Trenton, 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, Trenton, MI has 12 loaded benefit plan(s) reported by 3 plan sponsor(s), with $132,157,381 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
12
Plan sponsors
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$132,157,381
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$132,157,381

Contributions & income

Employer contributions
$2,009,410
Participant contributions
$3,402,055
Total income / additions
$23,449,259

Expenses & distributions

Benefits paid / distributions
$5,797,075
Total expenses
$6,379,632
Net increase / (decrease)
$17,069,627

Coverage

Total reported participants
2,547
Plans with financial statements
5
Plans with provider compensation
5

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

Largest loaded plans in Trenton, MI
PlanSponsorReported assets (EOY)Year
Huron Valley Steel Corporation Employees' Retirement PlanHuron Valley Steel Corporation$36,891,8452023
Fritz Enterprises, Inc. 401(K) PlanFritz Enterprises, Inc.$24,876,1352023
Huron Valley Steel Corporation 401(K) PlanHuron Valley Steel Corporation$24,119,6262023
N.A. Mans & Sons Inc. 401(K) PlanN.A. Mans & Sons, Inc.$23,393,1582023
Fritz Enterprises, Inc. Employees' Retirement PlanFritz Enterprises, Inc.$22,876,6172023
Fritz Enterprises, Inc. Group Health, Disability, And Life Insurance PlanFritz Enterprises, Inc.not reported in the loaded dataset2023
Fritz Enterprises, Inc. Group Vision Insurance PlanFritz Enterprises, Inc.not reported in the loaded dataset2023
Fritz Enterprises, Inc. Long-Term Disability Insurance PlanFritz Enterprises, Inc.not reported in the loaded dataset2023
N. A. Mans & Sons, Inc. Welfare PlanN.A. Mans & Sons, Inc.not reported in the loaded dataset2023
Group Health, Disability And Life Insurance PlanHuron Valley Steel Corporationnot reported in the loaded dataset2023
Group Vision Insurance PlanHuron Valley Steel Corporationnot reported in the loaded dataset2023
Long Term Disability Insurance PlanHuron Valley Steel Corporationnot reported in the loaded dataset2023

Related Form 5500 pages