Fairborn, 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, Fairborn, OH has 14 loaded benefit plan(s) reported by 8 plan sponsor(s), with $69,367,228 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
14
Plan sponsors
8
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$69,367,228
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$69,367,228

Contributions & income

Employer contributions
$2,227,072
Participant contributions
$5,968,184
Total income / additions
$18,541,134

Expenses & distributions

Benefits paid / distributions
$9,869,925
Total expenses
$10,226,223
Net increase / (decrease)
$8,314,911

Coverage

Total reported participants
4,060
Plans with financial statements
8
Plans with provider compensation
5

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Fairborn, 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 Fairborn, OH
PlanSponsorReported assets (EOY)Year
Peerless Technologies Corporation 401(K) PlanPeerless Technologies Corporation$29,677,5132023
Tcn Behavioral Health Services, Inc. 401(K) PlanTcn Behavioral Health Services, Inc.$11,255,0632023
I Supply Co. 401(K) Profit Sharing PlanI Supply Company$9,814,2252023
Morris Furniture Co., Inc. Revised Profit Sharing PlanMorris Furniture Co., Inc.$9,680,6972023
Jeff Schmitt Auto Group, Inc. 401k PlanJeff Schmitt Auto Group, Inc.$7,206,9082023
Stadco Employee Stock Ownership PlanStadco, Inc.$1,385,9382023
Twovets, Inc. 401k Profit Sharing PlanTwovets, Inc.$182,9602023
Ggs Investment Inc Pension Transfer Trust PlanGgs Investment Inc$163,9242023
Peerless Technologies Corporation Employee Benefit PlanPeerless Technologies Corporationnot reported in the loaded dataset2023
Tcn Behavioral Health Services,Inc. Health PlanTcn Behavioral Health Services,Inc. .not reported in the loaded dataset2023
Morris Furniture Co., Employee Benefit PlanMorris Furniture Co, Inc.not reported in the loaded dataset2023
Jeff Schmitt Auto Group, Inc. Employee Benefit PlanJeff Schmitt Auto Group, Inc.not reported in the loaded dataset2023
I Supply Company Group Health PlanI Supply Companynot reported in the loaded dataset2023
Peerless Technologies Corporation Group Health Insurance PlanPeerless Technologies Corporationnot reported in the loaded dataset2023

Related Form 5500 pages