Rochester, 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, Rochester, MI has 19 loaded benefit plan(s) reported by 17 plan sponsor(s), with $80,653,397 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 19
- Plan sponsors
- 17
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $80,653,397
- Total reported liabilities (EOY)
- $1,236,225
- Total reported net assets (EOY)
- $79,417,172
Contributions & income
- Employer contributions
- $1,688,697
- Participant contributions
- $3,882,625
- Total income / additions
- $20,644,660
Expenses & distributions
- Benefits paid / distributions
- $9,120,730
- Total expenses
- $10,114,689
- Net increase / (decrease)
- $10,529,971
Coverage
- Total reported participants
- 10,129
- Plans with financial statements
- 16
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Rochester, 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 |
|---|---|---|---|
| Detroit Brewers And Distributors 401(K) Plan And Trust Agreement | Joint Board Of Trustees | $40,464,940 | 2023 |
| Employees' Profit Sharing Trust Of Frank Rewold & Son, Inc. | Frank Rewold & Sons, Inc. | $11,394,461 | 2023 |
| Bordine Nursery, Ltd 401(K) Profit Sharing Plan & Trust | Bordine Nursery Ltd | $6,268,869 | 2023 |
| French Associates, Inc. Employee Stock Ownership Plan | French Associates, Inc. | $5,854,100 | 2023 |
| Lyon Gear & Machine, Inc. Profit Sharing Plan And Trust | Lyon Gear & Machine, Inc. | $5,218,867 | 2023 |
| Crestview Cadillac & Mercedes Benz Of Rochester Employee 401(K) Plan | Crestview Cadillac, Inc. | $3,871,351 | 2023 |
| Professional Law Enforcement Association, Inc. Legal Defense Fund | Professional Law Enforcement Association, Inc. | $3,034,171 | 2023 |
| Resourcestream, Inc. 401(K) Plan | Resourcestream, Inc. | $2,659,387 | 2023 |
| Boggs Automotive Inc. Retirement Plan | Boggs Automotive Inc. | $480,000 | 2023 |
| Inniskeen Inc. Retirement Plan | Inniskeen Inc. | $377,236 | 2023 |
| Robert L Tremblay,Dds Self Employed 401k Retirement Plan | Robert L Tremblay, Dds | $282,222 | 2023 |
| Harrison Family Industries, Inc. 401(K) Profit Sharing Plan | Harrison Family Industries, Inc. | $248,578 | 2023 |
| Detroit Brewers And Distributors Retiree Health Plan And Trust | Joint Board Of Trustees | $226,939 | 2023 |
| Ssk Holding Group Inc. 401(K) Plan | Ssk Holding Group Inc. | $205,997 | 2023 |
| Marly Technologies Corporation 401(K) Plan | Marly Technologies Corporation | $66,279 | 2023 |
| Paragon Holdings Inc. Employee Stock Ownership Plan | Paragon Holdings Inc | $0 | 2023 |
| Infusystem Holdings, Inc. Welfare Benefit Plan | Infusystem, Inc. | not reported in the loaded dataset | 2023 |
| Lyon Gear & Machine, Inc. Employee Benefit Plan | Lyon Gear & Machine, Inc. | not reported in the loaded dataset | 2023 |
| Rb Buyer I LLC | Rb Buyer I LLC | not reported in the loaded dataset | 2023 |
Largest plans in Rochester → · Rochester plans by participants → · Rochester plans with financial data → · Rochester plans with provider compensation → · $1B+ plans in Rochester →
Related Form 5500 pages
- All MI Form 5500 filings
- Detroit Brewers And Distributors 401(K) Plan And Trust Agreement (plan 002)
- Joint Board Of Trustees — all reported plans
- Employees' Profit Sharing Trust Of Frank Rewold & Son, Inc. (plan 001)
- Frank Rewold & Sons, Inc. — all reported plans
- Bordine Nursery, Ltd 401(K) Profit Sharing Plan & Trust (plan 001)
- Bordine Nursery Ltd — all reported plans
- French Associates, Inc. Employee Stock Ownership Plan (plan 003)
- French Associates, Inc. — all reported plans
- Lyon Gear & Machine, Inc. Profit Sharing Plan And Trust (plan 002)
- Lyon Gear & Machine, Inc. — all reported plans
- Crestview Cadillac & Mercedes Benz Of Rochester Employee 401(K) Plan (plan 001)
- Crestview Cadillac, Inc. — all reported plans
- Professional Law Enforcement Association, Inc. Legal Defense Fund (plan 501)
- Professional Law Enforcement Association, Inc. — all reported plans
- Resourcestream, Inc. 401(K) Plan (plan 001)
- Resourcestream, Inc. — all reported plans
- Boggs Automotive Inc. Retirement Plan (plan 001)
- Boggs Automotive Inc. — all reported plans
- Inniskeen Inc. Retirement Plan (plan 001)
- Inniskeen Inc. — all reported plans
- Robert L Tremblay,Dds Self Employed 401k Retirement Plan (plan 001)
- Robert L Tremblay, Dds — all reported plans
- Harrison Family Industries, Inc. 401(K) Profit Sharing Plan (plan 001)
- Harrison Family Industries, Inc. — all reported plans
- Detroit Brewers And Distributors Retiree Health Plan And Trust (plan 501)
- Ssk Holding Group Inc. 401(K) Plan (plan 001)
- Ssk Holding Group Inc. — all reported plans
- Marly Technologies Corporation 401(K) Plan (plan 001)
- Marly Technologies Corporation — all reported plans
- Methodology
- Data sources