Owosso, 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, Owosso, MI has 22 loaded benefit plan(s) reported by 10 plan sponsor(s), with $256,030,872 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 22
- Plan sponsors
- 10
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $256,030,872
- Total reported liabilities (EOY)
- $17,142,987
- Total reported net assets (EOY)
- $238,887,885
Contributions & income
- Employer contributions
- $5,762,207
- Participant contributions
- $9,578,518
- Total income / additions
- $58,472,041
Expenses & distributions
- Benefits paid / distributions
- $22,825,041
- Total expenses
- $23,504,113
- Net increase / (decrease)
- $34,967,928
Coverage
- Total reported participants
- 8,989
- Plans with financial statements
- 12
- Plans with provider compensation
- 8
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Owosso, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Memorial Retirement Plan | Memorial Healthcare | $99,488,875 | 2023 |
| Baker College Employees' Pension Trust | Baker College Professional Services, Inc. | $83,858,382 | 2023 |
| Young Chevrolet 401(K) Plan | Young Chevrolet Cadillac, Inc. | $15,744,326 | 2023 |
| Ce 401(K) Plan | Covenant Eyes, Inc. | $12,921,196 | 2023 |
| Baker College Professional Services 403(B) Plan | Baker College Professional Services, Inc. | $9,146,011 | 2023 |
| Covenant Eyes, Inc. Employee Stock Ownership Plan | Covenant Eyes, Inc. | $8,200,907 | 2023 |
| Baker College Union Employees Pension Trust | Baker College Professional Services Inc | $6,831,349 | 2023 |
| Motor Products Corporation Uaw Local 743 Pension Plan | Motor Products Corporation | $5,972,258 | 2023 |
| Indian Trails, Inc. 401(K) Plan | Indian Trails, Inc. | $5,540,198 | 2023 |
| Robert Hass & William Hass Optometrists Pc Money Purchase Plan | Robert & William Hass Optometrists Pc | $4,386,501 | 2023 |
| Cie Newcor Hourly Employees Plan | Cie Newcor | $3,039,844 | 2023 |
| Owosso Bolt & Brass Co. Profit Sharing Plan | Owosso Bolt & Brass Co. | $901,025 | 2023 |
| Indian Trails Inc Employee Health Care Plan | Indian Trails, Incorporated | not reported in the loaded dataset | 2023 |
| Crest Marine, LLC | Crest Marine LLC | not reported in the loaded dataset | 2023 |
| Covenant Eyes Group Insurance Plan | Covenant Eyes, Inc. | not reported in the loaded dataset | 2023 |
| Baker College Professional Services Health Insurance Plan | Baker College Professional Services Inc | not reported in the loaded dataset | 2023 |
| Baker College Professional Services Group Insurance Plan | Baker College Professional Services Inc | not reported in the loaded dataset | 2023 |
| Baker College Professional Services Long Term Care Insurance Plan | Baker College Professional Services Inc | not reported in the loaded dataset | 2023 |
| Baker College Professional Services Inc Cafeteria Plan | Baker College Professional Services Inc. | not reported in the loaded dataset | 2023 |
| Baker College Professional Services Retiree Hra Plan | Baker College Professional Services Inc | not reported in the loaded dataset | 2023 |
| Baker College Professional Services Inc Severance Plan | Baker College Professional Services Inc. | not reported in the loaded dataset | 2023 |
| Memorial Healthcare Benefit Plan | Memorial Healthcare | not reported in the loaded dataset | 2023 |
Largest plans in Owosso → · Owosso plans by participants → · Owosso plans with financial data → · Owosso plans with provider compensation → · $1B+ plans in Owosso →
Related Form 5500 pages
- All MI Form 5500 filings
- Memorial Retirement Plan (plan 002)
- Memorial Healthcare — all reported plans
- Baker College Employees' Pension Trust (plan 003)
- Baker College Professional Services, Inc. — all reported plans
- Young Chevrolet 401(K) Plan (plan 002)
- Young Chevrolet Cadillac, Inc. — all reported plans
- Ce 401(K) Plan (plan 001)
- Covenant Eyes, Inc. — all reported plans
- Baker College Professional Services 403(B) Plan (plan 005)
- Covenant Eyes, Inc. Employee Stock Ownership Plan (plan 002)
- Baker College Union Employees Pension Trust (plan 004)
- Motor Products Corporation Uaw Local 743 Pension Plan (plan 001)
- Motor Products Corporation — all reported plans
- Indian Trails, Inc. 401(K) Plan (plan 001)
- Indian Trails, Inc. — all reported plans
- Robert Hass & William Hass Optometrists Pc Money Purchase Plan (plan 001)
- Robert & William Hass Optometrists Pc — all reported plans
- Cie Newcor Hourly Employees Plan (plan 006)
- Cie Newcor — all reported plans
- Owosso Bolt & Brass Co. Profit Sharing Plan (plan 001)
- Owosso Bolt & Brass Co. — all reported plans
- Indian Trails Inc Employee Health Care Plan (plan 501)
- Crest Marine, LLC (plan 501)
- Crest Marine LLC — all reported plans
- Covenant Eyes Group Insurance Plan (plan 501)
- Methodology
- Data sources