Plan5500

Gates Mills, 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, Gates Mills, OH has 8 loaded benefit plan(s) reported by 4 plan sponsor(s), with $52,226,461 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
4
Latest filing year
2023

What stands out in Gates Mills

  • 8 loaded plans hold $52.2M in reported assets across 4 sponsors.
  • The largest, Hawken School Retirement Plan, holds 86% of reported Gates Mills plan assets.
  • Plans cover 2,246 participants — about 281 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 38% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$52.2MSummed across loaded plans$52,212,489
Total reported assets$52.2M$52,226,461
Total reported participants2.2K2,246
Total reported liabilities$14K$13,972

Reported net position

Reported assets = net assets + liabilities (summed)$52.2M total assets
Net assets$52.2MLiabilities$14K
Contributions & income
Employer contributions$551.4K
Participant contributions$1.3M
Total income / additions$5.4M
Expenses & distributions
Benefits paid / distributions$1.8M
Total expenses$1.9M
Net increase / (decrease)$3.5M

Data coverage

Plans with financial statements4 / 8 (50%)
Plans with provider compensation3 / 8 (38%)

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

Gates Mills market comparison

Largest plan share of assets86%Hawken School Retirement Plan
Participants per plan281Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Gates Mills

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

  1. 1
    Hawken School Retirement Plan$45.1M
    Hawken School · 2023
  2. 2
    Aspen Therapy 401(K) Plan$3.7M
    Aspen Therapy, LLC · 2023
  3. 3
    Arbor Rehabilitation 401(K) Retirement Plan$3.4M
    Arbor Rehabilitation And Healthcare Services, Inc. · 2023
  4. 4
    Lk2 Endeavors, Inc. Retirement Plan$0
    Lk2 Endeavors, Inc. · 2023
  5. 5
    Hawken School Group Term Insurance Plannot reported in the loaded dataset
    Hawken School · 2023
  6. 6
    Hawken School Medical Plannot reported in the loaded dataset
    Hawken School · 2023
  7. 7
    Hawken School Long-Term Disability Plannot reported in the loaded dataset
    Hawken School · 2023
  8. 8
    Arbor Rehabilitation And Aspen Therapy Employee Medical Plannot reported in the loaded dataset
    Arbor Rehabilitation And Aspen Therapy · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Gates Mills, OH?
8 plan(s) reported by 4 sponsor(s) are loaded for Gates Mills, OH.

Related Form 5500 pages