St. 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, St. Joseph, MI has 16 loaded benefit plan(s) reported by 11 plan sponsor(s), with $286,977,752 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
16
Plan sponsors
11
Latest filing year
2023

What stands out in St. Joseph

  • 16 loaded plans hold $287M in reported assets across 11 sponsors.
  • The largest, Leco Corporation 401(K) Retirement Plan, holds 49% of reported St. Joseph plan assets.
  • Plans cover 9,236 participants — about 577 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • 44% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$287MSummed across loaded plans$286,977,752
Total reported assets$287M$286,977,752
Total reported participants9.2K9,236
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$287M total assets
Net assets$287MLiabilities$0
Contributions & income
Employer contributions$7.7M
Participant contributions$11.2M
Total income / additions$86.7M
Expenses & distributions
Benefits paid / distributions$302.1M
Total expenses$302.7M
Net increase / (decrease)-$216M

Data coverage

Plans with financial statements12 / 16 (75%)
Plans with provider compensation7 / 16 (44%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for St. 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

St. Joseph market comparison

Largest plan share of assets49%Leco Corporation 401(K) Retirement Plan
Participants per plan577Average across loaded plans
Plan sponsors11
Ranked by reported assets

Largest loaded plans in St. Joseph

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

  1. 1
    Leco Corporation · 2023
  2. 2
    United Federal Credit Union · 2023
  3. 3
    Spectrum Health Lakeland · 2023
  4. 4
    Pri Mar Petroleum, Inc. · 2023
  5. 5
    Edgewater Automation, LLC · 2023
  6. 6
    Vail Rubber Works, Inc. · 2023
  7. 7
    Kay Manufacturing Company, LLC · 2023
  8. 8
  9. 9
    Kjr Ventures, Inc. · 2023
  10. 10
    Frederick W Oppel Dds, Pc Oppel · 2023
  11. 11
    Lakeland Regional Health System · 2023
  12. 12
    Leco Corporation · 2023
  13. 13
    Vail Rubber Works, Inc. · 2023
  14. 14
    United Federal Credit Union Welfare Benefit Plannot reported in the loaded dataset
    United Federal Credit Union · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for St. Joseph, MI?
16 plan(s) reported by 11 sponsor(s) are loaded for St. Joseph, MI.

Related Form 5500 pages