Plan5500

Mount Clemens, 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, Mount Clemens, MI has 15 loaded benefit plan(s) reported by 11 plan sponsor(s), with $59,713,582 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
15
Plan sponsors
11
Latest filing year
2023

What stands out in Mount Clemens

  • 15 loaded plans hold $59.7M in reported assets across 11 sponsors.
  • The largest, Alliance Health Retirement Plan, holds 62% of reported Mount Clemens plan assets.
  • Plans cover 2,098 participants — about 140 per plan.
  • 53% of loaded plans report full Schedule H/I financial statements.
  • 20% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$59.7MSummed across loaded plans$59,684,674
Total reported assets$59.7M$59,713,582
Total reported participants2.1K2,098
Total reported liabilities$28.9K$28,908

Reported net position

Reported assets = net assets + liabilities (summed)$59.7M total assets
Net assets$59.7MLiabilities$28.9K
Contributions & income
Employer contributions$2.1M
Participant contributions$2.2M
Total income / additions$13.3M
Expenses & distributions
Benefits paid / distributions$3M
Total expenses$3M
Net increase / (decrease)$10.3M

Data coverage

Plans with financial statements8 / 15 (53%)
Plans with provider compensation3 / 15 (20%)

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

Mount Clemens market comparison

Largest plan share of assets62%Alliance Health Retirement Plan
Participants per plan140Average across loaded plans
Plan sponsors11
Ranked by reported assets

Largest loaded plans in Mount Clemens

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

  1. 1
    Alliance Health Retirement Plan$36.8M
    Alliance Health Professionals Pllc · 2023
  2. 2
    Carabell, Leslie And Company P.C. Employee Profit Sharing Plan And Trust$8.2M
    Carabell, Leslie And Company, P.C. · 2023
  3. 3
    Clean Water Action 401(K) Plan$4.3M
    Clean Water Action, Inc. · 2023
  4. 4
    Ruggirello, Velardo, Burke, Reizen & Fox P.C. 401(K) Plan$3.9M
    Ruggirello, Velardo, Burke, Reizen & Fox P.C. · 2023
  5. 5
    Powder Cote Ii, Inc. 401(K) Savings Plan$3.1M
    Powder Cote Ii, Inc. · 2023
  6. 6
    Gladstone A Payton Do Pc Profit Shating Plan And Trust$1.3M
    Gladstone Payton, Do, Pc · 2023
  7. 7
    Scionteal, Inc. Retirement Plan$1.2M
    Scionteal, Inc. · 2023
  8. 8
    Francis J. Hearsch Jr. Profit Sharing Plan$845.4K
    Francis J. Hearsch, Jr · 2023
  9. 9
    Alliance Health Professionals Vision Plannot reported in the loaded dataset
    Alliance Health Professionals Pllc · 2023
  10. 10
    Macomb Residential Opportunities Inc Employee Benefit Plannot reported in the loaded dataset
    Macomb Residential Opportunities Inc · 2023
  11. 11
    Concord Tool And Manufacturingnot reported in the loaded dataset
    Concord Tool & Manufacturing, Inc. · 2023
  12. 12
    Alliance Health Professionals Medical Plannot reported in the loaded dataset
    Alliance Health Professionals Pllc · 2023
  13. 13
    Svs Vision Welfare Benefit Plannot reported in the loaded dataset
    Svs Vision, Inc. · 2023
  14. 14
    Alliance Health Professionals Dental Plannot reported in the loaded dataset
    Alliance Health Professionals Pllc · 2023
  15. 15
    Alliance Health Professionals Pllc Voluntary Lifenot reported in the loaded dataset
    Alliance Health Professionals Pllc · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Mount Clemens, MI?
15 plan(s) reported by 11 sponsor(s) are loaded for Mount Clemens, MI.

Related Form 5500 pages