Plan5500

Calumet, 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, Calumet, MI has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $24,337,322 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
3
Latest filing year
2023

What stands out in Calumet

  • 4 loaded plans hold $24.3M in reported assets across 3 sponsors.
  • The largest, Thermoanalytics, Inc. Employee Stock Ownership Plan, holds 68% of reported Calumet plan assets.
  • Plans cover 727 participants — about 182 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$24.3MSummed across loaded plans$24,337,322
Total reported assets$24.3M$24,337,322
Total reported participants727
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$24.3M total assets
Net assets$24.3MLiabilities$0
Contributions & income
Employer contributions$936.5K
Participant contributions$685.8K
Total income / additions$1.6M
Expenses & distributions
Benefits paid / distributions$1.2M
Total expenses$1.2M
Net increase / (decrease)$363.7K

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation1 / 4 (25%)

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

Calumet market comparison

Largest plan share of assets68%Thermoanalytics, Inc. Employee Stock Ownership Plan
Participants per plan182Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Calumet

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

  1. 1
    Thermoanalytics, Inc. Employee Stock Ownership Plan$16.5M
    Thermoanalytics, Inc. · 2023
  2. 2
    Calumet Electronics Corporation 401(K) Plan$7.2M
    Calumet Electronics Corporation · 2023
  3. 3
    King Copper Vacations Co. 401(K) Plan$636.9K
    King Copper Vacations Co. · 2023
  4. 4
    Plan Document And Summary Plan Description For Calumet Electronicsnot reported in the loaded dataset
    Calumet Electronics Corporation · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Calumet, MI?
4 plan(s) reported by 3 sponsor(s) are loaded for Calumet, MI.

Related Form 5500 pages