Plan5500

Brookville, 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, Brookville, OH has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $24,816,119 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
3
Latest filing year
2023

What stands out in Brookville

  • 5 loaded plans hold $24.8M in reported assets across 3 sponsors.
  • The largest, Green Tokai Co., Ltd. 401(K) Plan, holds 75% of reported Brookville plan assets.
  • Plans cover 1,587 participants — about 317 per plan.
  • 60% of loaded plans report full Schedule H/I financial statements.
  • 60% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$24.8MSummed across loaded plans$24,816,119
Total reported assets$24.8M$24,816,119
Total reported participants1.6K1,587
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$24.8M total assets
Net assets$24.8MLiabilities$0
Contributions & income
Employer contributions$343.7K
Participant contributions$974.3K
Total income / additions$5.7M
Expenses & distributions
Benefits paid / distributions$3M
Total expenses$3M
Net increase / (decrease)$2.7M

Data coverage

Plans with financial statements3 / 5 (60%)
Plans with provider compensation3 / 5 (60%)

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

Brookville market comparison

Largest plan share of assets75%Green Tokai Co., Ltd. 401(K) Plan
Participants per plan317Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Brookville

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

  1. 1
    Green Tokai Co., Ltd. 401(K) Plan$18.7M
    Green Tokai Co., Ltd. · 2023
  2. 2
    Kuhns Mold & Tool Co Inc 401(K) Profit Sharing Plan & Trust$4.6M
    Kuhns Mold & Tool Co Inc · 2023
  3. 3
    Brookville Enterprises 401(K) Plan$1.6M
    Brookville Enterprises · 2023
  4. 4
    Brookville Enterprises, Inc. And Subsidiaries Group Benefit Plannot reported in the loaded dataset
    Brookville Enterprises, Inc. And Subsidiaries · 2023
  5. 5
    Green Tokai Company, Ltd. Employee Benefit Plannot reported in the loaded dataset
    Green Tokai Company, Ltd. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Brookville, OH?
5 plan(s) reported by 3 sponsor(s) are loaded for Brookville, OH.

Related Form 5500 pages