Plan5500

Allegan, MI Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Allegan, MI has 7 loaded benefit plan(s) reported by 6 plan sponsor(s), with $1,012,078,633 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
6
Latest filing year
2023

What stands out in Allegan

  • 7 loaded plans hold $1B in reported assets across 6 sponsors.
  • The largest, Perrigo Company Profit-Sharing And Investment Plan, holds 97% of reported Allegan plan assets.
  • Plans cover 17,650 participants — about 2,521 per plan.
  • 57% of loaded plans report full Schedule H/I financial statements.
  • 29% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1BSummed across loaded plans$1,012,011,051
Total reported assets$1B$1,012,078,633
Total reported participants17.6K17,650
Total reported liabilities$42K$42,040

Reported net position

Reported assets = net assets + liabilities (summed)$1B total assets
Net assets$1BLiabilities$42K
Contributions & income
Employer contributions$29.3M
Participant contributions$40.8M
Total income / additions$230.7M
Expenses & distributions
Benefits paid / distributions$70.2M
Total expenses$70.8M
Net increase / (decrease)$159.9M

Data coverage

Plans with financial statements4 / 7 (57%)
Plans with provider compensation2 / 7 (29%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Allegan, MI plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Allegan market comparison

Largest plan share of assets97%Perrigo Company Profit-Sharing And Investment Plan
Participants per plan2,521Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Allegan

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Perrigo Company Profit-Sharing And Investment Plan$983.3M
    Perrigo Company · 2023
  2. 2
    Padagis 401(K) Retirement Plan$28.6M
    Padagis LLC · 2023
  3. 3
    R. Bushart & Son 401k Trust$93.9K
    R. Bushart & Son Inc. · 2023
  4. 4
    Twschanz Corporation 401k Profit Sharing Plan$25.5K
    Twschanz Corporation · 2023
  5. 5
    Perrigo Company Employee Welfare Benefits Plannot reported in the loaded dataset
    Perrigo Company · 2023
  6. 6
    Employee Benefit Plan For Padagis LLCnot reported in the loaded dataset
    Padagis LLC · 2023
  7. 7
    Perrigo Company Plc Severance Plannot reported in the loaded dataset
    Perrigo Company Plc · 2023

Largest plans in Allegan → · Allegan plans by participants → · Allegan plans with financial data → · Allegan plans with provider compensation → · $1B+ plans in Allegan →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Allegan, MI?
7 plan(s) reported by 6 sponsor(s) are loaded for Allegan, MI.

Related Form 5500 pages