Plan5500

Lagrange, 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, Lagrange, OH has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $6,355,963 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Lagrange

  • 3 loaded plans hold $6.4M in reported assets across 3 sponsors.
  • The largest, Vexos 401(K) Plan, holds 97% of reported Lagrange plan assets.
  • Plans cover 185 participants — about 62 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$6.4MSummed across loaded plans$6,355,963
Total reported assets$6.4M$6,355,963
Total reported participants185
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$6.4M total assets
Net assets$6.4MLiabilities$0
Contributions & income
Employer contributions$159.6K
Participant contributions$489.7K
Total income / additions$1.6M
Expenses & distributions
Benefits paid / distributions$761.7K
Total expenses$784.5K
Net increase / (decrease)$826.1K

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation1 / 3 (33%)

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

Lagrange market comparison

Largest plan share of assets97%Vexos 401(K) Plan
Participants per plan62Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Lagrange

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

  1. 1
    Vexos 401(K) Plan$6.1M
    Vexos, Inc. & Subsidiaries · 2023
  2. 2
    J & T Latt Retirement Plan$199.8K
    J&T Latt Inc Gerald A. Lattimer · 2023
  3. 3
    Berardinelli Corporation 401(K) Plan$19.2K
    Berardinelli Corporation · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages