Plan5500

Beverly Hills, 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, Beverly Hills, MI has 8 loaded benefit plan(s) reported by 6 plan sponsor(s), with $110,119,498 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
6
Latest filing year
2023

What stands out in Beverly Hills

  • 8 loaded plans hold $110.1M in reported assets across 6 sponsors.
  • The largest, Dcds 403(B) Plan, holds 91% of reported Beverly Hills plan assets.
  • Plans cover 1,316 participants — about 165 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • 13% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$110.1MSummed across loaded plans$110,119,498
Total reported assets$110.1M$110,119,498
Total reported participants1.3K1,316
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$110.1M total assets
Net assets$110.1MLiabilities$0
Contributions & income
Employer contributions$1.4M
Participant contributions$1.9M
Total income / additions$18.3M
Expenses & distributions
Benefits paid / distributions$7.9M
Total expenses$8M
Net increase / (decrease)$10.3M

Data coverage

Plans with financial statements6 / 8 (75%)
Plans with provider compensation1 / 8 (13%)

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

Beverly Hills market comparison

Largest plan share of assets91%Dcds 403(B) Plan
Participants per plan165Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Beverly Hills

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

  1. 1
    Dcds 403(B) Plan$100.8M
    Detroit Country Day School · 2023
  2. 2
    American Funds Basic Money Purchase Pension Plan For Boxing Cat Films$3.3M
    Boxing Cat Films, Inc. · 2023
  3. 3
    American Funds Basic Profit Sharing Plan For Boxing Cat Films$3.2M
    Boxing Cat Films, Inc. · 2023
  4. 4
    Laurel Women'S Medical Group, P.C. Retirement Plan$2.2M
    Laurel Women'S Medical Group, P.C. · 2023
  5. 5
    Lerner Advertising 401(K) Plan$680.7K
    Lerner Advertising · 2023
  6. 6
    Urquhart Engineering Ventures, Inc. 401(K) Profit Sharing Plan$831
    Urquhart Engineering Ventures, Inc · 2023
  7. 7
    Detroit Country Day School Health And Welfare Cafeteria Plannot reported in the loaded dataset
    Detroit Country Day School · 2023
  8. 8
    Diag Partnersnot reported in the loaded dataset
    Diag Partners, LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages