Plan5500

Euclid, 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, Euclid, OH has 6 loaded benefit plan(s) reported by 6 plan sponsor(s), with $11,948,649 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
6
Latest filing year
2023

What stands out in Euclid

  • 6 loaded plans hold $11.9M in reported assets across 6 sponsors.
  • The largest, Daugherty Construction, Inc. 401(K) Profit Sharing Plan And Trust, holds 54% of reported Euclid plan assets.
  • Plans cover 744 participants — about 124 per plan.
  • 67% 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$11.9MSummed across loaded plans$11,948,649
Total reported assets$11.9M$11,948,649
Total reported participants744
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$11.9M total assets
Net assets$11.9MLiabilities$0
Contributions & income
Employer contributions$301.2K
Participant contributions$385.1K
Total income / additions$2.6M
Expenses & distributions
Benefits paid / distributions$1.5M
Total expenses$1.5M
Net increase / (decrease)$1.1M

Data coverage

Plans with financial statements4 / 6 (67%)
Plans with provider compensation0 / 6 ()

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

Euclid market comparison

Largest plan share of assets54%Daugherty Construction, Inc. 401(K) Profit Sharing Plan And Trust
Participants per plan124Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Euclid

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

  1. 1
    Daugherty Construction, Inc. 401(K) Profit Sharing Plan And Trust$6.5M
    Daugherty Construction, Inc. · 2023
  2. 2
    Tylok 401(K) Plan$5.1M
    Tylok International, Inc. · 2023
  3. 3
    High Energy Associates Ii Inc 401k Trust$354.9K
    High Energy Associates Ii Inc. · 2023
  4. 4
    Kerr Lakeside Inc. Employee Stock Ownership Plan$0
    Kerr Lakeside Inc. · 2023
  5. 5
    Hose Master, LLC Health And Welfare Plannot reported in the loaded dataset
    Hose Master, LLC · 2023
  6. 6
    The Help Foundation, Inc.not reported in the loaded dataset
    Help Foundation Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Euclid, OH?
6 plan(s) reported by 6 sponsor(s) are loaded for Euclid, OH.

Related Form 5500 pages