Plan5500

Newberry, 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, Newberry, MI has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $724,188 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Newberry

  • 2 loaded plans hold $724.2K in reported assets across 2 sponsors.
  • The largest, Michigan Association Of Timbermen Self-Insurers' Fund Pension Plan, holds 81% of reported Newberry plan assets.
  • Plans cover 9 participants — about 5 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$724.2KSummed across loaded plans$724,188
Total reported assets$724.2K$724,188
Total reported participants9
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$724.2K total assets
Net assets$724.2KLiabilities—
Contributions & income
Employer contributions$42.3K
Participant contributions$0
Total income / additions$149.8K
Expenses & distributions
Benefits paid / distributions$35.5K
Total expenses$40.6K
Net increase / (decrease)$109.1K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Newberry market comparison

Largest plan share of assets81%Michigan Association Of Timbermen Self-Insurers' Fund Pension Plan
Participants per plan5Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Newberry

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

  1. 1
    Michigan Association Of Timbermen Self-Insurers' Fund Pension Plan$588.7K
    Michigan Association Of Timbermen - Self Insurers' Fund · 2023
  2. 2
    Rook Habit Corp 401(K) Plan$135.5K
    Rook Habit Corp · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Newberry, MI?
2 plan(s) reported by 2 sponsor(s) are loaded for Newberry, MI.

Related Form 5500 pages