Erlanger, KY 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, Erlanger, KY has 39 loaded benefit plan(s) reported by 18 plan sponsor(s), with $11,042,454,085 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 39
- Plan sponsors
- 18
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $11,042,454,085
- Total reported liabilities (EOY)
- $29,912
- Total reported net assets (EOY)
- $11,042,424,173
Contributions & income
- Employer contributions
- $356,837,932
- Participant contributions
- $615,687,331
- Total income / additions
- $2,650,380,278
Expenses & distributions
- Benefits paid / distributions
- $1,244,452,188
- Total expenses
- $1,257,229,104
- Net increase / (decrease)
- $1,393,151,174
Coverage
- Total reported participants
- 258,537
- Plans with financial statements
- 18
- Plans with provider compensation
- 14
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Erlanger, KY 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 |
|---|---|---|---|
| Commonspirit Health 401(K) Retirement Savings Plan | Commonspirit Health | $7,871,320,063 | 2023 |
| Commonspirit Health Erisa 403(B) Plan | Commonspirit Health | $2,614,894,735 | 2023 |
| Toyota Boshoku America, Inc. 401(K) Profit Sharing Plan & Trust | Toyota Boshoku America, Inc. | $193,149,626 | 2023 |
| Fischer Homes 401(K) Profit Plus Plan And Trust | Fischer Management, LLC | $78,757,751 | 2023 |
| Savings & Investment Plan For Employees Of Disabled American Veterans | Disabled American Veterans | $74,258,256 | 2023 |
| Perfetti Van Melle, Inc. 401(K) Plan And Trust | Perfetti Van Melle Usa Inc. | $73,301,716 | 2023 |
| Disabled American Veterans Retirement / Pension Equity Plan | Disabled American Veterans | $69,954,918 | 2023 |
| Post Glover Resistors Inc. 401k Retirement Plan | Post Glover Resistors, Inc. | $25,908,653 | 2023 |
| Bob Sumerel Tire Co., Inc 401(K) And Profit Sharing Plan | Bob Sumerel Tire Company | $12,240,007 | 2023 |
| Jewel-Craft, Inc. Profit Sharing Plan | Jewel-Craft, Inc. | $9,073,647 | 2023 |
| Specialty Interiors, Inc. 401(K) Plan | Specialty Interiors, Inc. | $3,881,010 | 2023 |
| Disabled American Veterans Paid Time Off & Trust | Disabled American Veterans | $3,703,661 | 2023 |
| Viox And Viox, Inc. Profit Sharing 401(K) Plan | Viox And Viox, Inc. | $3,506,235 | 2023 |
| Perfetti Van Melle Usa, Inc. Pension Plan | Perfetti Van Melle Usa, Inc. | $3,474,776 | 2023 |
| Trancy Logistics America Corporation 401(K) Savings Plan | Trancy Logistics America Corporation | $2,453,140 | 2023 |
| Flagship Communities 401(K) Plan | Management Fc, LLC | $1,495,908 | 2023 |
| Linnemann Funeral Homes 401k Retirement Plan | Linnemann Funeral Homes | $1,079,573 | 2023 |
| Cnb Ventures Inc 401(K) Plan | Cnb Ventures Inc | $410 | 2023 |
| Management Fc, LLC Health And Welfare Plan | Management Fc, LLC | not reported in the loaded dataset | 2023 |
| Trancy Logistics Life, Add And Dental Plan | Trancy Logistics America Corporation | not reported in the loaded dataset | 2023 |
| Trancy Logistics Medical Plan | Trancy Logistics America Corporation | not reported in the loaded dataset | 2023 |
| Trancy Logistics Vision Plan | Trancy Logistics America Corporation | not reported in the loaded dataset | 2023 |
| Van Melle Usa Welfare Benefit Plan | Perfetti Van Melle Usa, Inc. | not reported in the loaded dataset | 2023 |
| Telema Holdings Usa | Telema Holdings Usa | not reported in the loaded dataset | 2023 |
| Dental Plan | Telema Holdings Usa | not reported in the loaded dataset | 2023 |
Largest plans in Erlanger → · Erlanger plans by participants → · Erlanger plans with financial data → · Erlanger plans with provider compensation → · $1B+ plans in Erlanger →
Related Form 5500 pages
- All KY Form 5500 filings
- Commonspirit Health 401(K) Retirement Savings Plan (plan 002)
- Commonspirit Health — all reported plans
- Commonspirit Health Erisa 403(B) Plan (plan 010)
- Toyota Boshoku America, Inc. 401(K) Profit Sharing Plan & Trust (plan 001)
- Toyota Boshoku America, Inc. — all reported plans
- Fischer Homes 401(K) Profit Plus Plan And Trust (plan 001)
- Fischer Management, LLC — all reported plans
- Savings & Investment Plan For Employees Of Disabled American Veterans (plan 002)
- Disabled American Veterans — all reported plans
- Perfetti Van Melle, Inc. 401(K) Plan And Trust (plan 002)
- Perfetti Van Melle Usa Inc. — all reported plans
- Disabled American Veterans Retirement / Pension Equity Plan (plan 001)
- Post Glover Resistors Inc. 401k Retirement Plan (plan 001)
- Post Glover Resistors, Inc. — all reported plans
- Bob Sumerel Tire Co., Inc 401(K) And Profit Sharing Plan (plan 001)
- Bob Sumerel Tire Company — all reported plans
- Jewel-Craft, Inc. Profit Sharing Plan (plan 001)
- Jewel-Craft, Inc. — all reported plans
- Specialty Interiors, Inc. 401(K) Plan (plan 001)
- Specialty Interiors, Inc. — all reported plans
- Disabled American Veterans Paid Time Off & Trust (plan 525)
- Viox And Viox, Inc. Profit Sharing 401(K) Plan (plan 001)
- Viox And Viox, Inc. — all reported plans
- Perfetti Van Melle Usa, Inc. Pension Plan (plan 001)
- Trancy Logistics America Corporation 401(K) Savings Plan (plan 001)
- Trancy Logistics America Corporation — all reported plans
- Methodology
- Data sources