St. Joseph, 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, St. Joseph, MI has 16 loaded benefit plan(s) reported by 11 plan sponsor(s), with $286,977,752 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 16
- Plan sponsors
- 11
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $286,977,752
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $286,977,752
Contributions & income
- Employer contributions
- $7,709,507
- Participant contributions
- $11,166,642
- Total income / additions
- $86,682,318
Expenses & distributions
- Benefits paid / distributions
- $302,135,431
- Total expenses
- $302,695,769
- Net increase / (decrease)
- -$216,013,451
Coverage
- Total reported participants
- 9,236
- Plans with financial statements
- 12
- Plans with provider compensation
- 7
Totals sum the latest loaded 2023 public Form 5500 filing per plan for St. Joseph, 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 |
|---|---|---|---|
| Leco Corporation 401(K) Retirement Plan | Leco Corporation | $140,244,845 | 2023 |
| United Federal Credit Union 401(K) Plan | United Federal Credit Union | $74,278,540 | 2023 |
| Spectrum Health Lakeland Retiree Hra | Spectrum Health Lakeland | $18,287,609 | 2023 |
| Pri Mar Petroleum, Inc. 401(K) Savings Plan | Pri Mar Petroleum, Inc. | $11,806,098 | 2023 |
| Edgewater Automation 401(K) Plan | Edgewater Automation, LLC | $10,299,141 | 2023 |
| Vail Rubber Works, Inc. Retirement Savings Plan | Vail Rubber Works, Inc. | $8,553,448 | 2023 |
| Kay Manufacturing Company, LLC 401(K) Profit Sharing Plan | Kay Manufacturing Company, LLC | $7,526,654 | 2023 |
| Vail Rubber Works, Inc. Collectively Bargained 401(K) Retirement Plan | Vail Rubber Works, Inc. | $3,239,397 | 2023 |
| Kjr Ventures, Inc. 401(K) Plan | Kjr Ventures, Inc. | $0 | 2023 |
| Profit Sharing Plan For Frederick W Oppel Dds Pc | Frederick W Oppel Dds, Pc Oppel | $0 | 2023 |
| Lakeland Regional Health System Retirement Plan | Lakeland Regional Health System | $0 | 2023 |
| Group Welfare Benefit Plan For Employees Of Leco Corporation | Leco Corporation | not reported in the loaded dataset | 2023 |
| Vail Rubber Works, Inc. Amended & Restated Welfare Plan | Vail Rubber Works, Inc. | not reported in the loaded dataset | 2023 |
| United Federal Credit Union Welfare Benefit Plan | United Federal Credit Union | not reported in the loaded dataset | 2023 |
Largest plans in St. Joseph → · St. Joseph plans by participants → · St. Joseph plans with financial data → · St. Joseph plans with provider compensation → · $1B+ plans in St. Joseph →
Related Form 5500 pages
- All MI Form 5500 filings
- Leco Corporation 401(K) Retirement Plan (plan 005)
- Leco Corporation — all reported plans
- United Federal Credit Union 401(K) Plan (plan 002)
- United Federal Credit Union — all reported plans
- Spectrum Health Lakeland Retiree Hra (plan 510)
- Spectrum Health Lakeland — all reported plans
- Pri Mar Petroleum, Inc. 401(K) Savings Plan (plan 002)
- Pri Mar Petroleum, Inc. — all reported plans
- Edgewater Automation 401(K) Plan (plan 001)
- Edgewater Automation, LLC — all reported plans
- Vail Rubber Works, Inc. Retirement Savings Plan (plan 002)
- Vail Rubber Works, Inc. — all reported plans
- Kay Manufacturing Company, LLC 401(K) Profit Sharing Plan (plan 001)
- Kay Manufacturing Company, LLC — all reported plans
- Vail Rubber Works, Inc. Collectively Bargained 401(K) Retirement Plan (plan 005)
- Kjr Ventures, Inc. 401(K) Plan (plan 001)
- Kjr Ventures, Inc. — all reported plans
- Profit Sharing Plan For Frederick W Oppel Dds Pc (plan 001)
- Frederick W Oppel Dds, Pc Oppel — all reported plans
- Lakeland Regional Health System Retirement Plan (plan 005)
- Group Welfare Benefit Plan For Employees Of Leco Corporation (plan 501)
- Vail Rubber Works, Inc. Amended & Restated Welfare Plan (plan 501)
- United Federal Credit Union Welfare Benefit Plan (plan 510)
- Methodology
- Data sources