Plan5500

Bruce Township, 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, Bruce Township, MI has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $23,751,588 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
2
Latest filing year
2023

What stands out in Bruce Township

  • 4 loaded plans hold $23.8M in reported assets across 2 sponsors.
  • The largest, R & E Automated Systems, LLC 401(K) Profit Sharing Plan, holds 90% of reported Bruce Township plan assets.
  • Plans cover 1,461 participants — about 365 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$23.8MSummed across loaded plans$23,751,588
Total reported assets$23.8M$23,751,588
Total reported participants1.5K1,461
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$23.8M total assets
Net assets$23.8MLiabilities$0
Contributions & income
Employer contributions$464.1K
Participant contributions$2.4M
Total income / additions$6.3M
Expenses & distributions
Benefits paid / distributions$1.8M
Total expenses$1.9M
Net increase / (decrease)$4.4M

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation2 / 4 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bruce Township, 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

Bruce Township market comparison

Largest plan share of assets90%R & E Automated Systems, LLC 401(K) Profit Sharing Plan
Participants per plan365Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Bruce Township

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

  1. 1
    R & E Automated Systems, LLC 401(K) Profit Sharing Plan$21.3M
    R & E Automated Systems, LLC · 2023
  2. 2
    Blue Water Trucking, Inc. 401(K) Plan$2.5M
    Blue Water Trucking, Inc. · 2023
  3. 3
    R & E Automated Systems LLC Premium Benefits Plannot reported in the loaded dataset
    R & E Automated Systems LLC · 2023
  4. 4
    Blue Water Trucking, Inc. Employee Benefits Plannot reported in the loaded dataset
    Blue Water Trucking, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Bruce Township, MI?
4 plan(s) reported by 2 sponsor(s) are loaded for Bruce Township, MI.

Related Form 5500 pages