Defined Benefit (Pension) · DOL Form 5500 · 2024
Health Alliance Plan of Michigan Pension Plan
Data updated 2026-08-25
- $52M
- Total assets Below avg plan size
- 326
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $159,774
- Avg per participant Above avg balance/head
Official DOL plan name: Health Alliance Plan Retirement Plan · Sponsored by Health Alliance Plan of Michigan · Michigan · Finance & Insurance
$52M in assets, 326 participants
Health Alliance Plan of Michigan's Health Alliance Plan Retirement Plan reported $52M in total assets and 326 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #6,516 in Finance & Insurance (8,549 peers)
Where Health Alliance Plan Retirement Plan sits by assets
Health Alliance Plan Retirement Plan sits in the top quartile of all filed plans by assets, $52M for 326 participants (~$159,774/participant), down 2.9% in 2024.
- #6,516
- in Finance & Insurance (8,549 peers)
- -2.9%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Health Alliance Plan Retirement Plan's outsized position by total assets
Health Alliance Plan Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$52,086,188 Top 15% higher than 85% 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
Health Alliance Plan 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. Health Alliance Plan Retirement Plan sits mid-pack in the medium band (326 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Health Alliance Plan Retirement Plan reported net income fell from $3M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Health Alliance Plan Retirement Plan reported participants fell from 362 in the plan year 2023 filing to 326 in the plan year 2024 filing.
- Health Alliance Plan Retirement Plan end-of-year assets fell from $54M in the plan year 2023 filing to $52M in the plan year 2024 filing.
DOL schedule card
Filing strip 382242827 · Health Alliance Plan of Michigan PY 2024 · Defined Benefit (Pension)
Health Alliance Plan Retirement Plan · $52M · 326 · 85th
- RANK $52M
- PHOTO 326
- IND 85th
- EOY Defined Benefit (Pension)
- 5500 near Chs Inc. Retirement Plan for Union Production Employees
- ASSETS ind #6516
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 Finance & Insurance retirement plans → · Plans in Michigan →
Health Alliance Plan Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $54M |
|---|---|
| Net Assets (End of Year) | $52M |
| Net Income | -$2M |
| Employer EIN | 382242827 |
| Plan Effective Date | 1979-02-18 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Health Alliance Plan of Michigan)
Sponsor-wide plan assets over time
All Health Alliance Plan of Michigan plans reported in each filing year
- Latest sponsor-wide plan assets
- $193M 16.45274837533501% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,479 | $166M |
| 2023 | 2 | 1,419 | $186M |
| 2024 | 2 | 1,489 | $193M |
Nearby Defined Benefit (Pension) Plans in Michigan
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 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
Health Alliance Plan Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Michigan, the nearest Defined Benefit (Pension) by assets is Chs Inc. Retirement Plan for Union Production Employees in MN ($52M); by covered participants it is Eecu Employees Pension Plan in TX (326 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($52M here).
- Chs Inc. Retirement Plan for Union Production Employees (MN) $52M · 168
- Retirement Income Plan for Nonbargaining Unit Employees of Young's Market Company, LLC (GA) $52M · 148
- Navy-Marine Corps Relief Society Employees' Pension Plan (VA) $52M · 47
- IBEW Local Union No. 237 Pension Plan (NY) $52M · 198
Similar participant headcount
Nearest other-state filings by covered participants (326 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.