Plan5500

Erie, 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, Erie, MI has 7 loaded benefit plan(s) reported by 3 plan sponsor(s), with $34,286,928 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
3
Latest filing year
2023

What stands out in Erie

  • 7 loaded plans hold $34.3M in reported assets across 3 sponsors.
  • The largest, Ort Tool & Die Corporation 401k Profit Sharing Plan, holds 52% of reported Erie plan assets.
  • Plans cover 2,717 participants — about 388 per plan.
  • 57% of loaded plans report full Schedule H/I financial statements.
  • 57% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$21.4MSummed across loaded plans$21,399,590
Total reported assets$34.3M$34,286,928
Total reported participants2.7K2,717
Total reported liabilities$12.9M$12,887,338

Reported net position

Reported assets = net assets + liabilities (summed)$34.3M total assets
Net assets$21.4MLiabilities$12.9M
Contributions & income
Employer contributions$2.1M
Participant contributions$2.9M
Total income / additions$10.3M
Expenses & distributions
Benefits paid / distributions$1.9M
Total expenses$2.3M
Net increase / (decrease)$8M

Data coverage

Plans with financial statements4 / 7 (57%)
Plans with provider compensation4 / 7 (57%)

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

Erie market comparison

Largest plan share of assets52%Ort Tool & Die Corporation 401k Profit Sharing Plan
Participants per plan388Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Erie

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

  1. 1
    Ort Tool & Die Corporation 401k Profit Sharing Plan$17.9M
    Ort Tool & Die Corporation · 2023
  2. 2
    Automatic Handling International, Inc. Retirement Savings Plan$10.6M
    Automatic Handling International, Inc. · 2023
  3. 3
    Benore Logistic Systems Inc 401(K) Profit Sharing Plan & Trust$5.7M
    Benore Logistic Systems Inc · 2023
  4. 4
    Automatic Handling International Employee Stock Ownership Plan$88K
    Automatic Handling International, Inc. Welfare Plan · 2023
  5. 5
    Automatic Handling International, Inc. Welfare Plannot reported in the loaded dataset
    Automatic Handling International, Inc. · 2023
  6. 6
    Ort Tool & Die Corporation Employee Benefits Plannot reported in the loaded dataset
    Ort Tool & Die Corporation · 2023
  7. 7
    Benore Logistic Systems, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Benore Logistic Systems, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages