Plan5500

Lathrup Village, 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, Lathrup Village, MI has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $50,682,796 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 Lathrup Village

  • 6 loaded plans hold $50.7M in reported assets across 4 sponsors.
  • The largest, Michigan First Credit Union 401(K) Savings Plan, holds 53% of reported Lathrup Village plan assets.
  • Plans cover 2,046 participants — about 341 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$50.7MSummed across loaded plans$50,682,422
Total reported assets$50.7M$50,682,796
Total reported participants2K2,046
Total reported liabilities$374

Reported net position

Reported assets = net assets + liabilities (summed)$50.7M total assets
Net assets$50.7MLiabilities$374
Contributions & income
Employer contributions$2.5M
Participant contributions$3.9M
Total income / additions$14.8M
Expenses & distributions
Benefits paid / distributions$4M
Total expenses$4.1M
Net increase / (decrease)$10.7M

Data coverage

Plans with financial statements4 / 6 (67%)
Plans with provider compensation3 / 6 (50%)

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

Lathrup Village market comparison

Largest plan share of assets53%Michigan First Credit Union 401(K) Savings Plan
Participants per plan341Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Lathrup Village

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

  1. 1
    Michigan First Credit Union 401(K) Savings Plan$26.8M
    Michigan First Credit Union · 2023
  2. 2
    Kl&A 401(K) Plan$15.7M
    Kunz Leigh, & Associates · 2023
  3. 3
    Education Enrichment Services, LLC 401(K) Plan$7.7M
    Education Enrichment Services, LLC · 2023
  4. 4
    Personalize Home Care Service 401(K) Profit Sharing Plan & Trust$466.5K
    Personalize Home Care Service · 2023
  5. 5
    Michigan First Credit Union Flexible Benefit Plannot reported in the loaded dataset
    Michigan First Credit Union · 2023
  6. 6
    Education Enrichment Services, LLCnot reported in the loaded dataset
    Education Enrichment Services, LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages