Jackson, 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, Jackson, OH has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $15,714,442 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
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $15,714,442
- Total reported liabilities (EOY)
- $39,091,443
- Total reported net assets (EOY)
- -$23,377,001
Contributions & income
- Employer contributions
- $2,204,994
- Participant contributions
- $682,466
- Total income / additions
- -$31,342,616
Expenses & distributions
- Benefits paid / distributions
- $1,514,332
- Total expenses
- $2,997,806
- Net increase / (decrease)
- -$34,340,422
Coverage
- Total reported participants
- 1,497
- Plans with financial statements
- 3
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Jackson, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Area Agency On Aging District 7 403b Plan | Area Agency On Aging District 7 | $7,872,514 | 2023 |
| Geiger Brothers, Inc. Employee Stock Ownership Plan | Geiger Brothers, Inc. | $4,960,569 | 2023 |
| Foremost Mgmt., Inc & Companies 401(K) Plan | Foremost Mgmt., Inc. | $2,881,359 | 2023 |
| Buckeye Community Services Health & Welfare Benefit Plan | Buckeye Community Services, Inc. | not reported in the loaded dataset | 2023 |
| Area Agency On Aging District 7 Welfare Benefit Plan | Area Agency On Aging District 7 | not reported in the loaded dataset | 2023 |
| Speyside Bourbon Cooperage, Inc. | Speyside Bourbon Cooperage Inc | not reported in the loaded dataset | 2023 |
Largest plans in Jackson → · Jackson plans by participants → · Jackson plans with financial data → · Jackson plans with provider compensation → · $1B+ plans in Jackson →
Related Form 5500 pages
- All OH Form 5500 filings
- Area Agency On Aging District 7 403b Plan (plan 001)
- Area Agency On Aging District 7 — all reported plans
- Geiger Brothers, Inc. Employee Stock Ownership Plan (plan 002)
- Geiger Brothers, Inc. — all reported plans
- Foremost Mgmt., Inc & Companies 401(K) Plan (plan 001)
- Foremost Mgmt., Inc. — all reported plans
- Buckeye Community Services Health & Welfare Benefit Plan (plan 503)
- Buckeye Community Services, Inc. — all reported plans
- Area Agency On Aging District 7 Welfare Benefit Plan (plan 509)
- Speyside Bourbon Cooperage, Inc. (plan 501)
- Speyside Bourbon Cooperage Inc — all reported plans
- Methodology
- Data sources