401(k) · DOL Form 5500 · 2024
Upper Great Lakes Family Heath Center 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 207
- Participants Below avg headcount
- 52nd
- Percentile by assets National rank
- $41,293
- Avg per participant Low balance/head
Official DOL plan name: Upper Great Lakes Family Health Center Retirement Plan · Sponsored by Upper Great Lakes Family Heath Center · Michigan · Healthcare & Social Assistance
$9M in assets, 207 participants
Upper Great Lakes Family Heath Center's Upper Great Lakes Family Health Center Retirement Plan reported $9M in total assets and 207 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.
- #9,743 in Healthcare & Social Assistance (16,916 peers)
Coverage in Michigan
Upper Great Lakes Family Health Center Retirement Plan covers 207 participants in Michigan, about 32% of the average Michigan filer (state average ~638 per filing). Assets: $9M.
- #9,743
- in Healthcare & Social Assistance (16,916 peers)
- +29.9%
- assets growth YoY
Upper Great Lakes Family Health Center Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Upper Great Lakes Family Health Center Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,547,567 Top 48% higher than 52% 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
Upper Great Lakes Family Health Center Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Upper Great Lakes Family Health Center Retirement Plan sits mid-pack in the medium band (207 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Upper Great Lakes Family Health Center Retirement Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Upper Great Lakes Family Health Center Retirement Plan end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 264299275 · Upper Great Lakes Family Heath Center PY 2024 · 401(k)
Upper Great Lakes Family Health Center Retirement Plan · $9M · 207 · 52nd
- BOY $9M
- SCH 207
- EBSA 52nd
- PART 401(k)
- TYPE near Ocusoft Inc 401(k) Plan
- NET ind #9743
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 →
Upper Great Lakes Family Health Center Retirement Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $2M |
| Employer EIN | 264299275 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Upper Great Lakes Family Heath Center)
Sponsor-wide plan assets over time
All Upper Great Lakes Family Heath Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 59.183063464518895% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 199 | $5M |
| 2023 | 1 | 205 | $7M |
| 2024 | 1 | 207 | $9M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $23.1B · 43,053
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $17.3B · 31,790
- The Dow Chemical Company Employees' Savings Plan $10.8B · 17,128
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $9.6B · 42,513
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $8.3B · 60,497
Upper Great Lakes Family Health Center Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Ocusoft Inc 401(k) Plan in TX ($9M); by covered participants it is California Retina Associates 401(k) Plan in CA (207 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
- Ocusoft Inc 401(k) Plan (TX) $9M · 147
- Jackson Partners 401(k) Plan (FL) $9M · 4,109
- Unique People Services 401(k) Profit Sharing Plan (NY) $9M · 234
- Halker Consulting LLC 401(k) P/S Plan (CO) $9M · 120
Similar participant headcount
Nearest other-state filings by covered participants (207 participants); asset peers above are excluded.
- California Retina Associates 401(k) Plan (CA) 207 · 0 off
- The Las Olas Company, Inc. 401(k) Plan (FL) 207 · 0 off
- Gmfs, LLC 401(k) Plan (LA) 207 · 0 off
- The Simon Konover Company 401(k) Savings Plan (CT) 207 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.