Lowell, 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, Lowell, MI has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $25,137,086 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 5
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $25,137,086
- Total reported liabilities (EOY)
- $22,863,729
- Total reported net assets (EOY)
- $2,273,357
Contributions & income
- Employer contributions
- $1,744,435
- Participant contributions
- $364,026
- Total income / additions
- $9,760,268
Expenses & distributions
- Benefits paid / distributions
- $3,051,264
- Total expenses
- $4,356,453
- Net increase / (decrease)
- $5,403,815
Coverage
- Total reported participants
- 679
- Plans with financial statements
- 4
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lowell, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| H. D. Hudson Legacy Defined Benefit Pension Plan | H. D. Hudson Manufacturing Company | $12,275,288 | 2023 |
| Metric Manufacturing Company, Inc. Employee Stock Ownership Plan | Metric Manufacturing Company, Inc. | $7,356,926 | 2023 |
| H.D. Hudson Manufacturing Company Retirement Savings Plan | H.D. Hudson Manufacturing Company | $5,141,559 | 2023 |
| Jbonash Corporation Profit Sharing Plan | Jbonash Corporation | $363,313 | 2023 |
| Welfare Benefit Plan | Assa Group Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Lowell → · Lowell plans by participants → · Lowell plans with financial data → · Lowell plans with provider compensation → · $1B+ plans in Lowell →
Related Form 5500 pages
- All MI Form 5500 filings
- H. D. Hudson Legacy Defined Benefit Pension Plan (plan 009)
- H. D. Hudson Manufacturing Company — all reported plans
- Metric Manufacturing Company, Inc. Employee Stock Ownership Plan (plan 001)
- Metric Manufacturing Company, Inc. — all reported plans
- H.D. Hudson Manufacturing Company Retirement Savings Plan (plan 010)
- Jbonash Corporation Profit Sharing Plan (plan 001)
- Jbonash Corporation — all reported plans
- Welfare Benefit Plan (plan 501)
- Assa Group Inc. — all reported plans
- Methodology
- Data sources