Kalmazoo, 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, Kalmazoo, MI has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $11,970,309 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Kalmazoo

  • 1 loaded plans hold $12M in reported assets across 1 sponsors.
  • The largest, Dimplex Thermal Solutions Retirement Savings Plan, holds 100% of reported Kalmazoo plan assets.
  • Plans cover 440 participants — about 440 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 100% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12MSummed across loaded plans$11,970,309
Total reported assets$12M$11,970,309
Total reported participants440
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$12M total assets
Net assets$12MLiabilities$0
Contributions & income
Employer contributions$419.8K
Participant contributions$764.7K
Total income / additions$3.4M
Expenses & distributions
Benefits paid / distributions$1.9M
Total expenses$2M
Net increase / (decrease)$1.4M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

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

Kalmazoo market comparison

Largest plan share of assets100%Dimplex Thermal Solutions Retirement Savings Plan
Participants per plan440Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Kalmazoo

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

  1. 1
    Dimplex Thermal Solutions, Inc. · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Kalmazoo, MI?
1 plan(s) reported by 1 sponsor(s) are loaded for Kalmazoo, MI.

Related Form 5500 pages