Plan5500

Amherst, OH 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, Amherst, OH has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $2,958,546 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
5
Latest filing year
2023

What stands out in Amherst

  • 5 loaded plans hold $3M in reported assets across 5 sponsors.
  • The largest, Scott A. Iliff Dds 401(K) Profit Sharing Plan, holds 67% of reported Amherst plan assets.
  • Plans cover 99 participants — about 20 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.9MSummed across loaded plans$2,924,421
Total reported assets$3M$2,958,546
Total reported participants99
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$3M total assets
Net assets$2.9MLiabilities—
Contributions & income
Employer contributions$49.2K
Participant contributions$87.8K
Total income / additions$513.1K
Expenses & distributions
Benefits paid / distributions$13.6K
Total expenses$27.5K
Net increase / (decrease)$485.5K

Data coverage

Plans with financial statements5 / 5 (100%)
Plans with provider compensation0 / 5 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Amherst, OH 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

Amherst market comparison

Largest plan share of assets67%Scott A. Iliff Dds 401(K) Profit Sharing Plan
Participants per plan20Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Amherst

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

  1. 1
    Scott A. Iliff Dds 401(K) Profit Sharing Plan$2M
    Scott A. Iliff Dds · 2023
  2. 2
    Firelands Radiology, Inc. 401k Profit-Sharing Plan And Trust$821.4K
    Firelands Radiology, Inc. · 2023
  3. 3
    Ohio Bricklayers Health Supplemental Plan$88.7K
    Ohio Bricklayers Health Supplemental Health Plan · 2023
  4. 4
    Bjs Properties, Inc. 401k Plan$34.1K
    Bjs Properties, Inc. · 2023
  5. 5
    Garcia Home Services, Inc. 401k Profit Sharing Plan$18.6K
    Garcia Home Services, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Amherst, OH?
5 plan(s) reported by 5 sponsor(s) are loaded for Amherst, OH.

Related Form 5500 pages