Plan5500

Athens, 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, Athens, OH has 7 loaded benefit plan(s) reported by 6 plan sponsor(s), with $25,781,961 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
6
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$25.8MSummed across loaded plans$25,781,961
Total reported assets$25.8M$25,781,961
Total reported participants692
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$25.8M total assets
Net assets$25.8MLiabilities$0
Contributions & income
Employer contributions$878.1K
Participant contributions$756.8K
Total income / additions$4.9M
Expenses & distributions
Benefits paid / distributions$964.3K
Total expenses$1M
Net increase / (decrease)$3.9M

Data coverage

Plans with financial statements4 / 7 (57%)
Plans with provider compensation1 / 7 (14%)

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

Athens market comparison

Largest plan share of assets74%Oucu Financial Credit Union 401k Plan
Participants per plan99Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Athens

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

  1. 1
    Oucu Financial Credit Union 401k Plan$19M
    Oucu Financial Credit Union Inc. · 2023
  2. 2
    Stewart-Macdonald Mfg. Co., Inc. 401(K) Retirement Plan$6.5M
    Stewart-Macdonald Mfg. Co., Inc. · 2023
  3. 3
    Mre Goc Inc. Retirement Plan$316.8K
    Mre Goc Inc. · 2023
  4. 4
    Circle D Transportation Co. 401(K) Plan$0
    Circle D Transportation Co. · 2023
  5. 5
    Health Recovery Services, Inc. Cafeteria Plannot reported in the loaded dataset
    Health Recovery Services, Inc. · 2023
  6. 6
    Ohiohealth Obleness Hospital Medical Plannot reported in the loaded dataset
    Sheltering Arms Hospital Foundation · 2023
  7. 7
    Oucu Financial Credit Union Inc. Corporate Accident - Accidental Death And Dismemberment Plannot reported in the loaded dataset
    Oucu Financial Credit Union Inc. · 2023

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

Related Form 5500 pages