Plan5500

Marlette, 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, Marlette, MI has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $72,848,391 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
3
Latest filing year
2023

What stands out in Marlette

  • 5 loaded plans hold $72.8M in reported assets across 3 sponsors.
  • The largest, Oetiker Retirement Plan, holds 68% of reported Marlette plan assets.
  • Plans cover 1,645 participants — about 329 per plan.
  • 60% of loaded plans report full Schedule H/I financial statements.
  • 60% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$72.8MSummed across loaded plans$72,848,391
Total reported assets$72.8M$72,848,391
Total reported participants1.6K1,645
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$72.8M total assets
Net assets$72.8MLiabilities$0
Contributions & income
Employer contributions$1.3M
Participant contributions$3.7M
Total income / additions$15.5M
Expenses & distributions
Benefits paid / distributions$4.6M
Total expenses$4.8M
Net increase / (decrease)$10.7M

Data coverage

Plans with financial statements3 / 5 (60%)
Plans with provider compensation3 / 5 (60%)

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

Marlette market comparison

Largest plan share of assets68%Oetiker Retirement Plan
Participants per plan329Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Marlette

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

  1. 1
    Oetiker Retirement Plan$49.6M
    Oetiker, Inc. · 2023
  2. 2
    Marlette Regional Hospital 401(K) Savings Plan$22.2M
    Marlette Regional Hospital · 2023
  3. 3
    Dgp, Inc. 401(K) Plan$1.1M
    Dgp, Inc. · 2023
  4. 4
    Oetiker, Inc. Health Care Plannot reported in the loaded dataset
    Oetiker, Inc · 2023
  5. 5
    Marlette Regional Hospital Welfare Benefit Plannot reported in the loaded dataset
    Marlette Regional Hospital · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages