Plan5500

Englewood, 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, Englewood, OH has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $5,170,469 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023

What stands out in Englewood

  • 3 loaded plans hold $5.2M in reported assets across 2 sponsors.
  • The largest, Garber Electrical Retirement Plan, holds 100% of reported Englewood plan assets.
  • Plans cover 334 participants — about 111 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.1MSummed across loaded plans$5,128,270
Total reported assets$5.2M$5,170,469
Total reported participants334
Total reported liabilities$42.2K$42,199

Reported net position

Reported assets = net assets + liabilities (summed)$5.2M total assets
Net assets$5.1MLiabilities$42.2K
Contributions & income
Employer contributions$109K
Participant contributions$628.9K
Total income / additions$1.8M
Expenses & distributions
Benefits paid / distributions$63.3K
Total expenses$147K
Net increase / (decrease)$1.6M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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

Englewood market comparison

Largest plan share of assets100%Garber Electrical Retirement Plan
Participants per plan111Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Englewood

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

  1. 1
    Garber Electrical Retirement Plan$5.2M
    Garber Electrical Contractors · 2023
  2. 2
    Randolph S. Shaw, Dds Profit Sharing Plan & Trust$2.4K
    Randolph S. Shaw · 2023
  3. 3
    Garber Electrical Contractors Incnot reported in the loaded dataset
    Garber Electrical Contractors Inc · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Englewood, OH?
3 plan(s) reported by 2 sponsor(s) are loaded for Englewood, OH.

Related Form 5500 pages