Plan5500

Lexington, 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, Lexington, MI has 3 loaded benefit plan(s) reported by 1 plan sponsor(s), with $18,429,707 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
1
Latest filing year
2023

What stands out in Lexington

  • 3 loaded plans hold $18.4M in reported assets across 1 sponsors.
  • The largest, Huron, Inc. Retirement Savings & Investment Plan, holds 60% of reported Lexington plan assets.
  • Plans cover 761 participants — about 254 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 67% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$18.4MSummed across loaded plans$18,429,707
Total reported assets$18.4M$18,429,707
Total reported participants761
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$18.4M total assets
Net assets$18.4MLiabilities$0
Contributions & income
Employer contributions$678.3K
Participant contributions$1.2M
Total income / additions$4.3M
Expenses & distributions
Benefits paid / distributions$2.2M
Total expenses$2.3M
Net increase / (decrease)$2.1M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

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

Lexington market comparison

Largest plan share of assets60%Huron, Inc. Retirement Savings & Investment Plan
Participants per plan254Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Lexington

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

  1. 1
    Huron, Inc. Retirement Savings & Investment Plan$11M
    Huron, Inc. · 2023
  2. 2
    The Huron Retirement Savings & Investment Plan For Employees Represented By Uaw Local 9699$7.4M
    Huron, Inc. · 2023
  3. 3
    Huron, Inc. Uaw Local 9699 Employee Benefit Plannot reported in the loaded dataset
    Huron, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages