Plan5500

Ft. Mitchell, 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, Ft. Mitchell, KY has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $25,000,714 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
4
Latest filing year
2023

What stands out in Ft. Mitchell

  • 5 loaded plans hold $25M in reported assets across 4 sponsors.
  • The largest, Bayer & Becker, Inc. 401(K) Plan, holds 52% of reported Ft. Mitchell plan assets.
  • Plans cover 2,014 participants — about 403 per plan.
  • 40% of loaded plans report full Schedule H/I financial statements.
  • 20% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$25MSummed across loaded plans$25,000,696
Total reported assets$25M$25,000,714
Total reported participants2K2,014
Total reported liabilities$18

Reported net position

Reported assets = net assets + liabilities (summed)$25M total assets
Net assets$25MLiabilities$18
Contributions & income
Employer contributions$794.1K
Participant contributions$1.8M
Total income / additions$6.2M
Expenses & distributions
Benefits paid / distributions$555.4K
Total expenses$620.3K
Net increase / (decrease)$5.6M

Data coverage

Plans with financial statements2 / 5 (40%)
Plans with provider compensation1 / 5 (20%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Ft. Mitchell, 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.

Computed from loaded plans

Ft. Mitchell market comparison

Largest plan share of assets52%Bayer & Becker, Inc. 401(K) Plan
Participants per plan403Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Ft. Mitchell

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Bayer & Becker, Inc. 401(K) Plan$12.9M
    Bayer & Becker, Inc. · 2023
  2. 2
    Erigo 401(K) Plan$12.1M
    Erigo, Inc. / Northkey Community Care · 2023
  3. 3
    The Drees Company Welfare Benefit Plannot reported in the loaded dataset
    The Drees Company · 2023
  4. 4
    American Trailer Rental Group Health & Welfare Plannot reported in the loaded dataset
    American Trailer Rental Group · 2023

Largest plans in Ft. Mitchell → · Ft. Mitchell plans by participants → · Ft. Mitchell plans with financial data → · Ft. Mitchell plans with provider compensation → · $1B+ plans in Ft. Mitchell →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Ft. Mitchell, KY?
5 plan(s) reported by 4 sponsor(s) are loaded for Ft. Mitchell, KY.

Related Form 5500 pages