Plan5500

Ishpeming, 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, Ishpeming, MI has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $5,935,858 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Ishpeming

  • 2 loaded plans hold $5.9M in reported assets across 2 sponsors.
  • The largest, M. K. Stores, Inc. 401(K) Thrift Incentive Plan, holds 100% of reported Ishpeming plan assets.
  • Plans cover 230 participants — about 115 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.9MSummed across loaded plans$5,935,858
Total reported assets$5.9M$5,935,858
Total reported participants230
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5.9M total assets
Net assets$5.9MLiabilities$0
Contributions & income
Employer contributions$95.9K
Participant contributions$271.2K
Total income / additions$2.1M
Expenses & distributions
Benefits paid / distributions$4.3M
Total expenses$4.3M
Net increase / (decrease)-$2.3M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

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

Ishpeming market comparison

Largest plan share of assets100%M. K. Stores, Inc. 401(K) Thrift Incentive Plan
Participants per plan115Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Ishpeming

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

  1. 1
    M. K. Stores, Inc. 401(K) Thrift Incentive Plan$5.9M
    M. K. Stores, Inc. · 2023
  2. 2
    Great Lakes Recovery Centers, Inc. Health And Welfare Benefit Plannot reported in the loaded dataset
    Great Lakes Recovery Centers, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages