Battle Creek, 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, Battle Creek, MI has 36 loaded benefit plan(s) reported by 22 plan sponsor(s), with $2,771,146,997 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
36
Plan sponsors
22
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$2,771,146,997
Total reported liabilities (EOY)
$5,802,894
Total reported net assets (EOY)
$2,764,948,831

Contributions & income

Employer contributions
$18,811,376
Participant contributions
$34,568,683
Total income / additions
$272,449,881

Expenses & distributions

Benefits paid / distributions
$138,104,751
Total expenses
$145,114,037
Net increase / (decrease)
$127,335,844

Coverage

Total reported participants
25,133
Plans with financial statements
20
Plans with provider compensation
13

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Battle Creek, 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.

Largest loaded plans by reported assets

Largest loaded plans in Battle Creek, MI
PlanSponsorReported assets (EOY)Year
Wk Kellogg Co Retiree Welfare Benefit PlanWk Kellogg Co$778,712,5712023
Wk Kellogg Co Savings & Investment Master TrustWk Kellogg Co$630,759,9852023
Wk Kellogg Co Bakery, Confectionery, Tobacco Workers And Grain Millers Pension PlanWk Kellogg Co$469,883,4052023
Wk Kellogg Co Bakery, Confectionery, Tobacco Workers And Grain Millers Savings & Investment PlanWk Kellogg Co$365,226,0802023
Wk Kellogg Co Savings & Investment PlanWk Kellogg Co$284,026,0112023
The W.K. Kellogg Foundation Savings PlanThe W.K. Kellogg Foundation$100,631,6472023
Firekeepers Casino Hotel 401(K) PlanFirekeepers Development Authority$49,259,1472023
Grace Health 401(K) PlanGrace Health$25,690,3902023
Musashi Auto Parts-Michigan Associates Retirement Savings PlanMusashi Auto Parts-Michigan Inc.$20,138,3582023
Epi Printers, Inc. 401(K) PlanEpi Printers, Inc.$15,331,4772023
Sherriff-Goslin Company Profit Sharing PlanSherriff-Goslin Company$9,137,2332023
Community Action Agency Of South Central Michigan 401(K) Profit Sharing PlanCommunity Action Agency Of South Central Michigan$5,872,5442023
Comprehensive Senior Care Corp. 403(B) PlanComprehensive Senior Care Corp.$5,087,8742023
Asm/Cti 401(K) PlanAdvantage Sintered Metals, Inc.$3,837,0812023
C.A. Picard Usa Retirement Savings PlanPicard Holding Usa, Inc.$3,389,2912023
Barker Manufacturing Company / Burr Engineering & Development Co. Employee Profit Sharing 401(K) PlanBarker Manufacturing Co.$1,966,9662023
Battle Rock Holdings, Inc. 401(K) PlanBattle Rock Holdings, Inc.$800,5702023
Sandusky Transport, Inc. 401(K) PlanSandusky Transport, Inc.$758,4902023
Two Bb'S Corp. 401(K) Profit Sharing PlanTwo Bb'S Corp.$372,0792023
Bjd Group, Inc. 401(K) PlanBjd Group, Inc.$265,7982023
Wk Kellogg Co Severance Benefit PlanWk Kellogg Conot reported in the loaded dataset2023
Senior Care Partners Pace Health PlanComprehensive Senior Care Corp.not reported in the loaded dataset2023
Firekeepers Casino HotelFirekeepers Development Authoritynot reported in the loaded dataset2023
Sherriff Goslin Company Health And Welfare PlanSherriff-Goslin Companynot reported in the loaded dataset2023
W.K. Kellogg Foundation Health & Welfare Choice Benefits PlanW.K. Kellogg Foundationnot reported in the loaded dataset2023

Related Form 5500 pages