Traverse City, 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, Traverse City, MI has 74 loaded benefit plan(s) reported by 50 plan sponsor(s), with $1,361,137,756 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 74
- Plan sponsors
- 50
- Total reported assets (EOY)
- $1,361,137,756
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Munson 403(B) Plan | Munson Healthcare | $436,143,226 | 2023 |
| Munson Retirement Plan | Munson Healthcare | $364,560,734 | 2023 |
| Hagerty Insurance Agency, LLC Employee' 401(K) Plan | Hagerty Insurance Agency, LLC | $135,201,039 | 2023 |
| Munson 401(K) Plan | Munson Healthcare | $107,111,001 | 2023 |
| Thompson Surgical Instruments, Inc. Employee Stock Ownership Plan | Thompson Surgical Instruments, Inc. Esop | $49,740,514 | 2023 |
| Great Lakes Orthopaedic Center 401(K) Profit Sharing Plan | Great Lakes Orthopaedic Center | $24,826,914 | 2023 |
| Marsh Automotive Group 401(K) Plan & Trust | Marsh Automotive Group | $19,157,156 | 2023 |
| Natural Gas Compression Systems, Inc. Profit-Sharing And Savings Plan | Natural Gas Compression Systems,Inc | $17,671,632 | 2023 |
| Cherry Central Cooperative, Inc. Employees Profit Sharing And Investment Plan | Cherry Central Cooperative, Inc. | $16,615,494 | 2023 |
| The Oilgear Company Retirement Plan | The Oilgear Company | $14,689,110 | 2023 |
| Rjg Technologies, Inc. 401(K) Profit Sharing Plan | Rjg Technologies, Inc. | $14,575,982 | 2023 |
| Century, LLC. Profit Sharing And 401(K) Plan And Trust | Century, LLC. | $12,583,153 | 2023 |
| West Front Primary Care, Pllc 401(K) Profit Sharing Plan | West Front Primary Care Pllc | $12,407,740 | 2023 |
| Cone Drive Hourly Union Pension Plan (Uaw Local 21 - Traverse City, Mi) | Cone Drive Operations, Inc. | $12,005,613 | 2023 |
| Britten, Inc. 401(K) Plan | Britten, Inc. | $10,783,307 | 2023 |
| Grand Traverse Container, Inc. 401(K) Plan | Grand Traverse Container, Inc. | $10,783,208 | 2023 |
| Frontier Computer Corp. Employee Stock Ownership Plan | Frontier Computer Corp. | $8,842,001 | 2023 |
| Clark Manufacturing Company Employee Benefit Plan | Clark Manufacturing Company | $8,320,071 | 2023 |
| Northwest Michigan Surgery Center 401(K) Plan And Trust | Northwest Michigan Surgery Center | $7,682,047 | 2023 |
| Hand Surgery Of Northern Michigan, Plc 401(K) Plan | Hand Surgery Of Northern Michigan, Plc | $7,523,796 | 2023 |
| Riverside Energy Michigan LLC 401k Plan | Riverside Energy Michigan LLC | $7,132,142 | 2023 |
| Skilled Manufacturing, Inc. 401(K) Profit Sharing Plan | Skilled Manufacturing, Inc. | $6,728,761 | 2023 |
| Shoreline Fruit, LLC 401(K) Plan | Shoreline Fruit, LLC | $5,254,689 | 2023 |
| Tom'S Food Markets, Inc. 401(K) Profit Sharing Plan | Tom'S Food Markets, Inc. | $5,063,022 | 2023 |
| Jacklin Steel Supply Company Employee Stock Ownership Plan | Jacklin Steel Supply Company | $4,993,191 | 2023 |
Largest plans in Traverse City → · Traverse City plans with financial data → · $1B+ plans in Traverse City → · Providers by reported compensation →
Related Form 5500 pages
- All MI Form 5500 filings
- Munson 403(B) Plan (plan 003)
- Munson Healthcare — all reported plans
- Munson Retirement Plan (plan 002)
- Hagerty Insurance Agency, LLC Employee' 401(K) Plan (plan 001)
- Hagerty Insurance Agency, LLC — all reported plans
- Munson 401(K) Plan (plan 001)
- Thompson Surgical Instruments, Inc. Employee Stock Ownership Plan (plan 002)
- Thompson Surgical Instruments, Inc. Esop — all reported plans
- Great Lakes Orthopaedic Center 401(K) Profit Sharing Plan (plan 001)
- Great Lakes Orthopaedic Center — all reported plans
- Marsh Automotive Group 401(K) Plan & Trust (plan 001)
- Marsh Automotive Group — all reported plans
- Natural Gas Compression Systems, Inc. Profit-Sharing And Savings Plan (plan 001)
- Natural Gas Compression Systems,Inc — all reported plans
- Cherry Central Cooperative, Inc. Employees Profit Sharing And Investment Plan (plan 001)
- Cherry Central Cooperative, Inc. — all reported plans
- The Oilgear Company Retirement Plan (plan 001)
- The Oilgear Company — all reported plans
- Rjg Technologies, Inc. 401(K) Profit Sharing Plan (plan 001)
- Rjg Technologies, Inc. — all reported plans
- Century, LLC. Profit Sharing And 401(K) Plan And Trust (plan 001)
- Century, LLC. — all reported plans
- West Front Primary Care, Pllc 401(K) Profit Sharing Plan (plan 001)
- West Front Primary Care Pllc — all reported plans
- Cone Drive Hourly Union Pension Plan (Uaw Local 21 - Traverse City, Mi) (plan 003)
- Cone Drive Operations, Inc. — all reported plans
- Britten, Inc. 401(K) Plan (plan 001)
- Britten, Inc. — all reported plans
- Methodology
- Data sources