Defined Benefit (Pension)
2024 plan-year Defined Benefit (Pension) DOL Form 5500

Sturgis Hospital, Inc. Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Sturgis Hospital, Inc. · Michigan · Healthcare & Social Assistance

What the 2023 filing shows

Sturgis Hospital, Inc. Retirement Plan holds $31M for 62 participants — about $499,583 per participant, down 2.6% over the 2024 plan year.

$31M
total plan assets (2024 EOY)
62
covered participants
$499,583
avg assets per participant
-2.6%
assets change YoY

The plan reported a net loss of $837K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$31M
Participants
62
State
Industry
Healthcare & Social Assistance

What the Filing Says About Sturgis Hospital, Inc. Retirement Plan

Sturgis Hospital, Inc. Retirement Plan is a Defined Benefit (Pension) retirement plan sponsored by Sturgis Hospital, Inc., headquartered in Michigan. As of the 2024 Form 5500 filing, the plan reports $31M in total end-of-year assets and covers 62 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 352362438, and the plan has been effective since 2010-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $32M at the beginning of 2024 to $31M at year-end — a decline of 2.6%. Net assets (after liabilities) closed the year at $31M, with reported net income of $-837,268 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$32M
Total Assets (End of Year)$31M
Net Assets (End of Year)$31M
Net Income$-837,268
Plan TypeDefined Benefit (Pension)
Employer EIN352362438
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sturgis Hospital, Inc.)

Year Plans Participants Total Assets
2023 1 78 $32M
2024 1 62 $31M

Nearby Defined Benefit (Pension) Plans in Michigan

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

Frequently Asked Questions

How much money is in the Sturgis Hospital, Inc. Retirement Plan?
As of the 2024 Form 5500 filing, Sturgis Hospital, Inc. Retirement Plan holds $31M in total assets with 62 participants. It is sponsored by Sturgis Hospital, Inc..
What type of plan is Sturgis Hospital, Inc. Retirement Plan?
Sturgis Hospital, Inc. Retirement Plan is a Defined Benefit (Pension) plan. It has been effective since 2010-01-01. The plan is filed with the U.S. Department of Labor under EIN 352362438.
Who sponsors the Sturgis Hospital, Inc. Retirement Plan?
Sturgis Hospital, Inc. Retirement Plan is sponsored by Sturgis Hospital, Inc., located in Michigan. The sponsor's EIN is 352362438 and the plan operates in the Healthcare & Social Assistance industry.
How did Sturgis Hospital, Inc. Retirement Plan perform in 2024?
Sturgis Hospital, Inc. Retirement Plan declined by 2.6% during 2024, moving from $32M to $31M in total assets. Net income was $-837,268.
Where can I find official filings for Sturgis Hospital, Inc. Retirement Plan?
Official Form 5500 filings for Sturgis Hospital, Inc. Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 352362438 or plan name at efast.dol.gov.
How does Sturgis Hospital, Inc. Retirement Plan compare to other plans?
You can compare Sturgis Hospital, Inc. Retirement Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in Michigan on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 352362438.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.