Plan5500

Berlin, 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, Berlin, OH has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $25,163,073 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

What stands out in Berlin

  • 2 loaded plans hold $25.2M in reported assets across 1 sponsors.
  • The largest, Hummel Group, Inc. Safe Harbor 401(K) Plan, holds 100% of reported Berlin plan assets.
  • Plans cover 333 participants — about 167 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$25.2MSummed across loaded plans$25,163,073
Total reported assets$25.2M$25,163,073
Total reported participants333
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$25.2M total assets
Net assets$25.2MLiabilities$0
Contributions & income
Employer contributions$948.7K
Participant contributions$1.1M
Total income / additions$5.5M
Expenses & distributions
Benefits paid / distributions$2.1M
Total expenses$2.1M
Net increase / (decrease)$3.3M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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

Berlin market comparison

Largest plan share of assets100%Hummel Group, Inc. Safe Harbor 401(K) Plan
Participants per plan167Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Berlin

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

  1. 1
    Hummel Group, Inc. Safe Harbor 401(K) Plan$25.2M
    Hummel Group, Inc. · 2023
  2. 2
    Hummel Group, Inc. Welfare Benefits Plannot reported in the loaded dataset
    Hummel Group, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages