Plan5500

Andover, 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, Andover, OH has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $10,546,729 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Andover

  • 1 loaded plans hold $10.5M in reported assets across 1 sponsors.
  • The largest, Andover Bank Employees Stock Purchase Plan, holds 100% of reported Andover plan assets.
  • Plans cover 133 participants — about 133 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$7.8MSummed across loaded plans$7,846,586
Total reported assets$10.5M$10,546,729
Total reported participants133
Total reported liabilities$2.7M$2,700,143

Reported net position

Reported assets = net assets + liabilities (summed)$10.5M total assets
Net assets$7.8MLiabilities$2.7M
Contributions & income
Employer contributions$387.4K
Participant contributions$317K
Total income / additions$797.2K
Expenses & distributions
Benefits paid / distributions$314K
Total expenses$315.9K
Net increase / (decrease)$481.3K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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

Andover market comparison

Largest plan share of assets100%Andover Bank Employees Stock Purchase Plan
Participants per plan133Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Andover

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

  1. 1
    Andover Bank Employees Stock Purchase Plan$10.5M
    Andover Bank · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Andover, OH?
1 plan(s) reported by 1 sponsor(s) are loaded for Andover, OH.

Related Form 5500 pages