Plan5500

Caro, 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, Caro, MI has 5 loaded benefit plan(s) reported by 2 plan sponsor(s), with $20,213,972 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
2
Latest filing year
2023

What stands out in Caro

  • 5 loaded plans hold $20.2M in reported assets across 2 sponsors.
  • The largest, The Lighthouse, Inc. Employee Stock Ownership Plan, holds 45% of reported Caro plan assets.
  • Plans cover 1,206 participants — about 241 per plan.
  • 60% of loaded plans report full Schedule H/I financial statements.
  • 60% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$17.7MSummed across loaded plans$17,666,472
Total reported assets$20.2M$20,213,972
Total reported participants1.2K1,206
Total reported liabilities$2.5M$2,547,500

Reported net position

Reported assets = net assets + liabilities (summed)$20.2M total assets
Net assets$17.7MLiabilities$2.5M
Contributions & income
Employer contributions$860.6K
Participant contributions$714.6K
Total income / additions$4.5M
Expenses & distributions
Benefits paid / distributions$941.4K
Total expenses$1M
Net increase / (decrease)$3.5M

Data coverage

Plans with financial statements3 / 5 (60%)
Plans with provider compensation3 / 5 (60%)

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

Caro market comparison

Largest plan share of assets45%The Lighthouse, Inc. Employee Stock Ownership Plan
Participants per plan241Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Caro

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

  1. 1
    The Lighthouse, Inc. Employee Stock Ownership Plan$9.1M
    The Lighthouse, Inc. · 2023
  2. 2
    The Lighthouse Inc. 401k Retirement Plan$7.9M
    The Lighthouse Inc. · 2023
  3. 3
    403(B) Thrift Plan Of Human Development Commission$3.3M
    Human Development Commission · 2023
  4. 4
    Human Development Commission Welfare Plannot reported in the loaded dataset
    Human Development Commission · 2023
  5. 5
    The Lighthouse Inc. Self-Insured Benefits Plannot reported in the loaded dataset
    The Lighthouse Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages