401(k) · DOL Form 5500 · 2024
Mckenzie Memorial Hospital 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 274
- Participants Below avg headcount
- 68th
- Percentile by assets National rank
- $65,955
- Avg per participant Below avg balance/head
Official DOL plan name: Mckenzie Health System 401(k) Retirement Plan · Sponsored by Mckenzie Memorial Hospital · Michigan · Healthcare & Social Assistance
$18M in assets, 274 participants
Mckenzie Memorial Hospital's Mckenzie Health System 401(k) Retirement Plan reported $18M in total assets and 274 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.
- #12,372 in Healthcare & Social Assistance (16,916 peers)
Coverage in Michigan
Mckenzie Health System 401(k) Retirement Plan covers 274 participants in Michigan, about 43% of the average Michigan filer (state average ~638 per filing). Assets: $18M.
- #12,372
- in Healthcare & Social Assistance (16,916 peers)
- +14.9%
- assets growth YoY
Mckenzie Health System 401(k) Retirement Plan's outsized position by total assets
Mckenzie Health System 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$18,071,597 Top 32% higher than 68% 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
Mckenzie Health System 401(k) 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. Mckenzie Health System 401(k) Retirement Plan sits mid-pack in the medium band (274 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mckenzie Health System 401(k) Retirement Plan reported participants rose from N/A in the plan year 2023 filing to 274 in the plan year 2024 filing.
- Mckenzie Health System 401(k) Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Mckenzie Health System 401(k) Retirement Plan end-of-year assets rose from $16M in the plan year 2023 filing to $18M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 381738615 · Mckenzie Memorial Hospital PY 2024 · 401(k)
Mckenzie Health System 401(k) Retirement Plan · $18M · 274 · 68th
- NET $18M
- NET 274
- NET 68th
- NET 401(k)
- NET near Dynamic Fastener Service, Inc. Profit Sharing Plan & Trust
- NET ind #12372
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 →
Mckenzie Health System 401(k) Retirement Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $2M |
| Employer EIN | 381738615 |
| Plan Effective Date | 1969-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mckenzie Memorial Hospital)
Sponsor-wide plan assets over time
All Mckenzie Memorial Hospital plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 41.44941450439863% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 270 | $13M |
| 2023 | 1 | N/A | $16M |
| 2024 | 1 | 274 | $18M |
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
Mckenzie Health System 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Dynamic Fastener Service, Inc. Profit Sharing Plan & Trust in MO ($18M); by covered participants it is Phenomebio Inc. 401(k) Plan in CA (274 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Dynamic Fastener Service, Inc. Profit Sharing Plan & Trust (MO) $18M · 76
- Publix Employees Federal Credit Union 401(k) Profit Sharing Plan and Trust (FL) $18M · 254
- Maternal Fetal Medicine Associates, P.L.L.C. 401(k) Profit Sharing Plan (NY) $18M · 114
- Greiner Electric, LLC 401(k) Plan (CO) $18M · 347
Similar participant headcount
Nearest other-state filings by covered participants (274 participants); asset peers above are excluded.
- Phenomebio Inc. 401(k) Plan (CA) 274 · 0 off
- Territorial Savings Bank 401(k) Plan (HI) 274 · 0 off
- Cdi Services, Inc. 401(k) Retirement Savings Plan (ND) 274 · 0 off
- Missouri Highlands Health Care 401(k) Plan (MO) 274 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.