Plan5500

Walled Lake, 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, Walled Lake, MI has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $66,553,001 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
5
Latest filing year
2023

What stands out in Walled Lake

  • 6 loaded plans hold $66.6M in reported assets across 5 sponsors.
  • The largest, Berkshire Production Supply 401(K) Profit Sharing Plan, holds 72% of reported Walled Lake plan assets.
  • Plans cover 1,377 participants — about 230 per plan.
  • 83% of loaded plans report full Schedule H/I financial statements.
  • 83% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$66.3MSummed across loaded plans$66,336,073
Total reported assets$66.6M$66,553,001
Total reported participants1.4K1,377
Total reported liabilities$216.9K$216,928

Reported net position

Reported assets = net assets + liabilities (summed)$66.6M total assets
Net assets$66.3MLiabilities$216.9K
Contributions & income
Employer contributions$1.8M
Participant contributions$3.9M
Total income / additions$15.3M
Expenses & distributions
Benefits paid / distributions$6.7M
Total expenses$6.9M
Net increase / (decrease)$8.4M

Data coverage

Plans with financial statements5 / 6 (83%)
Plans with provider compensation5 / 6 (83%)

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

Walled Lake market comparison

Largest plan share of assets72%Berkshire Production Supply 401(K) Profit Sharing Plan
Participants per plan230Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Walled Lake

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

  1. 1
    Berkshire Production Supply 401(K) Profit Sharing Plan$47.8M
    Berkshire Production Supply LLC · 2023
  2. 2
    American Plastic Toys, Inc. Profit Sharing Plan$8.6M
    American Plastic Toys, Inc. · 2023
  3. 3
    Armaly Brands 401(K) Plan$4.5M
    Armaly Sponge Company · 2023
  4. 4
    Multi Drywall & Partition LLC 401(K) Profit Sharing Plan & T$3.4M
    Multi Drywall & Partition LLC · 2023
  5. 5
    Courtyard Management, Inc. 401(K) Plan$2.2M
    Courtyard Management Company · 2023
  6. 6
    Courtyard Management Benefit Plannot reported in the loaded dataset
    Courtyard Management Company · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages