Plan5500

Grosse Pointe Woods, 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, Grosse Pointe Woods, MI has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $4,090,586 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
4
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.1MSummed across loaded plans$4,090,586
Total reported assets$4.1M$4,090,586
Total reported participants148
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.1M total assets
Net assets$4.1MLiabilities$0
Contributions & income
Employer contributions$30.5K
Participant contributions$33.2K
Total income / additions$871.3K
Expenses & distributions
Benefits paid / distributions$778
Total expenses$29.7K
Net increase / (decrease)$841.7K

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation0 / 4 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Grosse Pointe Woods, 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

Grosse Pointe Woods market comparison

Largest plan share of assets62%James M. Cooper D.D.S., Pc Employees' 401(K) Profit Sharing Plan
Participants per plan37Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Grosse Pointe Woods

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

  1. 1
    James M. Cooper D.D.S., Pc Employees' 401(K) Profit Sharing Plan$2.5M
    James M. Cooper, D.D.S., P.C. · 2023
  2. 2
    Robert C. Masi, D.D.S., P.C. Employees' 401(K) Profit Sharing Plan And Trust$1.3M
    Robert C. Masi, D.D.S., P.C. · 2023
  3. 3
    Origin Ventures Inc. 401(K) Plan$267.9K
    Origin Ventures Inc. · 2023
  4. 4
    University Liggett School Welfare Benefit Plannot reported in the loaded dataset
    University Liggett School · 2023

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

Related Form 5500 pages