Plan5500

Adrian, 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, Adrian, MI has 19 loaded benefit plan(s) reported by 12 plan sponsor(s), with $200,418,226 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
19
Plan sponsors
12
Latest filing year
2023

What stands out in Adrian

  • 19 loaded plans hold $200.4M in reported assets across 12 sponsors.
  • The largest, Adrian Steel Company 401(K) Plan, holds 27% of reported Adrian plan assets.
  • Plans cover 4,663 participants — about 245 per plan.
  • 47% of loaded plans report full Schedule H/I financial statements.
  • 32% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$200.4MSummed across loaded plans$200,396,156
Total reported assets$200.4M$200,418,226
Total reported participants4.7K4,663
Total reported liabilities$22.1K$22,070

Reported net position

Reported assets = net assets + liabilities (summed)$200.4M total assets
Net assets$200.4MLiabilities$22.1K
Contributions & income
Employer contributions$6.1M
Participant contributions$10.2M
Total income / additions$48.4M
Expenses & distributions
Benefits paid / distributions$9.4M
Total expenses$9.8M
Net increase / (decrease)$38.6M

Data coverage

Plans with financial statements9 / 19 (47%)
Plans with provider compensation6 / 19 (32%)

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

Adrian market comparison

Largest plan share of assets27%Adrian Steel Company 401(K) Plan
Participants per plan245Average across loaded plans
Plan sponsors12
Ranked by reported assets

Largest loaded plans in Adrian

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

  1. 1
    Adrian Steel Company 401(K) Plan$54.4M
    Adrian Steel Company · 2023
  2. 2
    Brazeway Savings Plan$51.3M
    Brazeway, LLC · 2023
  3. 3
    Kapnick And Company, Inc. Profit Sharing And Thrift Savings Plan And Trust$34.6M
    Kapnick And Company, Inc. Dba Kapnick Insurance Group · 2023
  4. 4
    Anderson Development Co. Employees Retirement Savings Plan$30.4M
    Anderson Development Company · 2023
  5. 5
    Tlc Community Credit Union 401(K) Plan$12.7M
    Tlc Community Credit Union · 2023
  6. 6
    Krieghoff-Lenawee Company Employees 401(K) Profit Sharing Plan$6.4M
    Krieghoff-Lenawee Company · 2023
  7. 7
    Creek Enterprise 401(K) Plan$4.1M
    Creek Enterprise, Inc · 2023
  8. 8
    Pathlight Community Services 401(K) Profit Sharing Plan And Trust$3.4M
    Renaissance Community Homes · 2023
  9. 9
    Brown & Nofzinger Pc 401(K) Plan$3.1M
    Brown & Nofzinger Pc · 2023
  10. 10
    Tlc Ccu Group Health & Welfare Plannot reported in the loaded dataset
    Tlc Community Credit Union · 2023
  11. 11
    Goodwill Industries Of Southeastern Michigan, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Goodwill Industries Of Southeastern Michigan, Inc. · 2023
  12. 12
    Brazeway, LLC. Group Health Plannot reported in the loaded dataset
    Brazeway, LLC · 2023
  13. 13
    Anderson Development Benefits Plannot reported in the loaded dataset
    Anderson Development Company · 2023
  14. 14
    The Adrian Steel Company Welfare Benefit Plannot reported in the loaded dataset
    Adrian Steel Company · 2023
  15. 15
    Kapnick And Company, Inc. Employee Benefit Plannot reported in the loaded dataset
    Kapnick And Company, Inc. · 2023
  16. 16
    Hospital Medical Surgical & Master Medical Insurance For Employees Of Adrian Collegenot reported in the loaded dataset
    Adrian College · 2023
  17. 17
    Pathlight Community Services Health Plannot reported in the loaded dataset
    Renaissance Community Homes Dba Pathlight Community Services · 2023
  18. 18
    Emma L Bixby Medical Center Employee Benefit Plannot reported in the loaded dataset
    Emma L Bixby Medical Center · 2023
  19. 19
    Adrian College Long Term Disability Plannot reported in the loaded dataset
    Adrian College · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Adrian, MI?
19 plan(s) reported by 12 sponsor(s) are loaded for Adrian, MI.

Related Form 5500 pages