Plan5500

Liberty Center, 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, Liberty Center, OH has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $2,089,179 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Liberty Center

  • 2 loaded plans hold $2.1M in reported assets across 2 sponsors.
  • The largest, Rupp Rosebrock Inc 401(K) Plan, holds 88% of reported Liberty Center plan assets.
  • Plans cover 51 participants — about 26 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.1MSummed across loaded plans$2,089,179
Total reported assets$2.1M$2,089,179
Total reported participants51
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.1M total assets
Net assets$2.1MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$106.7K
Total income / additions$396.4K
Expenses & distributions
Benefits paid / distributions$39.8K
Total expenses$52.8K
Net increase / (decrease)$343.5K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Liberty Center market comparison

Largest plan share of assets88%Rupp Rosebrock Inc 401(K) Plan
Participants per plan26Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Liberty Center

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

  1. 1
    Rupp Rosebrock Inc 401(K) Plan$1.8M
    Rupp Rosebrock Inc · 2023
  2. 2
    The First Five Corporation Profit Sharing Plan$244.7K
    The First Five Corporation · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Liberty Center, OH?
2 plan(s) reported by 2 sponsor(s) are loaded for Liberty Center, OH.

Related Form 5500 pages