Plan5500

Portland, 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, Portland, MI has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $34,836,011 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
4
Latest filing year
2023

What stands out in Portland

  • 6 loaded plans hold $34.8M in reported assets across 4 sponsors.
  • The largest, Pfcu 401(K) Savings Plan, holds 52% of reported Portland plan assets.
  • Plans cover 1,069 participants — about 178 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$34.8MSummed across loaded plans$34,836,011
Total reported assets$34.8M$34,836,011
Total reported participants1.1K1,069
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$34.8M total assets
Net assets$34.8MLiabilities$0
Contributions & income
Employer contributions$2M
Participant contributions$2.2M
Total income / additions$9.1M
Expenses & distributions
Benefits paid / distributions$2.8M
Total expenses$2.9M
Net increase / (decrease)$6.1M

Data coverage

Plans with financial statements3 / 6 (50%)
Plans with provider compensation2 / 6 (33%)

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

Portland market comparison

Largest plan share of assets52%Pfcu 401(K) Savings Plan
Participants per plan178Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Portland

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

  1. 1
    Pfcu 401(K) Savings Plan$18M
    Pfcu · 2023
  2. 2
    Thk Rhythm Automotive Michigan Corporation 401(K) Plan$16.6M
    Thk Rhythm Automotive Michigan Corporation · 2023
  3. 3
    Red Hill Country, Inc. 401(K) Plan$216K
    Red Hill Country, Inc. · 2023
  4. 4
    Pfcu Cafeteria Plannot reported in the loaded dataset
    Pfcu · 2023
  5. 5
    Portland Products, Inc. Health And Welfare Plannot reported in the loaded dataset
    Portland Products, Inc. · 2023
  6. 6
    Thk Rhythm Automotive Michigan Corporation Employee Benefit Plannot reported in the loaded dataset
    Thk Rhythm Automotive Michigan Corporation · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Portland, MI?
6 plan(s) reported by 4 sponsor(s) are loaded for Portland, MI.

Related Form 5500 pages