Berea, 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, Berea, OH has 22 loaded benefit plan(s) reported by 13 plan sponsor(s), with $430,637,669 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 22
- Plan sponsors
- 13
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $430,637,669
- Total reported liabilities (EOY)
- $3,083,667
- Total reported net assets (EOY)
- $427,554,002
Contributions & income
- Employer contributions
- $7,405,375
- Participant contributions
- $10,761,867
- Total income / additions
- $76,826,669
Expenses & distributions
- Benefits paid / distributions
- $36,501,207
- Total expenses
- $36,951,518
- Net increase / (decrease)
- $39,875,151
Coverage
- Total reported participants
- 8,487
- Plans with financial statements
- 11
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Berea, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Baldwin Wallace University Defined Contribution And Tax Deferred Savings | Baldwin Wallace University | $215,312,581 | 2023 |
| Fastener Industries, Inc. Employee Stock Ownership Plan | Fastener Industries, Inc. | $86,793,388 | 2023 |
| Cleveland Browns Retirement Savings Plan | Cleveland Browns Football Company LLC | $57,834,392 | 2023 |
| Ohioguidestone 401(K) Plan | Ohioguidestone | $34,928,383 | 2023 |
| The Alloy Engineering Company Employee Stock Ownership Plan | The Alloy Engineering Company | $12,653,226 | 2023 |
| Noshok, Inc. 401(K) Profit Sharing Plan | Noshok, Inc. | $9,247,778 | 2023 |
| Jaco Manufacturing Company Employees' Savings And Profit Sharing Trust | Jaco Manufacturing Co. | $8,088,672 | 2023 |
| Midwest Transatlantic Lines, Inc. Employee Stock Ownership Plan | Midwest Transatlantic Lines, Inc. | $4,752,666 | 2023 |
| Baker Funeral Homes Inc. Profit Sharing Plan | Baker Osinski Kensinger Funeral Hm | $556,703 | 2023 |
| Root Cause Integrative Wellness Inc. Retirement Plan | Root Cause Integrative Wellness Inc. | $263,969 | 2023 |
| Pinnacle Transportation Group Incorporated 401(K) Profit Sharing Plan | Pinnacle Transportation Group Incorporated | $205,911 | 2023 |
| Fastener Industries Inc. Group Medical And Dental Plan | Fastener Industries, Inc. | not reported in the loaded dataset | 2023 |
| Aristocrat Senior Management Dba Generations Healthcare Management Erisa Wrap Plan | Aristocrat Senior Management, Ltd. | not reported in the loaded dataset | 2023 |
| Cleveland Browns Football Health Benefit Plan | Haslam Sports Group | not reported in the loaded dataset | 2023 |
| Ohio Guidestone Group Health And Welfare Plan And Cafeteria Plan | Ohioguidestone | not reported in the loaded dataset | 2023 |
| Cleveland Browns Football Ltd Plan | Haslam Sports Group | not reported in the loaded dataset | 2023 |
| Cleveland Browns Football Dental Plan | Haslam Sports Group | not reported in the loaded dataset | 2023 |
| Cleveland Browns Football Vision Plan | Haslam Sports Group | not reported in the loaded dataset | 2023 |
| Cleveland Browns Football Employee Assistance Program Plan | Haslam Sports Group | not reported in the loaded dataset | 2023 |
| Cleveland Browns Football Life Insurance Plan | Haslam Sports Group | not reported in the loaded dataset | 2023 |
| Baldwin Wallace University Health And Welfare Benefit Plan | Baldwin Wallace University | not reported in the loaded dataset | 2023 |
| Fastener Industries, Inc. Long Term Disability Plan | Fastener Industries, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Berea → · Berea plans by participants → · Berea plans with financial data → · Berea plans with provider compensation → · $1B+ plans in Berea →
Related Form 5500 pages
- All OH Form 5500 filings
- Baldwin Wallace University Defined Contribution And Tax Deferred Savings (plan 002)
- Baldwin Wallace University — all reported plans
- Fastener Industries, Inc. Employee Stock Ownership Plan (plan 002)
- Fastener Industries, Inc. — all reported plans
- Cleveland Browns Retirement Savings Plan (plan 001)
- Cleveland Browns Football Company LLC — all reported plans
- Ohioguidestone 401(K) Plan (plan 003)
- Ohioguidestone — all reported plans
- The Alloy Engineering Company Employee Stock Ownership Plan (plan 003)
- The Alloy Engineering Company — all reported plans
- Noshok, Inc. 401(K) Profit Sharing Plan (plan 001)
- Noshok, Inc. — all reported plans
- Jaco Manufacturing Company Employees' Savings And Profit Sharing Trust (plan 001)
- Jaco Manufacturing Co. — all reported plans
- Midwest Transatlantic Lines, Inc. Employee Stock Ownership Plan (plan 002)
- Midwest Transatlantic Lines, Inc. — all reported plans
- Baker Funeral Homes Inc. Profit Sharing Plan (plan 002)
- Baker Osinski Kensinger Funeral Hm — all reported plans
- Root Cause Integrative Wellness Inc. Retirement Plan (plan 001)
- Root Cause Integrative Wellness Inc. — all reported plans
- Pinnacle Transportation Group Incorporated 401(K) Profit Sharing Plan (plan 001)
- Pinnacle Transportation Group Incorporated — all reported plans
- Fastener Industries Inc. Group Medical And Dental Plan (plan 501)
- Aristocrat Senior Management Dba Generations Healthcare Management Erisa Wrap Plan (plan 501)
- Aristocrat Senior Management, Ltd. — all reported plans
- Cleveland Browns Football Health Benefit Plan (plan 520)
- Haslam Sports Group — all reported plans
- Ohio Guidestone Group Health And Welfare Plan And Cafeteria Plan (plan 501)
- Methodology
- Data sources