Plan5500

Baldwin, 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, Baldwin, MI has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $18,090,539 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Baldwin

  • 2 loaded plans hold $18.1M in reported assets across 2 sponsors.
  • The largest, Baldwin Family Health Care, Inc. Salary Savings Plan, holds 97% of reported Baldwin plan assets.
  • Plans cover 417 participants — about 209 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$18.1MSummed across loaded plans$18,090,539
Total reported assets$18.1M$18,090,539
Total reported participants417
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$18.1M total assets
Net assets$18.1MLiabilities$0
Contributions & income
Employer contributions$402.4K
Participant contributions$1.3M
Total income / additions$4.5M
Expenses & distributions
Benefits paid / distributions$1.6M
Total expenses$1.7M
Net increase / (decrease)$2.7M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation1 / 2 (50%)

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

Baldwin market comparison

Largest plan share of assets97%Baldwin Family Health Care, Inc. Salary Savings Plan
Participants per plan209Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Baldwin

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

  1. 1
    Baldwin Family Health Care, Inc. Salary Savings Plan$17.5M
    Baldwin Family Health Care, Inc. · 2023
  2. 2
    Baldwin Lumber Co P/S Plan$578.1K
    Baldwin Lumber Co · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Baldwin, MI?
2 plan(s) reported by 2 sponsor(s) are loaded for Baldwin, MI.

Related Form 5500 pages