Employer · plans filed under one EIN
Bronson Healthcare Group, Inc.
Kalamazoo, MI · Health care and social assistance
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
Bronson Healthcare Group, Inc., based in Kalamazoo, Michigan, sponsors 2 retirement plans with 100 or more participants: 1 defined contribution and 1 defined benefit. Together they reported 16,781 participant records and $1.49B in net assets.
The largest is Bronson Healthcare Group, Inc. 403(b) Tax Sheltered Matching Plan, a 403(b) plan with 12,551 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $33.9M and participant contributions $50.5M in the latest plan years; benefits paid were $120M. Schedule C compensation reported to service provider organisations totalled $5.6M.
Combined net assets moved from $141M in 2009 to $1.49B in 2024 (up 957%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Bronson Healthcare Group, Inc. 403(b) Tax Sheltered Matching Plan | 403(b) plan | 2024 | 12,551 | $1.18B | $93,960 | $3,495 | $962K |
| Bronson Healthcare Retirement Plan | cash balance pension plan | 2024 | 4,230 | $315M | $74,522 | — | $4.6M |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 2 | 16,781 | $1.49B | $33.9M | $50.5M |
| 2023 | 2 | 16,242 | $1.34B | $31.5M | $47.7M |
| 2022 | 2 | 15,799 | $1.13B | $30.2M | $47.1M |
| 2021 | 2 | 16,073 | $1.38B | $46.8M | $41.5M |
| 2020 | 2 | 17,039 | $1.26B | $32.9M | $36.5M |
| 2019 | 2 | 18,787 | $1.09B | $33.6M | $38.9M |
| 2018 | 2 | 18,602 | $887M | $33.1M | $37.7M |
| 2017 | 1 | 11,764 | $576M | $25.1M | $32.2M |
| 2016 | 1 | 10,953 | $448M | $22.6M | $29.3M |
| 2015 | 1 | 9,939 | $392M | $21.5M | $26.2M |
| 2014 | 1 | 9,262 | $358M | $19.2M | $22.4M |
| 2013 | 1 | 8,222 | $301M | $6.4M | $20.4M |
| 2012 | 1 | 7,733 | $238M | $5.7M | $17.8M |
| 2011 | 1 | 7,083 | $197M | $4.7M | $14.9M |
| 2010 | 1 | 4,908 | $174M | $3.9M | $12.2M |
| 2009 | 1 | 4,921 | $141M | $3.8M | $11.6M |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Willis Towers Watson | Consulting (general); Actuarial; Recordkeeping and information management; Consulting (pension) | 2 | $2,977,737 |
| Fidelity Investments Institutional | Participant loan processing | 1 | $664,146 |
| William Blair Investment Mngmt, LLC | Investment management | 1 | $378,583 |
| JPMorgan Investment Management Inc. | Investment advisory (plan); Investment management | 1 | $246,130 |
| Cohen & Steers Capital MGMT, Inc. | Investment management | 1 | $215,839 |
| Eagle Capital Management, LLC | Investment management | 1 | $183,187 |
| Strategic Advisors, Inc. | Investment advisory (plan) | 1 | $173,620 |
| Boston Partners GLBL Investors Inc. | Investment advisory (plan); Investment management | 1 | $162,638 |
| D.F. Dent and Company, Inc. | Investment management | 1 | $143,961 |
| Miller, Johnson, Snell, P.L.C. | Legal | 1 | $140,000 |
| Capfinancial Partners, LLC | Consulting (general) | 1 | $98,373 |
| Wedge Capital Management LLP | Investment advisory (plan) | 1 | $75,285 |
| Plante & Moran, PLLC | Accounting (including auditing) | 1 | $60,000 |
| Plante Moran | Accounting (including auditing) | 1 | $26,100 |
| Segall Bryant & Hamill, LLC | Investment management | 1 | $19,313 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Bronson Healthcare Group, Inc. have?
2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Bronson Healthcare Group, Inc. 403(b) Tax Sheltered Matching Plan and Bronson Healthcare Retirement Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Bronson Healthcare Group, Inc. contribute to its plans?
$33,873,799 in employer contributions across these plans in their latest plan years, about $2,893 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Willis Towers Watson, Fidelity Investments Institutional, William Blair Investment Mngmt, LLC and JPMorgan Investment Management Inc. and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.