Other · DOL Form 5500 · 2024
Alcona Citizens for Health, Inc. Retirement Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 377
- Participants Below avg headcount
- 67th
- Percentile by assets National rank
- $46,113
- Avg per participant Low balance/head
Official DOL plan name: Alcona Citizens for Health, Inc. 403(b) Plan · Sponsored by Alcona Citizens for Health, Inc. · Michigan · Healthcare & Social Assistance
$17M in assets, 377 participants
Alcona Citizens for Health, Inc.'s Alcona Citizens for Health, Inc. 403(b) Plan reported $17M in total assets and 377 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.
- #12,228 in Healthcare & Social Assistance (16,916 peers)
Alcona Citizens for Health, Inc. multi-year trail
Alcona Citizens for Health, Inc.'s plans moved +42.0% in assets from 2022 to 2024; this filing shows Alcona Citizens for Health, Inc. 403(b) Plan at $17M / 377 participants.
- #12,228
- in Healthcare & Social Assistance (16,916 peers)
- +20.4%
- assets growth YoY
Alcona Citizens for Health, Inc. 403(b) Plan's outsized position by total assets
Alcona Citizens for Health, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$17,384,749 Top 33% higher than 67% 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
Alcona Citizens for Health, Inc. 403(b) 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. Alcona Citizens for Health, Inc. 403(b) Plan sits mid-pack in the medium band (377 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Alcona Citizens for Health, Inc. 403(b) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Alcona Citizens for Health, Inc. 403(b) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $17M in the plan year 2024 filing.
- Alcona Citizens for Health, Inc. 403(b) Plan reported participants rose from 366 in the plan year 2023 filing to 377 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 382170985 · Alcona Citizens for Health, Inc. PY 2024 · Other
Alcona Citizens for Health, Inc. 403(b) Plan · $17M · 377 · 67th
- EOY $17M
- 5500 377
- ASSETS 67th
- PCT Other
- EIN near Alta Bates Summit 403(b) Tda Retirement Plan
- RANK ind #12228
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 →
Alcona Citizens for Health, Inc. 403(b) Plan in the asset neighbourhood
Alcona Citizens for Health, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Alcona Citizens for Health, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 42.0212749879564% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 343 | $12M |
| 2023 | 1 | 366 | $14M |
| 2024 | 1 | 377 | $17M |
Alcona Citizens for Health, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $3M |
| Employer EIN | 382170985 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Michigan
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
Alcona Citizens for Health, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Michigan, the nearest Other by assets is Alta Bates Summit 403(b) Tda Retirement Plan in CA ($17M); by covered participants it is Salem Regional Medical Center 403(b) Plan in OH (377 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Alta Bates Summit 403(b) Tda Retirement Plan (CA) $17M · 116
- Osceola Medical Center 403(b) Tax Deferred Annuity Plan (WI) $17M · 300
- Kents Hill School Defined Contribution Retirement Plan (ME) $17M · 85
- National Tropical Botanical Garden Defined Contribution Retirement Plan 403(b) DC and Tda Plan (HI) $17M · 98
Similar participant headcount
Nearest other-state filings by covered participants (377 participants); asset peers above are excluded.
- Salem Regional Medical Center 403(b) Plan (OH) 377 · 0 off
- Asbestos Workers Local 75 Indiana Retirement Fund (IN) 377 · 0 off
- Zeta Charter Schools 403(b) Plan (NY) 377 · 0 off
- Gift of Hope Organ & Tissue Donor Network 403(b) Plan (IL) 376 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.