Plan5500

Alma, 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, Alma, MI has 15 loaded benefit plan(s) reported by 10 plan sponsor(s), with $111,667,904 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
15
Plan sponsors
10
Latest filing year
2023

What stands out in Alma

  • 15 loaded plans hold $111.7M in reported assets across 10 sponsors.
  • The largest, Garr Tool Co., Inc. Ees' P/S Salary Reduction 401(K) Plan, holds 40% of reported Alma plan assets.
  • Plans cover 4,051 participants — about 270 per plan.
  • 53% of loaded plans report full Schedule H/I financial statements.
  • 47% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$111.7MSummed across loaded plans$111,650,120
Total reported assets$111.7M$111,667,904
Total reported participants4.1K4,051
Total reported liabilities$17.8K$17,784

Reported net position

Reported assets = net assets + liabilities (summed)$111.7M total assets
Net assets$111.7MLiabilities$17.8K
Contributions & income
Employer contributions$4.5M
Participant contributions$3.9M
Total income / additions$29.2M
Expenses & distributions
Benefits paid / distributions$13.1M
Total expenses$14M
Net increase / (decrease)$15.2M

Data coverage

Plans with financial statements8 / 15 (53%)
Plans with provider compensation7 / 15 (47%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Alma, 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

Alma market comparison

Largest plan share of assets40%Garr Tool Co., Inc. Ees' P/S Salary Reduction 401(K) Plan
Participants per plan270Average across loaded plans
Plan sponsors10
Ranked by reported assets

Largest loaded plans in Alma

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

  1. 1
    Garr Tool Co., Inc. Ees' P/S Salary Reduction 401(K) Plan$44.7M
    Garr Tool Company, Inc. · 2023
  2. 2
    Medler Electric Company Employee Stock Ownership Plan And Trust$23.1M
    Medler Electric Company · 2023
  3. 3
    Avalon & Tahoe 401(K) Retirement Plan$14.5M
    Avalon & Tahoe Mfg., Inc. · 2023
  4. 4
    Retirement Plan For Hourly Rated Employees Of Alma Products I, Inc.$14.1M
    Alma Products I, Inc. · 2023
  5. 5
    Michigan Masonic Home 403(B) Retirement Plan$12.1M
    Michigan Masonic Home · 2023
  6. 6
    Stbw 401(K) Plan$1.9M
    Seals, Tacia And Bartz, Od, Pc · 2023
  7. 7
    Abc Fastener Group, Inc. 401(K) Profit Sharing Plan$1.1M
    Abc Fastener Group, Inc. · 2023
  8. 8
    Builders & Contractors Supp Unemployment Ins Plan$0
    Revolution Electric LLC · 2023
  9. 9
    Legend Manufacturing, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Legend Manufacturing, Inc · 2023
  10. 10
    Garr Tool Company Group Benefit Plannot reported in the loaded dataset
    Garr Tool Company · 2023
  11. 11
    Alma College Group Term Life Insurancenot reported in the loaded dataset
    Alma College · 2023
  12. 12
    Avalon & Tahoe Mfg., Inc. Welfare Benefit Plannot reported in the loaded dataset
    Avalon & Tahoe Mfg., Inc. · 2023
  13. 13
    Michigan Masonic Home Umbrella Plannot reported in the loaded dataset
    Michigan Masonic Home · 2023
  14. 14
    Alma College Group Health Benefit Plannot reported in the loaded dataset
    Alma College · 2023
  15. 15
    Alma College Group Disability Plannot reported in the loaded dataset
    Alma College · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Alma, MI?
15 plan(s) reported by 10 sponsor(s) are loaded for Alma, MI.

Related Form 5500 pages