Plan5500

Birmingham, 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, Birmingham, OH has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $30,602,718 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 Birmingham

  • 2 loaded plans hold $30.6M in reported assets across 1 sponsors.
  • The largest, Bettcher Industries, Inc. Employee Stock Ownership Plan, holds 100% of reported Birmingham plan assets.
  • Plans cover 317 participants — about 159 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$30.6MSummed across loaded plans$30,602,718
Total reported assets$30.6M$30,602,718
Total reported participants317
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$30.6M total assets
Net assets$30.6MLiabilities$0
Contributions & income
Total income / additions$2M
Expenses & distributions
Benefits paid / distributions$18.1K
Total expenses$18.1K
Net increase / (decrease)$2M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

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

Birmingham market comparison

Largest plan share of assets100%Bettcher Industries, Inc. Employee Stock Ownership Plan
Participants per plan159Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Birmingham

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

  1. 1
    Bettcher Industries, Inc. Employee Stock Ownership Plan$30.6M
    Red Barn Holdings, Inc. · 2023
  2. 2
    Bettcher Industries, Inc. Wrap Benefits Plannot reported in the loaded dataset
    Bettcher Industries, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages