Royal Oak, 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, Royal Oak, MI has 46 loaded benefit plan(s) reported by 35 plan sponsor(s), with $551,325,826 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 46
- Plan sponsors
- 35
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $551,325,826
- Total reported liabilities (EOY)
- $31,635,521
- Total reported net assets (EOY)
- $519,690,305
Contributions & income
- Employer contributions
- $19,388,947
- Participant contributions
- $28,471,371
- Total income / additions
- $144,185,729
Expenses & distributions
- Benefits paid / distributions
- $44,299,340
- Total expenses
- $45,614,320
- Net increase / (decrease)
- $98,571,409
Coverage
- Total reported participants
- 7,268
- Plans with financial statements
- 31
- Plans with provider compensation
- 9
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Royal Oak, 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 |
|---|---|---|---|
| Stout Risius Ross, LLC 401(K) Profit Sharing Plan | Stout Risius Ross, LLC | $167,021,264 | 2023 |
| Harley Ellis Devereaux Employees' Savings Plan | Harley Ellis Devereaux Corporation | $91,572,785 | 2023 |
| Howard & Howard Attorneys Pllc 401(K) Plan | Howard & Howard Attorneys Pllc | $88,948,946 | 2023 |
| Brooks Kushman P.C. Employees' 401(K) Profit Sharing Plan And Trust | Brooks Kushman P.C. | $66,291,127 | 2023 |
| Kasco Capricorn 401(K) Plan | Kasco, LLC | $20,127,128 | 2023 |
| Detroit Zoological Society Retirement Plan | Detroit Zoological Society | $19,625,369 | 2023 |
| Gongos, LLC 401(K) Plan | Gongos, LLC | $18,286,040 | 2023 |
| The Martec Group 401(K) Profit Sharing Plan | The Martec Group, Inc. | $12,716,862 | 2023 |
| Royal Oak Surgical Associates, Pc Employees' Profit Sharing Plan | Royal Oak Surgical Associates, Pc | $8,717,799 | 2023 |
| Kasco Employee Stock Ownership Plan | Kasco Holdings, Inc. | $7,845,000 | 2023 |
| Sterling Oil & Chemical Company, Inc. Profit Sharing Plan | Graham Eddleston | $6,098,459 | 2023 |
| Pitt, Mcgehee, Palmer & Rivers, P.C. | Pitt, Mcgehee, Palmer, & Rivers P.C. | $6,028,937 | 2023 |
| Etkin Management, LLC 401(K) Salary Reduction Plan | Etkin Management, LLC | $5,967,613 | 2023 |
| Arrow Strategies 401(K) Plan | Arrow Strategies, LLC | $5,656,872 | 2023 |
| Matthews-Hargreaves Dba Champion-Hargreaves | Matthews-Hargreaves Chevrolet Co. | $4,947,015 | 2023 |
| C&E Productions LLC (Dba Switch) Retirement Plan | C&E Productions LLC | $3,548,532 | 2023 |
| Stefani & Stefani, P.C. Retirement Plan | Stefani & Stefani, P.C. | $3,197,279 | 2023 |
| Oakland Colon & Rectal Associates, P.C. Employees' 401(K) Profit Sharing Plan | Oakland Colon & Rectal Associates, P.C. | $3,178,175 | 2023 |
| Obscurus Inc. 401(K) Plan | Obscurus Inc. | $2,684,780 | 2023 |
| H R Griffiths Land Contracts Inc Employees Profit Sharing Trust | H.R. Griffiths Land Contracts, Inc | $1,683,574 | 2023 |
| Presidion Solutions, Inc. 401(K) Plan | Presidion Solutions, Inc. | $1,446,767 | 2023 |
| Ryan J. Barrett, Do, Pc Profit Sharing 401(K) Plan | Ryan J. Barrett Do Pc | $1,425,891 | 2023 |
| Gordon Management Co., Inc. Profit Sharing Plan And Trust | Gordon Management Company, Inc. | $1,183,275 | 2023 |
| Renal Redux, Pllc 401(K) Profit Sharing Plan And Trust | Renal Redux, Pllc | $1,047,113 | 2023 |
| Iseid 401k | Iseid Corporation | $837,964 | 2023 |
Largest plans in Royal Oak → · Royal Oak plans by participants → · Royal Oak plans with financial data → · Royal Oak plans with provider compensation → · $1B+ plans in Royal Oak →
Related Form 5500 pages
- All MI Form 5500 filings
- Stout Risius Ross, LLC 401(K) Profit Sharing Plan (plan 001)
- Stout Risius Ross, LLC — all reported plans
- Harley Ellis Devereaux Employees' Savings Plan (plan 001)
- Harley Ellis Devereaux Corporation — all reported plans
- Howard & Howard Attorneys Pllc 401(K) Plan (plan 002)
- Howard & Howard Attorneys Pllc — all reported plans
- Brooks Kushman P.C. Employees' 401(K) Profit Sharing Plan And Trust (plan 001)
- Brooks Kushman P.C. — all reported plans
- Kasco Capricorn 401(K) Plan (plan 001)
- Kasco, LLC — all reported plans
- Detroit Zoological Society Retirement Plan (plan 001)
- Detroit Zoological Society — all reported plans
- Gongos, LLC 401(K) Plan (plan 001)
- Gongos, LLC — all reported plans
- The Martec Group 401(K) Profit Sharing Plan (plan 001)
- The Martec Group, Inc. — all reported plans
- Royal Oak Surgical Associates, Pc Employees' Profit Sharing Plan (plan 001)
- Royal Oak Surgical Associates, Pc — all reported plans
- Kasco Employee Stock Ownership Plan (plan 002)
- Kasco Holdings, Inc. — all reported plans
- Sterling Oil & Chemical Company, Inc. Profit Sharing Plan (plan 002)
- Graham Eddleston — all reported plans
- Pitt, Mcgehee, Palmer & Rivers, P.C. (plan 001)
- Pitt, Mcgehee, Palmer, & Rivers P.C. — all reported plans
- Etkin Management, LLC 401(K) Salary Reduction Plan (plan 001)
- Etkin Management, LLC — all reported plans
- Arrow Strategies 401(K) Plan (plan 001)
- Arrow Strategies, LLC — all reported plans
- Matthews-Hargreaves Dba Champion-Hargreaves (plan 002)
- Matthews-Hargreaves Chevrolet Co. — all reported plans
- Methodology
- Data sources