Lebanon, 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, Lebanon, OH has 36 loaded benefit plan(s) reported by 24 plan sponsor(s), with $284,564,495 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 36
- Plan sponsors
- 24
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $284,564,495
- Total reported liabilities (EOY)
- $3,550
- Total reported net assets (EOY)
- $284,560,945
Contributions & income
- Employer contributions
- $10,232,908
- Participant contributions
- $14,458,081
- Total income / additions
- $63,766,238
Expenses & distributions
- Benefits paid / distributions
- $23,319,852
- Total expenses
- $24,231,506
- Net increase / (decrease)
- $39,534,732
Coverage
- Total reported participants
- 12,429
- Plans with financial statements
- 23
- Plans with provider compensation
- 11
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lebanon, 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 |
|---|---|---|---|
| Advics 401(K) Plan | Advics North America, Inc. | $157,909,065 | 2023 |
| Otterbein Homes 401(K) Plan | Otterbein Homes | $22,374,254 | 2023 |
| Otterbein Homes Retirement Plan | Otterbein Seniorlife | $14,713,473 | 2023 |
| Fecon 401(K) Profit Sharing Plan | Fecon, LLC | $12,006,249 | 2023 |
| Henkle-Schueler & Associates, Inc. Profit Sharing Plan | Henkle Schueler & Associates, Inc. | $10,447,415 | 2023 |
| Gmi Companies, Inc. 401(K) Profit Sharing Plan | Gmi Companies, Inc. | $10,328,834 | 2023 |
| Miami Valley Gaming 401 (K) Plan | Miami Valley Gaming & Racing LLC. | $7,749,681 | 2023 |
| Industrial Vibration Consultants, Inc. 401(K) Plan | Industrial Vibration Consultants, Inc. | $7,640,792 | 2023 |
| Jbm Packaging Company Retirement Plan And Trust | Jbm Packaging Company | $6,656,106 | 2023 |
| Eastgate Group 401(K) Plan | Eastgate Group Ltd | $4,925,161 | 2023 |
| Newman And Caribe Profit Sharing Retirement Plan | Newman Sanitary Gasket Company | $4,475,895 | 2023 |
| King'S Electric Services 401(K) Plan | King'S Electric Services | $4,437,449 | 2023 |
| Fields Electrical Sales, Inc. 401(K) Plan | Fields Electrical Sales, Inc. | $3,956,072 | 2023 |
| Warren County Community Services, Inc. Employees' Tax-Deferred Annuity Program | Warren County Community Services, Inc. | $3,857,865 | 2023 |
| 401(K) Profit Sharing Plan For Employees Of Community Mental Health Centers Of Warren County, Inc. | Community Mental Health Center | $3,847,511 | 2023 |
| Restoration Parts Unlimited, Inc 401(K) Plan | Restoration Parts Unlimited, Inc | $3,661,974 | 2023 |
| Siteworx 401(K) Plan | Siteworx | $3,246,682 | 2023 |
| Hahn Select Ventures Inc. Retirement Plan | Hahn Select Ventures Inc. | $1,001,519 | 2023 |
| Fb Acquisition LLC | Fb Acquisition LLC | $640,243 | 2023 |
| Avtrail Ventures Inc. Retirement Plan | Avtrail Ventures Inc. | $270,636 | 2023 |
| Rem Automotive Inc. 401k Psp | Rem Automotive Inc. | $190,771 | 2023 |
| Ffp Corporation 401(K) Plan | Ffp Corporation | $120,955 | 2023 |
| Blume Inc Retirement Plan | Blume, Inc. | $105,893 | 2023 |
| Fecon, LLC Group Welfare Plan | Fecon, LLC | not reported in the loaded dataset | 2023 |
| Warren County Community Services, Inc. Long Term Disability Plan | Warren County Community Services, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Lebanon → · Lebanon plans by participants → · Lebanon plans with financial data → · Lebanon plans with provider compensation → · $1B+ plans in Lebanon →
Related Form 5500 pages
- All OH Form 5500 filings
- Advics 401(K) Plan (plan 001)
- Advics North America, Inc. — all reported plans
- Otterbein Homes 401(K) Plan (plan 002)
- Otterbein Homes — all reported plans
- Otterbein Homes Retirement Plan (plan 001)
- Fecon 401(K) Profit Sharing Plan (plan 001)
- Fecon, LLC — all reported plans
- Henkle-Schueler & Associates, Inc. Profit Sharing Plan (plan 001)
- Henkle Schueler & Associates, Inc. — all reported plans
- Gmi Companies, Inc. 401(K) Profit Sharing Plan (plan 001)
- Gmi Companies, Inc. — all reported plans
- Miami Valley Gaming 401 (K) Plan (plan 001)
- Miami Valley Gaming & Racing LLC. — all reported plans
- Industrial Vibration Consultants, Inc. 401(K) Plan (plan 001)
- Industrial Vibration Consultants, Inc. — all reported plans
- Jbm Packaging Company Retirement Plan And Trust (plan 001)
- Jbm Packaging Company — all reported plans
- Eastgate Group 401(K) Plan (plan 001)
- Eastgate Group Ltd — all reported plans
- Newman And Caribe Profit Sharing Retirement Plan (plan 001)
- Newman Sanitary Gasket Company — all reported plans
- King'S Electric Services 401(K) Plan (plan 001)
- King'S Electric Services — all reported plans
- Fields Electrical Sales, Inc. 401(K) Plan (plan 001)
- Fields Electrical Sales, Inc. — all reported plans
- Warren County Community Services, Inc. Employees' Tax-Deferred Annuity Program (plan 001)
- Warren County Community Services, Inc. — all reported plans
- 401(K) Profit Sharing Plan For Employees Of Community Mental Health Centers Of Warren County, Inc. (plan 003)
- Community Mental Health Center — all reported plans
- Methodology
- Data sources