Plan5500

Cleveland Heights, 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, Cleveland Heights, OH has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $2,337,473 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
4
Latest filing year
2023

What stands out in Cleveland Heights

  • 4 loaded plans hold $2.3M in reported assets across 4 sponsors.
  • The largest, Henry Bloom M.D. Profit Sharing Plan, holds 96% of reported Cleveland Heights plan assets.
  • Plans cover 7 participants — about 2 per plan.
  • 75% 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$2.3MSummed across loaded plans$2,337,473
Total reported assets$2.3M$2,337,473
Total reported participants7
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.3M total assets
Net assets$2.3MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$566.1K
Expenses & distributions
Benefits paid / distributions$72.3K
Total expenses$72.9K
Net increase / (decrease)$493.2K

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation0 / 4 ()

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

Cleveland Heights market comparison

Largest plan share of assets96%Henry Bloom M.D. Profit Sharing Plan
Participants per plan2Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Cleveland Heights

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

  1. 1
    Henry Bloom M.D. Profit Sharing Plan$2.2M
    Henry Bloom Md · 2023
  2. 2
    Cji Group, Inc. 401(K) Profit Sharing Plan$75.3K
    Cji Group, Inc. · 2023
  3. 3
    Jeja Dynamic, Inc. Retirement Plan$12.4K
    Jeja Dynamic, Inc. · 2023
  4. 4
    Mahar Spar Industries, Incnot reported in the loaded dataset
    Mahar Spar Industries, Inc · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Cleveland Heights, OH?
4 plan(s) reported by 4 sponsor(s) are loaded for Cleveland Heights, OH.

Related Form 5500 pages