Money Purchase · DOL Form 5500 · 2022

Macomb-Oakland Regional Center Money Purchase Plan

ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.

$31M
Total assets
274
Participants
73th
Percentile by assets

Sponsored by Macomb-Oakland Regional Center, Inc. · Michigan · Healthcare & Social Assistance

What the 2022 filing shows

Macomb-Oakland Regional Center Money Purchase Plan holds $31M for 274 participants - about $113,906 per participant, above the median plan by assets, down 18.5% over the 2022 plan year.

$31M
total plan assets (2022 EOY)
274
covered participants
73th
percentile by assets (of 84,055 plans)
$113,906
avg assets per participant

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$31M
Participants
274
State
Industry
Healthcare & Social Assistance

What the Filing Says About Macomb-Oakland Regional Center Money Purchase Plan

Macomb-Oakland Regional Center Money Purchase Plan is a Money Purchase retirement plan sponsored by Macomb-Oakland Regional Center, Inc., headquartered in Michigan. As of the 2022 Form 5500 filing, the plan reports $31M in total end-of-year assets and covers 274 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 383273888, and the plan has been effective since 1996-06-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $38M at the beginning of 2022 to $31M at year-end - a decline of 18.5%. Net assets (after liabilities) closed the year at $31M, with reported net income of $-7,074,692 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$38M
Total Assets (End of Year)$31M
Net Assets (End of Year)$31M
Net Income$-7,074,692
Plan TypeMoney Purchase
Employer EIN383273888
Plan Effective Date1996-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Macomb-Oakland Regional Center, Inc.)

Year Plans Participants Total Assets
2022 2 550 $49M
2023 2 535 $8M
2024 1 251 N/A

Nearby Money Purchase Plans in Michigan

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Frequently Asked Questions

How much money is in the Macomb-Oakland Regional Center Money Purchase Plan?
As of the 2022 Form 5500 filing, Macomb-Oakland Regional Center Money Purchase Plan holds $31M in total assets with 274 participants. It is sponsored by Macomb-Oakland Regional Center, Inc..
What type of plan is Macomb-Oakland Regional Center Money Purchase Plan?
Macomb-Oakland Regional Center Money Purchase Plan is a Money Purchase plan. It has been effective since 1996-06-01. The plan is filed with the U.S. Department of Labor under EIN 383273888.
Who sponsors the Macomb-Oakland Regional Center Money Purchase Plan?
Macomb-Oakland Regional Center Money Purchase Plan is sponsored by Macomb-Oakland Regional Center, Inc., located in Michigan. The sponsor's EIN is 383273888 and the plan operates in the Healthcare & Social Assistance industry.
How did Macomb-Oakland Regional Center Money Purchase Plan perform in 2022?
Macomb-Oakland Regional Center Money Purchase Plan declined by 18.5% during 2022, moving from $38M to $31M in total assets. Net income was $-7,074,692.
Where can I find official filings for Macomb-Oakland Regional Center Money Purchase Plan?
Official Form 5500 filings for Macomb-Oakland Regional Center Money Purchase Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 383273888 or plan name at efast.dol.gov.
How does Macomb-Oakland Regional Center Money Purchase Plan compare to other plans?
You can compare Macomb-Oakland Regional Center Money Purchase Plan against other Money Purchase plans on the plan type page, or view plans in Michigan on the state page. PlainRetire tracks all 133,317 ERISA-covered retirement plans in the U.S. that filed a Form 5500 for the 2023 plan year.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 383273888.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.