401(k) · DOL Form 5500 · 2022

Client Financial Services of Michigan, LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
118
Participants Small participant base
28th
Percentile by assets National rank
$11,246
Avg per participant Low balance/head
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Official DOL plan name: Client Financial Services of Michigan LLC 401(k) Profit Sharing Plan · Sponsored by Client Financial Services of Michigan, LLC · Michigan · Administrative & Support Services

$1M in assets, 118 participants

Client Financial Services of Michigan, LLC's Client Financial Services of Michigan LLC 401(k) Profit Sharing Plan reported $1M in total assets and 118 participants in its 2022 DOL Form 5500 filing, ranking in the 28th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,521 in Administrative & Support Services (4,927 peers)

Coverage in Michigan

Client Financial Services of Michigan LLC 401(k) Profit Sharing Plan covers 118 participants in Michigan, about 19% of the average Michigan filer (state average ~638 per filing). Assets: $1M.

#2,521
in Administrative & Support Services (4,927 peers)
-18.8%
assets change YoY

The plan reported a net loss of $308K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Client Financial Services of Michigan LLC 401(k) Profit Sharing Plan among the smaller filed plans by assets

Client Financial Services of Michigan LLC 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,327,019 28th percentile higher than 28% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Client Financial Services of Michigan LLC 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Client Financial Services of Michigan LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (118 participants).

DOL schedule card

Filing strip 371517313 · Client Financial Services of Michigan, LLC PY 2022 · 401(k)

Client Financial Services of Michigan LLC 401(k) Profit Sharing Plan · $1M · 118 · 28th

  • PART $1M
  • TYPE 118
  • NET 28th
  • BOOK 401(k)
  • VS-ST near Schumann Steier Inc 401(k) Profit Sharing Plan & Trust
  • BOY ind #2521

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Administrative & Support Services retirement plans → · Plans in Michigan →

Client Financial Services of Michigan LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Client Financial Services of Michigan LLC 401(k) Profit Sharing PlanClient Financial Services of…$1MSchumann Steier Inc 401(k) Profit Sharing Plan & TrustSchumann Steier Inc 401(k) P…$1MAyer Profit Sharing Plan$1MCorrhealth 401(k)$1MBci Retirement Plan$1M
End-of-year total assets ($M) among Client Financial Services of Michigan LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Michigan filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$308K
Employer EIN371517313
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Client Financial Services of Michigan, LLC)

Sponsor-wide plan assets over time

All Client Financial Services of Michigan, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 61.654053182358346% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.33M $2.15M ▲ +61.7%
Year Plans Participants Total Assets
2022 1 118 $1M
2023 1 125 $2M
2024 1 127 $2M

Nearby 401(k) Plans in Michigan

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Client Financial Services of Michigan LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Client Financial Services of Michigan LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.001327019 · Participants: 118Client Financial Services of Michigan LLC 401(k) Profit Sharing PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 18.071817726 · Participants: 43382General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 13.833597622 · Participants: 32974Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 9.307640951 · Participants: 16930The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 7.545889119 · Participants: 40458The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 6.44558193 · Participants: 57811Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Client Financial Services of Michigan LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Client Financial Services of Michigan LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Client Financial Services of Michigan LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Schumann Steier Inc 401(k) Profit Sharing Plan & Trust in TX ($1M); by covered participants it is Lumbee Tribe Enterprises, LLC 401(k) Plan in NC (118 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (118 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Client Financial Services of Michigan LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Client Financial Services of Michigan LLC 401(k) Profit Sharing Plan declined sharply - down 18.8% during 2022, from $2M to $1M. Reported net income was -$308K.
How have Client Financial Services of Michigan, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Client Financial Services of Michigan, LLC's sponsor-wide assets grew 61.7%, from $1M to $2M.
Which 401(k) plans are similar in size to Client Financial Services of Michigan LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Schumann Steier Inc 401(k) Profit Sharing Plan & Trust in TX ($1M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Client Financial Services of Michigan LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lumbee Tribe Enterprises, LLC 401(k) Plan in NC (118 participants, N/A in assets).

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 371517313.

Read our methodology - how this data is sourced, computed, and verified.

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