Plan5500

Caledonia, 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, Caledonia, MI has 17 loaded benefit plan(s) reported by 15 plan sponsor(s), with $199,125,943 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
17
Plan sponsors
15
Latest filing year
2023

What stands out in Caledonia

  • 17 loaded plans hold $199.1M in reported assets across 15 sponsors.
  • The largest, Viking Group, Inc. Savings And Retirement Plan, holds 56% of reported Caledonia plan assets.
  • Plans cover 5,131 participants — about 302 per plan.
  • 65% of loaded plans report full Schedule H/I financial statements.
  • 29% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$198.2MSummed across loaded plans$198,240,880
Total reported assets$199.1M$199,125,943
Total reported participants5.1K5,131
Total reported liabilities$885.1K$885,063

Reported net position

Reported assets = net assets + liabilities (summed)$199.1M total assets
Net assets$198.2MLiabilities$885.1K
Contributions & income
Employer contributions$10.4M
Participant contributions$10.2M
Total income / additions$55.4M
Expenses & distributions
Benefits paid / distributions$15.2M
Total expenses$15.5M
Net increase / (decrease)$39.9M

Data coverage

Plans with financial statements11 / 17 (65%)
Plans with provider compensation5 / 17 (29%)

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

Caledonia market comparison

Largest plan share of assets56%Viking Group, Inc. Savings And Retirement Plan
Participants per plan302Average across loaded plans
Plan sponsors15
Ranked by reported assets

Largest loaded plans in Caledonia

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

  1. 1
    Viking Group, Inc. Savings And Retirement Plan$111.4M
    Viking Group, Inc. · 2023
  2. 2
    Aspen Surgical Products Holdings, Inc. 401(K) Plan$25.1M
    Aspen Surgical Products Holdings, Inc. · 2023
  3. 3
    Opus Packaging Group, Inc. 401(K) Profit Sharing Plan$24.8M
    Opus Packaging Group, Inc. · 2023
  4. 4
    The Viking Corporation 401(K) Plan For Bargaining Unit Employees$12.8M
    The Viking Corporation · 2023
  5. 5
    Caledonia Farmers Elevator Company Profit Sharing 401(K) Plan & Trust$10.3M
    Caledonia Farmers Elevator Company · 2023
  6. 6
    Cms North America, Inc. 401(K) Plan$6.4M
    Cms North America, Inc. · 2023
  7. 7
    Hydro-Chem Systems, Inc. Employee Stock Ownership Plan$5.9M
    Hydro-Chem Systems Inc · 2023
  8. 8
    Thornapple River Orthopedics, Pc 401(K) Profit Sharing Plan$2M
    Thornapple River Orthopedics · 2023
  9. 9
    Mitten Storage, Inc. 401k Profit Sharing Plan$233.8K
    Mitten Storage, Inc. · 2023
  10. 10
    Way Truth Life Corp. 401(K) Profit Sharing Plan$153.5K
    Way Truth Life Corp. · 2023
  11. 11
    Smacked Works Inc. Retirement Plan$0
    Smacked Works Inc. · 2023
  12. 12
    Opus Packaging Group Health Insurance Plannot reported in the loaded dataset
    Opus Packaging Group, Inc. · 2023
  13. 13
    Aspen Surgical Products, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Aspen Surgical Products · 2023
  14. 14
    Viking Group Inc. Employee Benefits Plannot reported in the loaded dataset
    Viking Group, Inc. · 2023
  15. 15
    Fiber Optic Management LLC Dba Turnkey Network Solutions Employee Health Benefit Plannot reported in the loaded dataset
    Fiber Optic Management, LLC Dba Turnkey Network Solutions · 2023
  16. 16
    Milestones Child Development Center Employee Benefits Plannot reported in the loaded dataset
    Milestones Child Development Center, LLC · 2023
  17. 17
    The Ascent Brands, Inc. Health And Welfare Benefits Plannot reported in the loaded dataset
    The Ascent Brands, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Caledonia, MI?
17 plan(s) reported by 15 sponsor(s) are loaded for Caledonia, MI.

Related Form 5500 pages