Marshall, 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, Marshall, MI has 9 loaded benefit plan(s) reported by 6 plan sponsor(s), with $85,870,811 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 9
- Plan sponsors
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $85,870,811
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $85,870,811
Contributions & income
- Employer contributions
- $1,265,919
- Participant contributions
- $5,394,963
- Total income / additions
- $18,834,261
Expenses & distributions
- Benefits paid / distributions
- $7,174,423
- Total expenses
- $7,319,005
- Net increase / (decrease)
- $11,515,256
Coverage
- Total reported participants
- 3,738
- Plans with financial statements
- 4
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Marshall, 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 |
|---|---|---|---|
| Oaklawn Tax Sheltered Annuity Plan | Ella E. M. Brown Charitable Circle D/B/A Oaklawn Hospital | $76,912,238 | 2023 |
| Marshall Excelsior Company 401(K) Plan | Marshall Excelsior Company | $5,460,770 | 2023 |
| Tribal Manufacturing, Inc. 401(K) Plan | Tribal Manufacturing, Inc. | $3,467,215 | 2023 |
| Dufresne, Inc. 401k Profit Sharing Plan | Dufresne, Inc. | $30,588 | 2023 |
| Oaklawn Hospital Employee Medical And Welfare Benefit Plan | Ella Em Brown Charitable Circle | not reported in the loaded dataset | 2023 |
| Tribal Manufacturing, Inc. Wrap Plan | Tribal Manufacturing, Inc. | not reported in the loaded dataset | 2023 |
| Marshall Excelsior - Core Plan Cafeteria Plan | Marshall Excelsior Company | not reported in the loaded dataset | 2023 |
| Walters-Dimmick Petroleum Health Plan | Walters-Dimmick Petroleum, Inc. | not reported in the loaded dataset | 2023 |
| Mpm Companies Dba Common Citizen Group Insurance Plan | Mpm Companies Dba Common Citizen | not reported in the loaded dataset | 2023 |
Largest plans in Marshall → · Marshall plans by participants → · Marshall plans with financial data → · Marshall plans with provider compensation → · $1B+ plans in Marshall →
Related Form 5500 pages
- All MI Form 5500 filings
- Oaklawn Tax Sheltered Annuity Plan (plan 003)
- Ella E. M. Brown Charitable Circle D/B/A Oaklawn Hospital — all reported plans
- Marshall Excelsior Company 401(K) Plan (plan 001)
- Marshall Excelsior Company — all reported plans
- Tribal Manufacturing, Inc. 401(K) Plan (plan 001)
- Tribal Manufacturing, Inc. — all reported plans
- Dufresne, Inc. 401k Profit Sharing Plan (plan 001)
- Dufresne, Inc. — all reported plans
- Oaklawn Hospital Employee Medical And Welfare Benefit Plan (plan 501)
- Tribal Manufacturing, Inc. Wrap Plan (plan 510)
- Marshall Excelsior - Core Plan Cafeteria Plan (plan 504)
- Walters-Dimmick Petroleum Health Plan (plan 505)
- Walters-Dimmick Petroleum, Inc. — all reported plans
- Mpm Companies Dba Common Citizen Group Insurance Plan (plan 501)
- Mpm Companies Dba Common Citizen — all reported plans
- Methodology
- Data sources