Plan5500

Mt. Washington, 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, Mt. Washington, KY has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $149,064,529 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
5
Latest filing year
2023

What stands out in Mt. Washington

  • 6 loaded plans hold $149.1M in reported assets across 5 sponsors.
  • The largest, Material Handling Systems, Inc. 401(K) Profit Sharing Plan, holds 98% of reported Mt. Washington plan assets.
  • Plans cover 5,693 participants — about 949 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$149.1MSummed across loaded plans$149,064,529
Total reported assets$149.1M$149,064,529
Total reported participants5.7K5,693
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$149.1M total assets
Net assets$149.1MLiabilities$0
Contributions & income
Employer contributions$7.4M
Participant contributions$15.5M
Total income / additions$48M
Expenses & distributions
Benefits paid / distributions$181.7M
Total expenses$182.1M
Net increase / (decrease)-$134.2M

Data coverage

Plans with financial statements4 / 6 (67%)
Plans with provider compensation3 / 6 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Mt. Washington, 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

Mt. Washington market comparison

Largest plan share of assets98%Material Handling Systems, Inc. 401(K) Profit Sharing Plan
Participants per plan949Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Mt. Washington

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

  1. 1
    Material Handling Systems, Inc. 401(K) Profit Sharing Plan$146.6M
    Material Handling Systems, Inc. · 2023
  2. 2
    Ermanco Conveyor, Inc. Factory Retirement Plan$2.2M
    Ermanco Conveyor, Inc. · 2023
  3. 3
    Material Handling Systems, Inc. Savings And Investment Plan$2
    Material Handling Systems, Inc. · 2023
  4. 4
    Sunrise Children'S Services Benefitsnot reported in the loaded dataset
    Sunrise Children'S Services, Inc. · 2023
  5. 5
    Material Handling Systems, Inc. Health & Welfare Plannot reported in the loaded dataset
    Material Handling Systems, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Mt. Washington, KY?
6 plan(s) reported by 5 sponsor(s) are loaded for Mt. Washington, KY.

Related Form 5500 pages