Plan5500

United States, 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, United States, MI has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $86,909,494 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in United States

  • 2 loaded plans hold $86.9M in reported assets across 2 sponsors.
  • The largest, Merative Us L.P. 401(K) Retirement Plan, holds 95% of reported United States plan assets.
  • Plans cover 1,782 participants — about 891 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$86.9MSummed across loaded plans$86,909,494
Total reported assets$86.9M$86,909,494
Total reported participants1.8K1,782
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$86.9M total assets
Net assets$86.9MLiabilities$0
Contributions & income
Employer contributions$18.2M
Participant contributions$24.9M
Total income / additions$64.3M
Expenses & distributions
Benefits paid / distributions$7.8M
Total expenses$7.8M
Net increase / (decrease)$56.5M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation1 / 2 (50%)

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

United States market comparison

Largest plan share of assets95%Merative Us L.P. 401(K) Retirement Plan
Participants per plan891Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in United States

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

  1. 1
    Merative Us L.P. 401(K) Retirement Plan$82.7M
    Merative Us L.P. · 2023
  2. 2
    Northern Biomedical Research, Inc. 40i(K) Profit Sharing Plan$4.2M
    Northern Biomedical Research, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for United States, MI?
2 plan(s) reported by 2 sponsor(s) are loaded for United States, MI.

Related Form 5500 pages