Delaware, 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, Delaware, OH has 43 loaded benefit plan(s) reported by 27 plan sponsor(s), with $1,292,484,225 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
43
Plan sponsors
27
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$1,292,484,225
Total reported liabilities (EOY)
$5,495,974
Total reported net assets (EOY)
$1,286,988,251

Contributions & income

Employer contributions
$31,058,795
Participant contributions
$55,951,899
Total income / additions
$279,211,242

Expenses & distributions

Benefits paid / distributions
$138,848,658
Total expenses
$140,535,821
Net increase / (decrease)
$138,675,421

Coverage

Total reported participants
53,813
Plans with financial statements
24
Plans with provider compensation
13

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

Largest loaded plans by reported assets

Largest loaded plans in Delaware, OH
PlanSponsorReported assets (EOY)Year
Greif 401(K) Retirement PlanGreif Packaging LLC$808,079,9992023
Ohio Wesleyan University Defined Contribution Retirement Plan And Tax Deferred Annuity PlanOhio Wesleyan University$183,165,2432023
Franchise Group, Inc. 401(K) PlanFranchise Group, Inc.$159,109,7722023
Jeg'S Group Employees 401(K) Profit Sharing PlanJeg'S Automotive, LLC$21,095,8642023
Luvata Ohio, Inc. 401(K) PlanLuvata Ohio, Inc.$15,361,1772023
Methodist Theological School DcMethodist Theological School In Ohio$14,694,6352023
Cf & K 401(K) Profit Sharing PlanLiberty Casting Company, LLC$12,715,1092023
Luvata Ohio, Inc. Retirement PlanLuvata Ohio, Inc.$12,680,2722023
Inno-Pak, LLC 401(K) Profit Sharing PlanInno Pak, LLC$12,452,1182023
Sky Climber 401(K) Profit Sharing & TrustSky Climber, LLC$12,035,5322023
Willow Brook 403(B) Retirement PlanWillow Brook Christian Services$10,846,6452023
Midwest Acoust-A-Fiber, Inc. 401k Profit Sharing Plan & TrustMidwest Acoust-A-Fiber, Inc.$6,655,1432023
Sam Dong America 401(K) PlanSam Dong America, Inc.$6,466,3452023
Sourcepoint Matched Savings PlanSourcepoint$6,097,5192023
Strategic Media Placement, Inc. Employee Stock Ownership Plan And TrustStrategic Media Placement, Inc.$4,008,5462023
Mediu, Inc. Employee Stock Ownership PlanMediu, Inc.$3,576,9802023
Sadineni Company 401(K) PlanSadineni Company$2,442,8872023
Jemm Beauty, Inc. Retirement PlanJemm Beauty, Inc.$309,9752023
Blackwood Ventures Inc. Retirement PlanBlackwood Ventures Inc.$235,1432023
Samahivar 401kSamahivar, Inc.$154,6092023
Clb 23 Corp. 401(K) PlanClb 23 Corp.$112,6182023
E&E Sports Enrichment, Inc. Profit Sharing PlanE&E Sports Enrichment, Inc.$100,2452023
Waters, Inc. Retirement PlanWaters, Inc.$54,6302023
Enjoying Ur Golden Years Inc Retirement PlanEnjoying Our Golden Years Inc$33,2192023
Greif, Inc. Retiree Health And Welfare PlanGreif Packaging LLCnot reported in the loaded dataset2023

Related Form 5500 pages