Plan5500

New Baltimore, 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, New Baltimore, MI has 9 loaded benefit plan(s) reported by 8 plan sponsor(s), with $5,620,638 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
8
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.6MSummed across loaded plans$5,620,638
Total reported assets$5.6M$5,620,638
Total reported participants1.2K1,189
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5.6M total assets
Net assets$5.6MLiabilities$0
Contributions & income
Employer contributions$77.5K
Participant contributions$140.2K
Total income / additions$747.2K
Expenses & distributions
Benefits paid / distributions$16.9K
Total expenses$33.7K
Net increase / (decrease)$713.5K

Data coverage

Plans with financial statements5 / 9 (56%)
Plans with provider compensation0 / 9 ()

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

New Baltimore market comparison

Largest plan share of assets48%Anchor Bay Clinic Family Medical Center P.C. Employees' 401(K) Plan And Trust
Participants per plan132Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in New Baltimore

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

  1. 1
    Anchor Bay Clinic Family Medical Center P.C. Employees' 401(K) Plan And Trust$2.7M
    Anchor Bay Clinic Family Medical Center P.C. · 2023
  2. 2
    Michael L Mianecki Dds & John P Carlino Dds Pc Employees' 401k Profit Sharing Plan And Trust$2.4M
    Michael L Mianecki Dds & John P Carlino Dds Pc D/B/A Carlino & Paton, · 2023
  3. 3
    Tww Storage Inc 401k Profit Sharing Plan$332.3K
    Tww Storage Inc · 2023
  4. 4
    Nicmar Dreams, Inc. Retirement Plan$157.2K
    Nicmar Dreams, Inc. · 2023
  5. 5
    Jjstarr, Inc. 401(K) Plan$20.9K
    Jjstarr, Inc. · 2023
  6. 6
    Plastivaloire America, Inc. Employee Benefits Plannot reported in the loaded dataset
    Plastivaloire America, Inc. · 2023
  7. 7
    Great Lakes Foot And Ankle Institute Health And Welfare Plannot reported in the loaded dataset
    Great Lakes Foot & Ankle Institute · 2023
  8. 8
    Anchor Bay Packaging Corporations Group Insurance Plannot reported in the loaded dataset
    Anchor Bay Packaging Corporation · 2023
  9. 9
    Plastivaloire America, Inc. Health Benefit Plannot reported in the loaded dataset
    Plastivaloire America, Inc. · 2023

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

Related Form 5500 pages