Plan5500

Lakewood, 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, Lakewood, OH has 11 loaded benefit plan(s) reported by 9 plan sponsor(s), with $72,332,584 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
11
Plan sponsors
9
Latest filing year
2023

What stands out in Lakewood

  • 11 loaded plans hold $72.3M in reported assets across 9 sponsors.
  • The largest, First Mutual Holding Co. 401(K) Savings Plan, holds 56% of reported Lakewood plan assets.
  • Plans cover 1,720 participants — about 156 per plan.
  • 82% of loaded plans report full Schedule H/I financial statements.
  • 36% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$72.3MSummed across loaded plans$72,332,584
Total reported assets$72.3M$72,332,584
Total reported participants1.7K1,720
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$72.3M total assets
Net assets$72.3MLiabilities$0
Contributions & income
Employer contributions$3M
Participant contributions$4.9M
Total income / additions$18.5M
Expenses & distributions
Benefits paid / distributions$7.4M
Total expenses$7.5M
Net increase / (decrease)$11M

Data coverage

Plans with financial statements9 / 11 (82%)
Plans with provider compensation4 / 11 (36%)

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

Lakewood market comparison

Largest plan share of assets56%First Mutual Holding Co. 401(K) Savings Plan
Participants per plan156Average across loaded plans
Plan sponsors9
Ranked by reported assets

Largest loaded plans in Lakewood

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

  1. 1
    First Mutual Holding Co. 401(K) Savings Plan$40.3M
    First Mutual Holding Co. · 2023
  2. 2
    Neograf Solutions, LLC 401(K) Plan$10.4M
    Neograf Solutions, LLC · 2023
  3. 3
    Roundstone Management, Ltd. 401(K) Plan$8.6M
    Roundstone Management, Ltd. · 2023
  4. 4
    Within3, Inc. 401(K) Plan$6M
    Within3, Inc. · 2023
  5. 5
    The Martindale Electric Company Employee Stock Ownership Plan$4.1M
    Martindale Electric Company · 2023
  6. 6
    Costanzo & Lazzaro Vip Profit Sharing Plan$1.4M
    Costanzo & Lazzaro P.L.L. · 2023
  7. 7
    Aber Capital Group Inc. Retirement Plan$843.5K
    Aber Capital Group Inc. · 2023
  8. 8
    Steuer, Escovar & Coleman Co., Lpa 401k Plan$486K
    Steuer, Escovar & Coleman Co., Lpa · 2023
  9. 9
    Jada Ventures Inc. Retirement Plan$159.9K
    Jada Ventures Inc. · 2023
  10. 10
    First Mutual Holding Co. Employee Benefits Plannot reported in the loaded dataset
    First Mutual Holding Co. · 2023
  11. 11
    Roundstone Management Ltd Employee Benefit Plannot reported in the loaded dataset
    Roundstone Management Ltd · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Lakewood, OH?
11 plan(s) reported by 9 sponsor(s) are loaded for Lakewood, OH.

Related Form 5500 pages