Plan5500

Berrien Springs, 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, Berrien Springs, MI has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $35,014,222 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
1
Latest filing year
2023

What stands out in Berrien Springs

  • 2 loaded plans hold $35M in reported assets across 1 sponsors.
  • The largest, Honor Credit Union 401(K) Plan, holds 100% of reported Berrien Springs plan assets.
  • Plans cover 889 participants — about 445 per plan.
  • 50% 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$35MSummed across loaded plans$35,014,222
Total reported assets$35M$35,014,222
Total reported participants889
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$35M total assets
Net assets$35MLiabilities$0
Contributions & income
Employer contributions$1.9M
Participant contributions$2M
Total income / additions$9.4M
Expenses & distributions
Benefits paid / distributions$3M
Total expenses$3.1M
Net increase / (decrease)$6.3M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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

Berrien Springs market comparison

Largest plan share of assets100%Honor Credit Union 401(K) Plan
Participants per plan445Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Berrien Springs

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

  1. 1
    Honor Credit Union 401(K) Plan$35M
    Honor Credit Union · 2023
  2. 2
    Honor Credit Union Health And Welfare Plannot reported in the loaded dataset
    Honor Credit Union · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Berrien Springs, MI?
2 plan(s) reported by 1 sponsor(s) are loaded for Berrien Springs, MI.

Related Form 5500 pages