MI Form 5500 retirement and benefit plan filings

State 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, MI has 7,205 loaded benefit plan(s) reported by 4,823 plan sponsor(s), with $678,593,755,583 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7,205
Plan sponsors
4,823
Latest filing year
2023

What stands out in MI

  • 7,205 loaded plans hold $678.6B in reported assets across 4,823 sponsors.
  • The largest, General Motors Hourly-Rate Employees Pension Plan, holds 7% of reported MI plan assets.
  • Plans cover 10,009,536 participants — about 1,389 per plan.
  • 65% of loaded plans report full Schedule H/I financial statements.
  • 38% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$655.8BSummed across loaded plans$655,821,638,892
Total reported assets$678.6B$678,593,755,583
Total reported participants10M10,009,536
Total reported liabilities$22.7B$22,740,486,268

Reported net position

Reported assets = net assets + liabilities (summed)$678.6B total assets
Net assets$655.8BLiabilities$22.7B
Contributions & income
Employer contributions$12.8B
Participant contributions$10.5B
Total income / additions$101.4B
Expenses & distributions
Benefits paid / distributions$46.6B
Total expenses$48.9B
Net increase / (decrease)$52.5B

Data coverage

Plans with financial statements4,667 / 7,205 (65%)
Plans with provider compensation2,733 / 7,205 (38%)

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

Cities by loaded plan count

Computed from loaded plans

MI market comparison

Largest plan share of assets7%General Motors Hourly-Rate Employees Pension Plan
Participants per plan1,389Average across loaded plans
Plan sponsors4,823
Ranked by reported assets

Largest loaded MI plans

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

  1. 1
    General Motors LLC · Detroit · 2023
  2. 2
    Ford Motor Company · Dearborn · 2023
  3. 3
    The Committee Of The Uaw Retiree Medical Benefits Trust · Detroit · 2023
  4. 4
    General Motors LLC · Detroit · 2023
  5. 5
    Ford Motor Company · Dearborn · 2023
  6. 6
  7. 7
    The Committee Of The Uaw Retiree Medical Benefits Trust · Detroit · 2023
  8. 8
    Fca Us LLC · Auburn Hills · 2023
  9. 9
    Ford Motor Company · Dearborn · 2023
  10. 10
  11. 11
    The Committee Of The Uaw Retiree Medical Benefits Trust · Detroit · 2023
  12. 12
    Ford Motor Company · Dearborn · 2023
  13. 13
    The Dow Chemical Company · Midland · 2023
  14. 14
    Fca Us LLC · Auburn Hills · 2023
  15. 15
    Ford Motor Company · Dearborn · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for MI?
7,205 plan(s) reported by 4,823 sponsor(s) are loaded for MI.

Related Form 5500 pages