Plan5500

Saint Joseph, 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, Saint Joseph, MI has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $10,565,585 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
5
Latest filing year
2023

What stands out in Saint Joseph

  • 5 loaded plans hold $10.6M in reported assets across 5 sponsors.
  • The largest, Region Iv A.A.A. 403(B) Plan, holds 56% of reported Saint Joseph plan assets.
  • Plans cover 753 participants — about 151 per plan.
  • 80% of loaded plans report full Schedule H/I financial statements.
  • 40% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10.6MSummed across loaded plans$10,565,585
Total reported assets$10.6M$10,565,585
Total reported participants753
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$10.6M total assets
Net assets$10.6MLiabilities$0
Contributions & income
Employer contributions$168.7K
Participant contributions$383K
Total income / additions$2.4M
Expenses & distributions
Benefits paid / distributions$765.9K
Total expenses$802.8K
Net increase / (decrease)$1.6M

Data coverage

Plans with financial statements4 / 5 (80%)
Plans with provider compensation2 / 5 (40%)

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

Saint Joseph market comparison

Largest plan share of assets56%Region Iv A.A.A. 403(B) Plan
Participants per plan151Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Saint Joseph

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

  1. 1
    Region Iv A.A.A. 403(B) Plan$6M
    Region Iv Area Agency On Aging, Inc · 2023
  2. 2
    Michigan Pizza Hut, Inc. 401(K) Plan$4.4M
    Michigan Pizza Hut, Inc. · 2023
  3. 3
    Advx Capital Corporation 401(K) Plan$136.5K
    Advx Capital Corporation · 2023
  4. 4
    Driven-4 Incorporated 401(K) Plan$18.4K
    Driven-4 Incorporated · 2023
  5. 5
    Great Lakes Eye Care Welfare Benefit Plannot reported in the loaded dataset
    Great Lakes Eye Care · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Saint Joseph, MI?
5 plan(s) reported by 5 sponsor(s) are loaded for Saint Joseph, MI.

Related Form 5500 pages