Other
2022 plan-year Other DOL Form 5500

Keweenaw Bay Indian Community Defined Benefit Plan

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

Sponsored by Keweenaw Bay Indian Community · Michigan · Arts, Entertainment & Recreation

What the 2023 filing shows

Keweenaw Bay Indian Community Defined Benefit Plan holds $35M for 110 participants — about $320,672 per participant, down 15.1% over the 2022 plan year.

$35M
total plan assets (2022 EOY)
110
covered participants
$320,672
avg assets per participant
-15.1%
assets change YoY

The plan reported a net loss of $6M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$35M
Participants
110
State
Industry
Arts, Entertainment & Recreation

What the Filing Says About Keweenaw Bay Indian Community Defined Benefit Plan

Keweenaw Bay Indian Community Defined Benefit Plan is a Other retirement plan sponsored by Keweenaw Bay Indian Community, headquartered in Michigan. As of the 2022 Form 5500 filing, the plan reports $35M in total end-of-year assets and covers 110 participants across the Arts, Entertainment & Recreation industry. The sponsor's EIN on file with the U.S. Department of Labor is 381743340, and the plan has been effective since 1996-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $42M at the beginning of 2022 to $35M at year-end — a decline of 15.1%. Net assets (after liabilities) closed the year at $35M, with reported net income of $-6,271,287 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)$42M
Total Assets (End of Year)$35M
Net Assets (End of Year)$35M
Net Income$-6,271,287
Plan TypeOther
Employer EIN381743340
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Keweenaw Bay Indian Community)

Year Plans Participants Total Assets
2022 2 527 $60M
2023 2 716 $29M
2024 1 629 $32M

Nearby Other Plans in Michigan

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Keweenaw Bay Indian Community Defined Benefit Plan?
As of the 2022 Form 5500 filing, Keweenaw Bay Indian Community Defined Benefit Plan holds $35M in total assets with 110 participants. It is sponsored by Keweenaw Bay Indian Community.
What type of plan is Keweenaw Bay Indian Community Defined Benefit Plan?
Keweenaw Bay Indian Community Defined Benefit Plan is a Other plan. It has been effective since 1996-01-01. The plan is filed with the U.S. Department of Labor under EIN 381743340.
Who sponsors the Keweenaw Bay Indian Community Defined Benefit Plan?
Keweenaw Bay Indian Community Defined Benefit Plan is sponsored by Keweenaw Bay Indian Community, located in Michigan. The sponsor's EIN is 381743340 and the plan operates in the Arts, Entertainment & Recreation industry.
How did Keweenaw Bay Indian Community Defined Benefit Plan perform in 2022?
Keweenaw Bay Indian Community Defined Benefit Plan declined by 15.1% during 2022, moving from $42M to $35M in total assets. Net income was $-6,271,287.
Where can I find official filings for Keweenaw Bay Indian Community Defined Benefit Plan?
Official Form 5500 filings for Keweenaw Bay Indian Community Defined Benefit Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 381743340 or plan name at efast.dol.gov.
How does Keweenaw Bay Indian Community Defined Benefit Plan compare to other plans?
You can compare Keweenaw Bay Indian Community Defined Benefit Plan against other Other plans on the plan type page, or view plans in Michigan on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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 381743340.

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.