plans in Michigan, assets vs. participants

Fca US LLC UAW Savings Plan $5.2B · 44,591
Fca US LLC Salaried Employees' Savings Plan $5.1B · 15,683
Spectrum Health System 403(b) Plan $3.2B · 32,821
Beaumont Health 403(b) Retirement Savings Plan $3.0B · 34,160
Henry Ford Health System Heritage 403(b) Plan $1.4B · 14,465

Compare Region IV a.a.a. 403(b) Plan side-by-side with 3 peers →

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 Acds 403(b) Plan in NY ($7M); by covered participants it is Western Seminary 403(b) Plan in OR (85 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Acds 403(b) Plan (NY) $7M · 1,184
401(k) Profit Sharing Plan for Employees of Jipc Management, Inc. (CA) $7M · 837
Asian Americans for Equality, Inc. 403(b) Plan (NY) $7M · 139
Self-Help, Inc. Tax Sheltered Annuity Plan (MA) $7M · 236

Similar participant headcount

Nearest other-state filings by covered participants (85 participants); asset peers above are excluded.

Western Seminary 403(b) Plan (OR) 85 · 0 off
American Meteorological Society Defined Contribution Retirement Plan (MA) 85 · 0 off
Virginia Episcopal School Defined Contribution Retirement Plan (VA) 85 · 0 off
Kents Hill School Defined Contribution Retirement Plan (ME) 85 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Region IV a.a.a. 403(b) Plan assets move in 2024? ▼

Region IV a.a.a. 403(b) Plan grew sharply - up 16.0% during 2024, from $6M to $7M. Reported net income was $952K.

How have Region IV Area Agency on Aging, Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Region IV Area Agency on Aging, Inc's sponsor-wide assets grew 37.2%, from $5M to $7M.

Which Other plans are similar in size to Region IV a.a.a. 403(b) Plan? ▼

Among Other plans in other states, the closest by assets is Acds 403(b) Plan in NY ($7M, 1,184 participants).

Which Other plans cover a similar participant headcount to Region IV a.a.a. 403(b) Plan? ▼

Among Other plans in other states, the closest by covered participants is Western Seminary 403(b) Plan in OR (85 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 382332594.