Plan5500

Bellevue, 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, Bellevue, OH has 7 loaded benefit plan(s) reported by 5 plan sponsor(s), with $85,356,345 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
5
Latest filing year
2023

What stands out in Bellevue

  • 7 loaded plans hold $85.4M in reported assets across 5 sponsors.
  • The largest, The Bellevue Hospital 401(K) Plan The Bellevue Hospital, holds 57% of reported Bellevue plan assets.
  • Plans cover 1,268 participants — about 181 per plan.
  • 71% of loaded plans report full Schedule H/I financial statements.
  • 29% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$81.6MSummed across loaded plans$81,626,487
Total reported assets$85.4M$85,356,345
Total reported participants1.3K1,268
Total reported liabilities$3.7M$3,729,858

Reported net position

Reported assets = net assets + liabilities (summed)$85.4M total assets
Net assets$81.6MLiabilities$3.7M
Contributions & income
Employer contributions$1.2M
Participant contributions$2.7M
Total income / additions$13.9M
Expenses & distributions
Benefits paid / distributions$6.3M
Total expenses$6.5M
Net increase / (decrease)$7.3M

Data coverage

Plans with financial statements5 / 7 (71%)
Plans with provider compensation2 / 7 (29%)

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

Bellevue market comparison

Largest plan share of assets57%The Bellevue Hospital 401(K) Plan The Bellevue Hospital
Participants per plan181Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Bellevue

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

  1. 1
    The Bellevue Hospital 401(K) Plan The Bellevue Hospital$48.8M
    The Bellevue Hospital · 2023
  2. 2
    Bellevue State Bank Employee Stock Ownership Plan$25.6M
    Bellevue State Bank · 2023
  3. 3
    First National Bank Of Bellevue 401(K) Plan$6.4M
    First National Bank Of Bellevue · 2023
  4. 4
    Firelands Federal Credit Union 401(K) Plan And Trust$3.2M
    Firelands Federal Credit Union · 2023
  5. 5
    The Bellevue Manufacturing Company Uaw Retirement Income Plan$1.4M
    The Bellevue Manufacturing Company Uaw Retirement Income Plan · 2023
  6. 6
    The Bellevue Manufacturing Co. Life Insurance Plannot reported in the loaded dataset
    The Bellevue Manufacturing Company · 2023
  7. 7
    The Bellevue Hospital Employee Benefits Plannot reported in the loaded dataset
    The Bellevue Hospital · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages