Plan5500

Clio, 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, Clio, MI has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $11,463,764 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
4
Latest filing year
2023

What stands out in Clio

  • 4 loaded plans hold $11.5M in reported assets across 4 sponsors.
  • The largest, Granby Industries Us Holdings, Inc. 401k Plan, holds 37% of reported Clio plan assets.
  • Plans cover 315 participants — about 79 per plan.
  • 100% 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$11.5MSummed across loaded plans$11,463,764
Total reported assets$11.5M$11,463,764
Total reported participants315
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$11.5M total assets
Net assets$11.5MLiabilities$0
Contributions & income
Employer contributions$356.6K
Participant contributions$834.7K
Total income / additions$2.6M
Expenses & distributions
Benefits paid / distributions$330.6K
Total expenses$422.3K
Net increase / (decrease)$2.2M

Data coverage

Plans with financial statements4 / 4 (100%)
Plans with provider compensation1 / 4 (25%)

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

Clio market comparison

Largest plan share of assets37%Granby Industries Us Holdings, Inc. 401k Plan
Participants per plan79Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Clio

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

  1. 1
    Granby Industries Us Holdings, Inc. 401k Plan$4.3M
    Signature Truck Systems, LLC · 2023
  2. 2
    Montague Tool And Manufacturing Co. 401(K) Profit Sharing Plan$2.9M
    Montague Tool And Manufacturing Co. · 2023
  3. 3
    Cardinal Machine Co. 401(K) Retirement Plan$2.8M
    Cardinal Machine Company · 2023
  4. 4
    Power Source Electric 401(K) Plan$1.5M
    Power Source Electric · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages