Plan5500

Interlochen, 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, Interlochen, MI has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $59,078,550 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
4
Latest filing year
2023

What stands out in Interlochen

  • 6 loaded plans hold $59.1M in reported assets across 4 sponsors.
  • The largest, Interlochen Center For The Arts Retirement Plan, holds 71% of reported Interlochen plan assets.
  • Plans cover 1,200 participants — about 200 per plan.
  • 83% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$59.1MSummed across loaded plans$59,078,550
Total reported assets$59.1M$59,078,550
Total reported participants1.2K1,200
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$59.1M total assets
Net assets$59.1MLiabilities$0
Contributions & income
Employer contributions$2.3M
Participant contributions$834K
Total income / additions$12.4M
Expenses & distributions
Benefits paid / distributions$3.9M
Total expenses$4M
Net increase / (decrease)$8.4M

Data coverage

Plans with financial statements5 / 6 (83%)
Plans with provider compensation2 / 6 (33%)

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

Interlochen market comparison

Largest plan share of assets71%Interlochen Center For The Arts Retirement Plan
Participants per plan200Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Interlochen

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

  1. 1
    Interlochen Center For The Arts Retirement Plan$42.2M
    Interlochen Center For The Arts · 2023
  2. 2
    Interlochen Center For The Arts 403(B) Plan$16.6M
    Interlochen Center For The Arts · 2023
  3. 3
    Cobblestone Farms Tc, Inc. 401(K) Plan$143.2K
    Cobblestone Farms Tc, Inc. · 2023
  4. 4
    Sparkle Investment 401k$119K
    Sparkle Investment Corporation · 2023
  5. 5
    Campbell Acquisition Corporation Profit Sharing Plan$8.9K
    Campbell Acquisition Corp · 2023
  6. 6
    Interlochen Center For The Arts Employee Benefit Plannot reported in the loaded dataset
    Interlochen Center For The Arts · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages