Other · DOL Form 5500 · 2024
Carelink of Jackson, a Community-Owned Specialty Hospital Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 29th
- Percentile by assets National rank
Official DOL plan name: Carelink of Jackson Tax Deferred Annuity Plan · Sponsored by Carelink of Jackson, a Community-Owned Specialty Hospital · Michigan · Healthcare & Social Assistance
$2M in assets, N/A participants
Carelink of Jackson, a Community-Owned Specialty Hospital's Carelink of Jackson Tax Deferred Annuity Plan reported $2M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.
- #4,646 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
Carelink of Jackson Tax Deferred Annuity Plan holds $2M for N/A participants, in the lower half of filed plans by assets.
- #4,646
- in Healthcare & Social Assistance (16,916 peers)
- -3.7%
- assets change YoY
The plan reported a net loss of $76K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Carelink of Jackson Tax Deferred Annuity Plan among the smaller filed plans by assets
Carelink of Jackson Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,986,858 29th percentile higher than 29% 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
Filed plans by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carelink of Jackson Tax Deferred Annuity Plan reported net income fell from -$8K in the plan year 2023 filing to -$76K in the plan year 2024 filing.
- Carelink of Jackson Tax Deferred Annuity Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
DOL schedule card
Filing strip 381218485 · Carelink of Jackson, a Community-Owned Specialty Hospital PY 2024 · Other
Carelink of Jackson Tax Deferred Annuity Plan · $2M · N/A · 29th
- PART $2M
- PART N/A
- PART 29th
- PART Other
- PART near 403(b) Thrift Plan for Employees of Community Health Centers of South Central Texas, Inc.
- PART ind #4646
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 →
Carelink of Jackson Tax Deferred Annuity Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$76K |
| Employer EIN | 381218485 |
| Plan Effective Date | 1978-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carelink of Jackson, a Community-Owned Specialty Hospital)
Sponsor-wide plan assets over time
All Carelink of Jackson, a Community-Owned Specialty Hospital plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 4.030430372409795% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $2M |
| 2023 | 1 | N/A | $2M |
| 2024 | 1 | N/A | $2M |
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
Carelink of Jackson Tax Deferred Annuity Plan's closest out-of-state Other peers by assets
Outside Michigan, the nearest Other by end-of-year assets is 403(b) Thrift Plan for Employees of Community Health Centers of South Central Texas, Inc. in TX at $2M (this filing: $2M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
- 403(b) Thrift Plan for Employees of Community Health Centers of South Central Texas, Inc. (TX) $2M · 66
- Asbestos Workers Local Union 55 Defined Contribution Plan (AL) $2M · 164
- 401(k) Profit Sharing Plan for Employees of the Arc of Anchorage (AK) $2M · 260
- Greater Texas Foundation, Inc. Retirement Plan and Trust (TX) $2M · 9
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.