Plan5500

Georgetown, 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, Georgetown, OH has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $10,841,491 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

What stands out in Georgetown

  • 4 loaded plans hold $10.8M in reported assets across 3 sponsors.
  • The largest, 403b Thrift Plan Of Adams Brown Counties Economic Opportunities Inc, holds 58% of reported Georgetown plan assets.
  • Plans cover 572 participants — about 143 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10.8MSummed across loaded plans$10,836,091
Total reported assets$10.8M$10,841,491
Total reported participants572
Total reported liabilities$5.4K$5,400

Reported net position

Reported assets = net assets + liabilities (summed)$10.8M total assets
Net assets$10.8MLiabilities$5.4K
Contributions & income
Employer contributions$167.8K
Participant contributions$229.7K
Total income / additions$1.1M
Expenses & distributions
Benefits paid / distributions$787.2K
Total expenses$802.2K
Net increase / (decrease)$343.9K

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation1 / 4 (25%)

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

Georgetown market comparison

Largest plan share of assets58%403b Thrift Plan Of Adams Brown Counties Economic Opportunities Inc
Participants per plan143Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Georgetown

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

  1. 1
    403b Thrift Plan Of Adams Brown Counties Economic Opportunities Inc$6.3M
    Adams Brown Counties Economic Opportunities, Inc. · 2023
  2. 2
    Sub Rosa Retail, Inc. Retirement Plan$4.5M
    Sub Rosa Retail, Inc. · 2023
  3. 3
    Adams Brown Counties Economic Opportunities, Inc. Health & Welfare Plannot reported in the loaded dataset
    Adams Brown Counties Economic Opportunities, Inc. · 2023
  4. 4
    Reliable Transportation Solutions Employee Benefit Plannot reported in the loaded dataset
    Reliable Transportation Solutions · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages