Lima, 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, Lima, OH has 47 loaded benefit plan(s) reported by 32 plan sponsor(s), with $881,043,791 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 47
- Plan sponsors
- 32
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $881,043,791
- Total reported liabilities (EOY)
- $28,117,508
- Total reported net assets (EOY)
- $852,926,283
Contributions & income
- Employer contributions
- $42,009,323
- Participant contributions
- $45,534,639
- Total income / additions
- $216,515,147
Expenses & distributions
- Benefits paid / distributions
- $64,539,872
- Total expenses
- $67,899,278
- Net increase / (decrease)
- $148,615,869
Coverage
- Total reported participants
- 24,222
- Plans with financial statements
- 30
- Plans with provider compensation
- 22
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lima, 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 |
|---|---|---|---|
| Cenovus Non-Represented 401(K) Plan | Lima Refining Company | $146,376,658 | 2023 |
| Perry Protech Employee Stock Ownership And Profit Sharing Plan | Perry Protech | $121,889,812 | 2023 |
| Lima Refining Company And Superior Refining Company LLC 401(K) Plan | Lima Refining Company | $120,829,745 | 2023 |
| Lima Memorial Health System 401(K) Plan | Lima Memorial Health System | $109,813,556 | 2023 |
| American Trim L.L.C. Retirement Savings Plan | Superior Metal Products, Inc. | $58,377,843 | 2023 |
| Hcf Management, Inc. Retirement Incentive Savings Plan | Hcf Management, Inc. | $53,050,644 | 2023 |
| Orthopaedic Institute Of Ohio, Inc. / Institute For Orthopaedic Surgery Retirement Savings Plan | Orthopaedic Institute Of Ohio, Inc. | $47,618,831 | 2023 |
| Rudolph Foods Company, Inc. 401(K) Retirement Plan | Rudolph Foods Company, Inc. | $35,045,117 | 2023 |
| Cora Health Services Retirement Salary Savings Plan | Cora Health Services, Inc. | $32,350,993 | 2023 |
| University Of Northwestern Ohio 403(B) Dc | University Of Northwestern Ohio | $32,055,967 | 2023 |
| Superior Forge & Steel Corporation 401(K) Retirement Savings Plan | Superior Forge & Steel Corporation | $24,952,378 | 2023 |
| Superior Refining Company Defined Benefit Pension Plan | Superior Refining Company LLC | $21,835,287 | 2023 |
| Reineke Family Dealerships, Inc. 401(K) Plan | Reineke Family Dealerships, Inc. | $16,039,903 | 2023 |
| Health Partners Of Western Ohio 403(B) Plan | Health Partners Of Western Ohio | $12,755,703 | 2023 |
| Orthopaedic Institute Of Ohio, Inc. / Institute For Orthpaedic Surgery Cash Balance Plan | Orthopaedic Institute Of Ohio, Inc. | $12,028,965 | 2023 |
| United States Plastic Corporation Profit Sharing Plan | United States Plastic Corporation | $8,066,510 | 2023 |
| Webb Insurance Agency, Inc. Employee Stock Ownership Plan | Webb Insurance Agency, Inc. | $4,395,513 | 2023 |
| Keybridge Savings Plan | General Audit Corporation | $3,870,696 | 2023 |
| Brp Manufacturing Company Employee Stock Ownership Plan | Brp Manufacturing Company | $3,422,961 | 2023 |
| 403(B) Thrift Plan For Employees Of Psa 3 Agency On Aging, Inc. | Psa 3 Agency On Aging, Inc. | $3,314,890 | 2023 |
| West Ohio Community Action Partnership 403(B) Plan | West Ohio Community Action Partners Ip | $3,052,365 | 2023 |
| Lima Auto Mall Salary Deferral 401(K) Plan | Lima Auto Mall, Inc. | $3,013,329 | 2023 |
| Interdyne Corporation Retirement And Savings Plan | Interdyne Corporation | $2,579,937 | 2023 |
| 403(B) Thrift Plan For Employees Of Family Resource Center Of Northwest Ohio, Inc. | Family Resource Center Of Nort | $2,469,570 | 2023 |
| Clay W. Balyeat Co., L.P.A. Profit Sharing Plan | Clay W. Balyeat Co., L.P.A. | $1,173,046 | 2023 |
Largest plans in Lima → · Lima plans by participants → · Lima plans with financial data → · Lima plans with provider compensation → · $1B+ plans in Lima →
Related Form 5500 pages
- All OH Form 5500 filings
- Cenovus Non-Represented 401(K) Plan (plan 003)
- Lima Refining Company — all reported plans
- Perry Protech Employee Stock Ownership And Profit Sharing Plan (plan 003)
- Perry Protech — all reported plans
- Lima Refining Company And Superior Refining Company LLC 401(K) Plan (plan 002)
- Lima Memorial Health System 401(K) Plan (plan 002)
- Lima Memorial Health System — all reported plans
- American Trim L.L.C. Retirement Savings Plan (plan 001)
- Superior Metal Products, Inc. — all reported plans
- Hcf Management, Inc. Retirement Incentive Savings Plan (plan 001)
- Hcf Management, Inc. — all reported plans
- Orthopaedic Institute Of Ohio, Inc. / Institute For Orthopaedic Surgery Retirement Savings Plan (plan 002)
- Orthopaedic Institute Of Ohio, Inc. — all reported plans
- Rudolph Foods Company, Inc. 401(K) Retirement Plan (plan 001)
- Rudolph Foods Company, Inc. — all reported plans
- Cora Health Services Retirement Salary Savings Plan (plan 001)
- Cora Health Services, Inc. — all reported plans
- University Of Northwestern Ohio 403(B) Dc (plan 001)
- University Of Northwestern Ohio — all reported plans
- Superior Forge & Steel Corporation 401(K) Retirement Savings Plan (plan 001)
- Superior Forge & Steel Corporation — all reported plans
- Superior Refining Company Defined Benefit Pension Plan (plan 300)
- Superior Refining Company LLC — all reported plans
- Reineke Family Dealerships, Inc. 401(K) Plan (plan 001)
- Reineke Family Dealerships, Inc. — all reported plans
- Health Partners Of Western Ohio 403(B) Plan (plan 001)
- Health Partners Of Western Ohio — all reported plans
- Orthopaedic Institute Of Ohio, Inc. / Institute For Orthpaedic Surgery Cash Balance Plan (plan 003)
- Methodology
- Data sources