Birmingham, 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, Birmingham, MI has 46 loaded benefit plan(s) reported by 36 plan sponsor(s), with $577,754,391 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 46
- Plan sponsors
- 36
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $577,754,391
- Total reported liabilities (EOY)
- $867
- Total reported net assets (EOY)
- $577,753,524
Contributions & income
- Employer contributions
- $12,796,736
- Participant contributions
- $40,798,108
- Total income / additions
- $149,393,878
Expenses & distributions
- Benefits paid / distributions
- $46,489,661
- Total expenses
- $47,748,853
- Net increase / (decrease)
- $101,645,025
Coverage
- Total reported participants
- 18,168
- Plans with financial statements
- 33
- Plans with provider compensation
- 11
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Birmingham, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Belfor Group 401(K) Plan | Belfor Usa Group, Inc. | $144,108,871 | 2023 |
| Dayco Savings & Retirement Plan | Dayco Incorporated | $93,769,448 | 2023 |
| Onestream Software 401(K) Plan | Onestream Software LLC | $76,873,588 | 2023 |
| Bnp Media 401k Plan | Bnp Media, Inc. | $54,012,381 | 2023 |
| Shift Digital Retirement Savings Plan | Sanctus, LLC Dba Shift Digital | $31,927,370 | 2023 |
| Carlson, Gaskey And Olds, P.C. 401k Plan | Carlson, Gaskey And Olds, P.C. | $29,457,437 | 2023 |
| Lakeview Capital, Inc. 401(K) Savings Plan | Lakeview Capital, Inc. | $21,561,203 | 2023 |
| The Magni Group, Inc. Profit Sharing And 401(K) Plan | The Magni Group, Inc. | $21,300,931 | 2023 |
| Atlas Oil Company 401(K) Plan | Atlas Oil Company | $15,647,492 | 2023 |
| Oakpoint 401(K) Plan | Lc Services 1, LLC Dba Oakpoint | $14,087,498 | 2023 |
| Kienbaum Hardy Viviano Pelton & Forrest, Plc Savings And Profit Sharing Plan And Trust | Kienbaum Hardy Viviano Pelton & Forrest, Plc | $9,851,443 | 2023 |
| Liberty Title Co. Profit Sharing Plan & Trust | Liberty Title Agency, Inc. | $8,954,433 | 2023 |
| U.S. Auto Group Limited 401(K) Plan | U. S. Auto Group Limited | $8,865,766 | 2023 |
| Schnelz Wells, P.C. Retirement Plan | Schnelz Wells, P.C. | $6,694,830 | 2023 |
| Dermatology 401(K) Plan | Center For Cosmetic Dermatology Pc | $5,758,686 | 2023 |
| Retirement Plan Of Eton Academy | Eton Academy | $5,126,709 | 2023 |
| Serling & Abramson P.C. 401(K) Profit Sharing Plan And Trust | Serling & Abramson, Pc | $5,075,654 | 2023 |
| Predhomme & Co. Profit Sharing Plan And Trust | Predhomme & Co. | $4,723,801 | 2023 |
| R.J.S. Tool & Gage Co. Employees' Profit Sharing & 401(K) Plan | R.J.S. Tool & Gage Co. | $4,369,194 | 2023 |
| Ishbia & Gagleard, P.C. Profit Sharing Plan & Trust | Ishbia & Gagleard, P.C. | $3,652,238 | 2023 |
| Jefrey R A Fishman, Md, Pc Profit Sharing Plan | Jefrey A Fishman, Md, Pc | $2,834,514 | 2023 |
| M&A Transportation, Inc. 401(K) Plan | M&A Transportation, Inc. | $2,193,276 | 2023 |
| Rubenstein Isaacs, P.C. 401(K) Profit Sharing Plan And Trust | Rubenstein Isaacs, P.C. | $1,737,325 | 2023 |
| Blue Link Wireless, LLC 401(K) Plan | Blue Link Wireless, LLC | $1,436,849 | 2023 |
| Autorep Marketing & Sales Co. Supersimplified 401k Prototype | Autorep Marketing & Sales Siklich | $1,362,114 | 2023 |
Largest plans in Birmingham → · Birmingham plans by participants → · Birmingham plans with financial data → · Birmingham plans with provider compensation → · $1B+ plans in Birmingham →
Related Form 5500 pages
- All MI Form 5500 filings
- Belfor Group 401(K) Plan (plan 001)
- Belfor Usa Group, Inc. — all reported plans
- Dayco Savings & Retirement Plan (plan 005)
- Dayco Incorporated — all reported plans
- Onestream Software 401(K) Plan (plan 001)
- Onestream Software LLC — all reported plans
- Bnp Media 401k Plan (plan 002)
- Bnp Media, Inc. — all reported plans
- Shift Digital Retirement Savings Plan (plan 001)
- Sanctus, LLC Dba Shift Digital — all reported plans
- Carlson, Gaskey And Olds, P.C. 401k Plan (plan 001)
- Carlson, Gaskey And Olds, P.C. — all reported plans
- Lakeview Capital, Inc. 401(K) Savings Plan (plan 001)
- Lakeview Capital, Inc. — all reported plans
- The Magni Group, Inc. Profit Sharing And 401(K) Plan (plan 001)
- The Magni Group, Inc. — all reported plans
- Atlas Oil Company 401(K) Plan (plan 001)
- Atlas Oil Company — all reported plans
- Oakpoint 401(K) Plan (plan 001)
- Lc Services 1, LLC Dba Oakpoint — all reported plans
- Kienbaum Hardy Viviano Pelton & Forrest, Plc Savings And Profit Sharing Plan And Trust (plan 001)
- Kienbaum Hardy Viviano Pelton & Forrest, Plc — all reported plans
- Liberty Title Co. Profit Sharing Plan & Trust (plan 001)
- Liberty Title Agency, Inc. — all reported plans
- U.S. Auto Group Limited 401(K) Plan (plan 001)
- U. S. Auto Group Limited — all reported plans
- Schnelz Wells, P.C. Retirement Plan (plan 001)
- Schnelz Wells, P.C. — all reported plans
- Dermatology 401(K) Plan (plan 001)
- Center For Cosmetic Dermatology Pc — all reported plans
- Methodology
- Data sources