Bloomfield 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, Bloomfield Hills, MI has 85 loaded benefit plan(s) reported by 66 plan sponsor(s), with $2,277,528,479 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 85
- Plan sponsors
- 66
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $2,277,528,479
- Total reported liabilities (EOY)
- $162,790
- Total reported net assets (EOY)
- $2,277,365,689
Contributions & income
- Employer contributions
- $50,105,276
- Participant contributions
- $131,244,903
- Total income / additions
- $542,133,894
Expenses & distributions
- Benefits paid / distributions
- $191,880,155
- Total expenses
- $198,220,544
- Net increase / (decrease)
- $343,913,350
Coverage
- Total reported participants
- 67,669
- Plans with financial statements
- 58
- Plans with provider compensation
- 31
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bloomfield 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Penske Automotive Group 401(K) Savings And Retirement Plan | Penske Automotive Group, Inc. | $933,143,066 | 2023 |
| The Taubman Company And Related Entities Employee Retirement Savings Plan | The Taubman Company LLC | $183,182,140 | 2023 |
| Arch Global Holdings, LLC 401(K) Plan | Arch Global Holdings, LLC | $112,484,546 | 2023 |
| Logicalis, Inc. 401(K) Profit Sharing Plan | Logicalis, Inc. | $111,767,607 | 2023 |
| Trimas Corporation Salaried Retirement Program | Trimas Corporation | $105,357,742 | 2023 |
| Edward Rose Building Enterprise 401(K) Plan | Edward Rose Building Enterprise, LLC | $90,658,524 | 2023 |
| Plunkett Cooney, P.C. Employees' Profit Sharing Plan | Plunkett Cooney, P.C. | $84,473,043 | 2023 |
| Cranbrook Educational Community Section 403(B) Plan | Cranbrook Educational Community | $79,265,068 | 2023 |
| Trimas Corporation Hourly Retirement Program | Trimas Corporation | $77,347,825 | 2023 |
| Deferred Savings Plan Of The Penske Corporation | Penske Corporation | $75,803,211 | 2023 |
| Cranbrook Educational Community Retirement Plan And Trust | Cranbrook Educational Community | $74,972,516 | 2023 |
| Hubbell Roth & Clark, Inc. 401(K) Plan | Hubbell, Roth, & Clark, Inc. | $56,664,793 | 2023 |
| Ajm Packaging Corporation 401(K) Plan | Ajm Packaging Corporation | $37,420,873 | 2023 |
| Jewish Federation Of Metropolitan Detroit 403(B) Plan | Jewish Federation Of Metropolitan Detroit | $27,802,370 | 2023 |
| Golling Automotive Group 401(K) Plan | Golling Chrysler Dodge Jeep Ram Inc | $25,312,273 | 2023 |
| Harris W Mainster Do P.C. | Harris W Mainster | $19,924,270 | 2023 |
| The Roeper School Savings And Match Plan | Roeper City And Country School Dba The Roeper School | $18,795,794 | 2023 |
| Wireless Vision, LLC 401(K) Plan | Wireless Vision, LLC | $12,846,542 | 2023 |
| Ackerman & Ackerman, P.C. Profit Sharing Trust | Ackerman & Ackerman, P.C. | $12,689,000 | 2023 |
| Vlasic Development LLC Company Savings Plan | Vlasic Development LLC | $11,860,849 | 2023 |
| Lipson Neilson P.C. 401(K) Plan And Trust | Lipson Neilson P.C. | $11,805,286 | 2023 |
| Oakland Veterinary Referral Services 401(K) Plan | Oakland Veterinary Referral Services | $10,836,612 | 2023 |
| Carl'S Golfland, Inc. Profit Sharing & 401(K) Plan | Carls Golfland, Inc. | $10,036,668 | 2023 |
| V2soft, Inc. 401(K) Plan | V2soft, Inc. | $9,985,808 | 2023 |
| Trimas Corporation Union Employees Pension Plan | Trimas Corporation | $9,758,697 | 2023 |
Largest plans in Bloomfield Hills → · Bloomfield Hills plans by participants → · Bloomfield Hills plans with financial data → · Bloomfield Hills plans with provider compensation → · $1B+ plans in Bloomfield Hills →
Related Form 5500 pages
- All MI Form 5500 filings
- Penske Automotive Group 401(K) Savings And Retirement Plan (plan 005)
- Penske Automotive Group, Inc. — all reported plans
- The Taubman Company And Related Entities Employee Retirement Savings Plan (plan 001)
- The Taubman Company LLC — all reported plans
- Arch Global Holdings, LLC 401(K) Plan (plan 001)
- Arch Global Holdings, LLC — all reported plans
- Logicalis, Inc. 401(K) Profit Sharing Plan (plan 001)
- Logicalis, Inc. — all reported plans
- Trimas Corporation Salaried Retirement Program (plan 016)
- Trimas Corporation — all reported plans
- Edward Rose Building Enterprise 401(K) Plan (plan 001)
- Edward Rose Building Enterprise, LLC — all reported plans
- Plunkett Cooney, P.C. Employees' Profit Sharing Plan (plan 001)
- Plunkett Cooney, P.C. — all reported plans
- Cranbrook Educational Community Section 403(B) Plan (plan 003)
- Cranbrook Educational Community — all reported plans
- Trimas Corporation Hourly Retirement Program (plan 017)
- Deferred Savings Plan Of The Penske Corporation (plan 333)
- Penske Corporation — all reported plans
- Cranbrook Educational Community Retirement Plan And Trust (plan 001)
- Hubbell Roth & Clark, Inc. 401(K) Plan (plan 002)
- Hubbell, Roth, & Clark, Inc. — all reported plans
- Ajm Packaging Corporation 401(K) Plan (plan 001)
- Ajm Packaging Corporation — all reported plans
- Jewish Federation Of Metropolitan Detroit 403(B) Plan (plan 001)
- Jewish Federation Of Metropolitan Detroit — all reported plans
- Golling Automotive Group 401(K) Plan (plan 001)
- Golling Chrysler Dodge Jeep Ram Inc — all reported plans
- Methodology
- Data sources