Plan5500

East Liverpool, 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, East Liverpool, OH has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $48,439,165 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 East Liverpool

  • 5 loaded plans hold $48.4M in reported assets across 3 sponsors.
  • The largest, Heritage Thermal Services, Inc. Retirement Savings Plan, holds 100% of reported East Liverpool plan assets.
  • Plans cover 907 participants — about 181 per plan.
  • 20% of loaded plans report full Schedule H/I financial statements.
  • 20% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$48.4MSummed across loaded plans$48,439,165
Total reported assets$48.4M$48,439,165
Total reported participants907
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$48.4M total assets
Net assets$48.4MLiabilities—
Contributions & income
Employer contributions$1M
Participant contributions$1.6M
Total income / additions$14.3M
Expenses & distributions
Benefits paid / distributions$5.2M
Total expenses$5.2M
Net increase / (decrease)$9.1M

Data coverage

Plans with financial statements1 / 5 (20%)
Plans with provider compensation1 / 5 (20%)

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

East Liverpool market comparison

Largest plan share of assets100%Heritage Thermal Services, Inc. Retirement Savings Plan
Participants per plan181Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in East Liverpool

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

  1. 1
    Heritage Thermal Services, Inc. Retirement Savings Plan$48.4M
    Heritage Thermal Services, Inc. · 2023
  2. 2
    Hill International Trucks, LLC Health & Life Insurance Plannot reported in the loaded dataset
    Hill International Trucks, LLC · 2023
  3. 3
    Martin Altmeyer Funeral Homes Health And Welfare Plannot reported in the loaded dataset
    Martin Altmeyer Funeral Home, Inc · 2023
  4. 4
    Martin Altmeyer Funeral Home, Incnot reported in the loaded dataset
    Martin Altmeyer Funeral Home, Inc · 2023
  5. 5
    Martin Altmeyer Funeral Home, Incnot reported in the loaded dataset
    Martin Altmeyer Funeral Home, Inc · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages