Plan5500

Circleville, 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, Circleville, OH has 9 loaded benefit plan(s) reported by 9 plan sponsor(s), with $32,115,215 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
9
Latest filing year
2023

What stands out in Circleville

  • 9 loaded plans hold $32.1M in reported assets across 9 sponsors.
  • The largest, Health Care Logistics, Inc. 401(K) Plan, holds 51% of reported Circleville plan assets.
  • Plans cover 967 participants — about 107 per plan.
  • 89% of loaded plans report full Schedule H/I financial statements.
  • 22% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$9.2MSummed across loaded plans$9,230,702
Total reported assets$32.1M$32,115,215
Total reported participants967
Total reported liabilities$22.9M$22,884,513

Reported net position

Reported assets = net assets + liabilities (summed)$32.1M total assets
Net assets$9.2MLiabilities$22.9M
Contributions & income
Employer contributions$2.8M
Participant contributions$1.2M
Total income / additions-$13.9M
Expenses & distributions
Benefits paid / distributions$1.5M
Total expenses$2.6M
Net increase / (decrease)-$16.5M

Data coverage

Plans with financial statements8 / 9 (89%)
Plans with provider compensation2 / 9 (22%)

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

Circleville market comparison

Largest plan share of assets51%Health Care Logistics, Inc. 401(K) Plan
Participants per plan107Average across loaded plans
Plan sponsors9
Ranked by reported assets

Largest loaded plans in Circleville

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

  1. 1
    Health Care Logistics, Inc. 401(K) Plan$16.4M
    Health Care Logistics, Inc. · 2023
  2. 2
    Ned I Riegel Dds Ms Pc Profit Sharing Plan$6.5M
    Ned I. Riegel, Dds Ms Pc Inc. · 2023
  3. 3
    Ely, Dubos & Stewart, D.D.S., Inc. 401(K) Plan$3.2M
    Ely, Dubos & Stewart, D.D.S., Inc. · 2023
  4. 4
    Forjak Employee Stock Ownership Plan$3M
    Forjak Industrial, Inc. · 2023
  5. 5
    Guter Center For Family & Cosmetic Dentisty Inc Profit Sharing Plan$2.2M
    Guter Center For Family & Cosmetic Dentistry Inc Profit Sharing Plan · 2023
  6. 6
    4aces Inc. Retirement Plan$585.5K
    4aces Inc. · 2023
  7. 7
    Circle Pointe, Inc. 401(K) Plan$134.3K
    Circle Pointe, Inc. · 2023
  8. 8
    Hummel & Plum Veba Trust$6.9K
    Hummel & Plum Veba Hummel & Plum Insurance Agency Inc · 2023
  9. 9
    Health Care Logistics Health And Welfare Plannot reported in the loaded dataset
    Health Care Logistics · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Circleville, OH?
9 plan(s) reported by 9 sponsor(s) are loaded for Circleville, OH.

Related Form 5500 pages