Plan5500

Coleman, 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, Coleman, MI has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $31,039,034 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 Coleman

  • 4 loaded plans hold $31M in reported assets across 2 sponsors.
  • The largest, Robinson Industries Employee 401(K) Plan, holds 48% of reported Coleman plan assets.
  • Plans cover 619 participants — about 155 per plan.
  • 75% 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$31MSummed across loaded plans$31,039,034
Total reported assets$31M$31,039,034
Total reported participants619
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$31M total assets
Net assets$31MLiabilities$0
Contributions & income
Employer contributions$576.7K
Participant contributions$564.1K
Total income / additions$4.9M
Expenses & distributions
Benefits paid / distributions$1.7M
Total expenses$1.9M
Net increase / (decrease)$3M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation2 / 4 (50%)

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

Coleman market comparison

Largest plan share of assets48%Robinson Industries Employee 401(K) Plan
Participants per plan155Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Coleman

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

  1. 1
    Robinson Industries Employee 401(K) Plan$14.8M
    Robinson Industries, Inc. · 2023
  2. 2
    Pension Plan For Employees Of Robinson Industries, Inc.$11.3M
    Robinson Industries, Inc. · 2023
  3. 3
    Homestead Tool & Machine, Inc. 401(K) & Profit Sharing Plan$4.9M
    Homestead Tool & Machine, Inc. · 2023
  4. 4
    Robinson Industries, Inc. Welfare Plannot reported in the loaded dataset
    Robinson Industries, Inc · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages