How many Form 5500 benefit plans are loaded for Ithaca, MI?

3 plan(s) reported by 3 sponsor(s) are loaded for Ithaca, MI.

Ithaca, 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, Ithaca, MI has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $11,926,576 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans: 3
Plan sponsors: 3
Latest filing year: 2023

What stands out in Ithaca

3 loaded plans hold $11.9M in reported assets across 3 sponsors.
The largest, Aircraft Precision Products Inc. Employee Stock Ownership Plan, holds 54% of reported Ithaca plan assets.
Plans cover 101 participants — about 34 per plan.
100% 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$10.5MSummed across loaded plans$10,466,206

Total reported assets$11.9M$11,926,576

Total reported participants101

Total reported liabilities$1.5M$1,460,370

Reported net position

Reported assets = net assets + liabilities (summed)$11.9M total assets

Net assets$10.5MLiabilities$1.5M

Contributions & income

Employer contributions$188.4K

Participant contributionsNot reported

Total income / additions$2.2M

Expenses & distributions

Benefits paid / distributions$571.4K

Total expenses$819.8K

Net increase / (decrease)$1.3M

Data coverage

Plans with financial statements3 / 3 (100%)

Plans with provider compensation0 / 3 ()

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

Ithaca market comparison

Largest plan share of assets54%Aircraft Precision Products Inc. Employee Stock Ownership Plan

Participants per plan34Average across loaded plans

Plan sponsors3

Ranked by reported assets

Largest loaded plans in Ithaca

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

1
Aircraft Precision Products Inc. Employee Stock Ownership Plan$6.4M
Aircraft Precision Products Inc. · 2023
2
Dufrene Machinery, Inc. Employee Stock Ownership Plan$5.5M
Dufrene Machinery Inc · 2023
3
Commercial Bank 401(K) Plan$0
Commercial Bank · 2023

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

What to inspect next

Frequently asked questions

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