Plan5500

Cleves, 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, Cleves, OH has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $14,608,366 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
4
Latest filing year
2023

What stands out in Cleves

  • 5 loaded plans hold $14.6M in reported assets across 4 sponsors.
  • The largest, Wm. Kramer & Son, Inc. Profit Sharing And 401(K) Plan, holds 61% of reported Cleves plan assets.
  • Plans cover 334 participants — about 67 per plan.
  • 80% 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$6MSummed across loaded plans$5,984,422
Total reported assets$14.6M$14,608,366
Total reported participants334
Total reported liabilities$8.6M$8,623,944

Reported net position

Reported assets = net assets + liabilities (summed)$14.6M total assets
Net assets$6MLiabilities$8.6M
Contributions & income
Employer contributions$800K
Participant contributions$460K
Total income / additions-$3.9M
Expenses & distributions
Benefits paid / distributions$539.3K
Total expenses$820.2K
Net increase / (decrease)-$4.8M

Data coverage

Plans with financial statements4 / 5 (80%)
Plans with provider compensation0 / 5 ()

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

Cleves market comparison

Largest plan share of assets61%Wm. Kramer & Son, Inc. Profit Sharing And 401(K) Plan
Participants per plan67Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Cleves

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

  1. 1
    Wm. Kramer & Son, Inc. Profit Sharing And 401(K) Plan$8.9M
    Wm. Kramer & Son, Inc. · 2023
  2. 2
    Stock Mfg. & Design Co., Inc. 401(K) Plan$2.7M
    Stock Mfg. & Design Co. Inc. · 2023
  3. 3
    Tisch, Inc. Employee Stock Ownership Plan$2.3M
    Tisch, Inc. · 2023
  4. 4
    Rr&T Services Inc. 401(K) Plan$679.2K
    Rr&T Services, Inc. · 2023
  5. 5
    Stock Manufacturing & Design Co Incnot reported in the loaded dataset
    Stock Manufacturing & Design Co In · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages