Defined Benefit (Pension) · DOL Form 5500 · 2024

Luella Hannan Memorial Foundation Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: 1
Participants Small participant base: 24th
Percentile by assets National rank: $1.1M
Avg per participant High balance/head

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Official DOL plan name: Luella Hannan Memorial Foundation Employees' Retirement Plan · Sponsored by Luella Hannan Memorial Foundation · Michigan · Healthcare & Social Assistance

$1M in assets, 1 participants

Luella Hannan Memorial Foundation's Luella Hannan Memorial Foundation Employees' Retirement Plan reported $1M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

#3,334 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

Luella Hannan Memorial Foundation Employees' Retirement Plan holds $1M for 1 participant - about $1.1M per participant, among the smaller plans by assets on file.

#3,334
in Healthcare & Social Assistance (16,916 peers): -2.0%
assets change YoY

The plan reported a net loss of $22K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Luella Hannan Memorial Foundation Employees' Retirement Plan among the smaller filed plans by assets

Luella Hannan Memorial Foundation Employees' Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,077,133 24th percentile higher than 24% 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

Luella Hannan Memorial Foundation Employees' Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Luella Hannan Memorial Foundation Employees' Retirement Plan is a micro filing (1 participant), the leftmost band.

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%)

Luella Hannan Memorial Foundation Employees' Retirement Plan reported net income fell from $19K in the plan year 2023 filing to -$22K in the plan year 2024 filing.
Luella Hannan Memorial Foundation Employees' Retirement Plan end-of-year assets fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 381358386 · Luella Hannan Memorial Foundation PY 2024 · Defined Benefit (Pension)

Luella Hannan Memorial Foundation Employees' Retirement Plan · $1M · 1 · 24th

IND $1M
IND 1
IND 24th
IND Defined Benefit (Pension)
IND near Klamath 43 Defined Benefit Pension Plan
IND ind #3334

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 Luella Hannan Memorial Foundation Employees' Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$1M
Net Income	-$22K
Employer EIN	381358386
Plan Effective Date	1966-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Luella Hannan Memorial Foundation)

Latest sponsor-wide plan assets: $1M 0.35873825520739383% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	1	$1M
2023	1	1	$1M
2024	1	1	$1M

Nearby Defined Benefit (Pension) Plans in Michigan

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Luella Hannan Memorial Foundation Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants

General Motors Hourly-Rate Employees Pension Plan $42.5B · 15,648
Ford Motor Company UAW Retirement Plan $17.8B · 25,742
Ford Motor Company General Retirement Plan $12.1B · 8,585
Dow Employees' Pension Plan $10.9B · 6,888
Fca US LLC UAW Pension Agreement $10.3B · 12,752

Compare Luella Hannan Memorial Foundation Employees' Retirement Plan side-by-side with 3 peers →

Luella Hannan Memorial Foundation Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Michigan, the nearest Defined Benefit (Pension) by assets is Klamath 43 Defined Benefit Pension Plan in CA ($1M); by covered participants it is The Lawrence Firm, PLLC Defined Benefit Pension Plan in VA (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Klamath 43 Defined Benefit Pension Plan (CA) $1M · 2
American Heart Association Plan Svc 07/01/1976 (TX) $1M · N/A
Compu Pro Services Corporation Cash Balance Plan (CA) $1M · 4
Infectious Disease Consultants of Hawaii LLC Pension Plan (HI) $1M · 14

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

The Lawrence Firm, PLLC Defined Benefit Pension Plan (VA) 1 · 0 off
Mirsky Financial Management Corp 412e3 Pension Plan (NY) 1 · 0 off
Olarte-Foussard & Co., Inc. Pension Plan (NY) 1 · 0 off
Avh Enterprises, Inc. Retirement Plan (VA) 1 · 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 Luella Hannan Memorial Foundation Employees' Retirement Plan assets move in 2024? ▼

Luella Hannan Memorial Foundation Employees' Retirement Plan edged down modestly - down 2.0% during 2024, from $1M to $1M. Reported net income was -$22K.

How have Luella Hannan Memorial Foundation plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Luella Hannan Memorial Foundation's sponsor-wide assets declined 0.4%, from $1M to $1M.

Where does Luella Hannan Memorial Foundation Employees' Retirement Plan rank by assets among Form 5500 filers? ▼

Luella Hannan Memorial Foundation Employees' Retirement Plan ranks in the 24th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which Defined Benefit (Pension) plans are similar in size to Luella Hannan Memorial Foundation Employees' Retirement Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Klamath 43 Defined Benefit Pension Plan in CA ($1M, 2 participants).

Which Defined Benefit (Pension) plans cover a similar participant headcount to Luella Hannan Memorial Foundation Employees' Retirement Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Lawrence Firm, PLLC Defined Benefit Pension Plan in VA (1 participant, N/A 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 381358386.