Plan5500

Lordstown, 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, Lordstown, OH has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $51,399,210 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
4
Latest filing year
2023

What stands out in Lordstown

  • 6 loaded plans hold $51.4M in reported assets across 4 sponsors.
  • The largest, Matalco (U.S.), Inc. 401(K) Plan, holds 42% of reported Lordstown plan assets.
  • Plans cover 2,215 participants — about 369 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$51.4MSummed across loaded plans$51,399,210
Total reported assets$51.4M$51,399,210
Total reported participants2.2K2,215
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$51.4M total assets
Net assets$51.4MLiabilities$0
Contributions & income
Employer contributions$3.1M
Participant contributions$4.3M
Total income / additions$17M
Expenses & distributions
Benefits paid / distributions$12.4M
Total expenses$12.6M
Net increase / (decrease)$4.4M

Data coverage

Plans with financial statements4 / 6 (67%)
Plans with provider compensation3 / 6 (50%)

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

Lordstown market comparison

Largest plan share of assets42%Matalco (U.S.), Inc. 401(K) Plan
Participants per plan369Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Lordstown

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

  1. 1
    Matalco (U.S.), Inc. 401(K) Plan$21.4M
    Matalco (U.S.), Inc. · 2023
  2. 2
    The Anderson-Dubose Company 401(K) Plan$19M
    The Anderson-Dubose Company · 2023
  3. 3
    Taylor Steel Inc. 401(K) Retirement Savings Plan$11M
    Taylor Steel Inc · 2023
  4. 4
    Lordstown Ev Corporation 401(K) Plan$0
    Lordstown Ev Corporation · 2023
  5. 5
    The Anderson-Dubose Company Health And Welfare Plannot reported in the loaded dataset
    Anderson Dubose, Inc · 2023
  6. 6
    Lordstown Motors Corp Soca Benefit Plannot reported in the loaded dataset
    Lordstown Motors Corporation · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Lordstown, OH?
6 plan(s) reported by 4 sponsor(s) are loaded for Lordstown, OH.

Related Form 5500 pages