Plan5500

Batavia, 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, Batavia, OH has 15 loaded benefit plan(s) reported by 15 plan sponsor(s), with $491,184,402 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
15
Plan sponsors
15
Latest filing year
2023

What stands out in Batavia

  • 15 loaded plans hold $491.2M in reported assets across 15 sponsors.
  • The largest, Multi-Color 401(K) Savings Plan, holds 89% of reported Batavia plan assets.
  • Plans cover 5,444 participants — about 363 per plan.
  • 80% 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$488.2MSummed across loaded plans$488,204,190
Total reported assets$491.2M$491,184,402
Total reported participants5.4K5,444
Total reported liabilities$3M$2,980,212

Reported net position

Reported assets = net assets + liabilities (summed)$491.2M total assets
Net assets$488.2MLiabilities$3M
Contributions & income
Employer contributions$11.8M
Participant contributions$24M
Total income / additions$113.8M
Expenses & distributions
Benefits paid / distributions$62.7M
Total expenses$63.6M
Net increase / (decrease)$50.2M

Data coverage

Plans with financial statements12 / 15 (80%)
Plans with provider compensation3 / 15 (20%)

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

Batavia market comparison

Largest plan share of assets89%Multi-Color 401(K) Savings Plan
Participants per plan363Average across loaded plans
Plan sponsors15
Ranked by reported assets

Largest loaded plans in Batavia

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

  1. 1
    Multi-Color 401(K) Savings Plan$438.4M
    Multi-Color Corporation · 2023
  2. 2
    Sportsman'S Market, Inc. Tax Deferred Savings Plan$28M
    Sportsman'S Market, Inc. · 2023
  3. 3
    Site Supply Employee Stock Ownership Plan$11.7M
    Site Supply, Inc. · 2023
  4. 4
    Sharefax Credit Union 401(K) Savings Plan And Trust$8.4M
    Sharefax Credit Union, Inc. · 2023
  5. 5
    Towne Construction Services, LLC Retirement Savings Plan$1.9M
    Towne Construction Services, LLC · 2023
  6. 6
    John D. Woliver Profit Sharing Plan$852.3K
    John D. Woliver, Attorney At Law · 2023
  7. 7
    Fwb Construction, Inc. 401 (K) Profit Sharing Plan & Trust$770.5K
    Fwb Construction, Inc. · 2023
  8. 8
    G & M Retirement Plan$592.2K
    Margaret S. Fernandez · 2023
  9. 9
    Vita Management Solutions, Inc. 401(K) Plan$336.2K
    Vita Management Solutions, Inc. · 2023
  10. 10
    The Shine Free Corp 401(K) Plan$100.8K
    The Shine Free Corp · 2023
  11. 11
    Ameson Insurance Group Retirement Plan$86.6K
    Ameson Insurance Group, Inc. · 2023
  12. 12
    Slaughterhouse Sub'S, Inc. 401(K) Profit Sharing Plan$51.3K
    Slaughterhouse Sub'S, Inc. · 2023
  13. 13
    Auto Temp Inc. Welfare Benefit Plannot reported in the loaded dataset
    Auto Temp Inc. · 2023
  14. 14
    Holman Motors, Inc. Employee Benefits Plannot reported in the loaded dataset
    Holman Motors, Inc. · 2023
  15. 15
    American Micro Products, Inc Welfare Benefits Plannot reported in the loaded dataset
    American Micro Products, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Batavia, OH?
15 plan(s) reported by 15 sponsor(s) are loaded for Batavia, OH.

Related Form 5500 pages