Plan5500

Bremen, 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, Bremen, OH has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $21,774,893 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 Bremen

  • 2 loaded plans hold $21.8M in reported assets across 1 sponsors.
  • The largest, Westerman, Inc. 401(K) Plan, holds 100% of reported Bremen plan assets.
  • Plans cover 937 participants — about 469 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$21.8MSummed across loaded plans$21,774,893
Total reported assets$21.8M$21,774,893
Total reported participants937
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$21.8M total assets
Net assets$21.8MLiabilities$0
Contributions & income
Employer contributions$1.1M
Participant contributions$2.1M
Total income / additions$7.3M
Expenses & distributions
Benefits paid / distributions$2.8M
Total expenses$2.8M
Net increase / (decrease)$4.4M

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 Bremen, 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

Bremen market comparison

Largest plan share of assets100%Westerman, Inc. 401(K) Plan
Participants per plan469Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Bremen

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

  1. 1
    Westerman, Inc. 401(K) Plan$21.8M
    Westerman, Inc. · 2023
  2. 2
    Westerman, Inc. Health And Welfare Plannot reported in the loaded dataset
    Westerman, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages