Monroe, 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, Monroe, MI has 34 loaded benefit plan(s) reported by 23 plan sponsor(s), with $494,329,472 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
34
Plan sponsors
23
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$493.7MSummed across loaded plans$493,747,891
Total reported assets$494.3M$494,329,472
Total reported participants35K34,972
Total reported liabilities$581.6K$581,581

Reported net position

Reported assets = net assets + liabilities (summed)$494.3M total assets
Net assets$493.7MLiabilities$581.6K
Contributions & income
Employer contributions$20.8M
Participant contributions$20.1M
Total income / additions$112.7M
Expenses & distributions
Benefits paid / distributions$55.7M
Total expenses$56.6M
Net increase / (decrease)$56.1M

Data coverage

Plans with financial statements12 / 34 (35%)
Plans with provider compensation6 / 34 (18%)

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

Monroe market comparison

Largest plan share of assets63%La-Z-Boy Incorporated Retirement Savings Plan
Participants per plan1,029Average across loaded plans
Plan sponsors23
Ranked by reported assets

Largest loaded plans in Monroe

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

  1. 1
    La-Z-Boy Incorporated · 2023
  2. 2
    Midway Products Group, Inc. · 2023
  3. 3
  4. 4
  5. 5
    Bay Corrugated Container, Inc. · 2023
  6. 6
    Mahalak Auto Group 401(K) Plan · 2023
  7. 7
    Backyard Services, LLC · 2023
  8. 8
    Monroe Rubber And Plastic, Inc. · 2023
  9. 9
    Ambulatory Anesthesia Associates, P.C. · 2023
  10. 10
    Anthony M. Laboe, D.D.S., M.S., P.C. · 2023
  11. 11
    The Sports Gardens, Corp. · 2023
  12. 12
    Hoppenjans Inc. · 2023
  13. 13
    Production Products, Inc. Employee Benefits Plannot reported in the loaded dataset
    Production Products, Inc. · 2023
  14. 14
    La-Z-Boy Incorporated · 2023
  15. 15
    La-Z-Boy Incorporated Medical Spending Account Plannot reported in the loaded dataset
    La-Z-Boy Incorporated · 2023
  16. 16
    La-Z-Boy Incorporated Retail Division Medical Plannot reported in the loaded dataset
    La-Z-Boy Incorporated · 2023
  17. 17
    Detroit Stoker Company Health And Welfare Benefitnot reported in the loaded dataset
    Detroit Stoker Company · 2023
  18. 18
    Mercy Memorial Hospital Group Benefits Plannot reported in the loaded dataset
    Promedica · 2023
  19. 19
    Midway Products Group, Inc. Employee Benefits Plannot reported in the loaded dataset
    Midway Products Group, Inc. · 2023
  20. 20
    Lakepark Industries, Inc. Employee Benefits Plannot reported in the loaded dataset
    Lakepark Industries, Inc. · 2023
  21. 21
    Lakepark Industries Of Indiana, Inc. · 2023
  22. 22
    Findlay Products Corp. Employee Benefits Plannot reported in the loaded dataset
    Findlay Products Corp. · 2023
  23. 23
    La-Z-Boy Incorporated · 2023
  24. 24
    Chs Group, LLC Health & Welfare Benefit Plannot reported in the loaded dataset
    Chs Group, LLC · 2023
  25. 25
    Backyard Products, LLC Employee Benefits Plannot reported in the loaded dataset
    Backyard Products, LLC · 2023

Related Form 5500 pages