Plan5500

Maria Stein, 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, Maria Stein, OH has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $9,557,955 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
1
Latest filing year
2023

What stands out in Maria Stein

  • 2 loaded plans hold $9.6M in reported assets across 1 sponsors.
  • The largest, Moeller Trucking, Inc. 401(K) Retirement Plan And Trust, holds 100% of reported Maria Stein plan assets.
  • Plans cover 379 participants — about 190 per plan.
  • 50% 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$9.6MSummed across loaded plans$9,557,955
Total reported assets$9.6M$9,557,955
Total reported participants379
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$9.6M total assets
Net assets$9.6MLiabilities$0
Contributions & income
Employer contributions$219.8K
Participant contributions$527.1K
Total income / additions$2.4M
Expenses & distributions
Benefits paid / distributions$2.2M
Total expenses$2.2M
Net increase / (decrease)$166.7K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

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

Maria Stein market comparison

Largest plan share of assets100%Moeller Trucking, Inc. 401(K) Retirement Plan And Trust
Participants per plan190Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Maria Stein

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

  1. 1
    Moeller Trucking, Inc. 401(K) Retirement Plan And Trust$9.6M
    Moeller Trucking, Inc. · 2023
  2. 2
    Moeller Trucking, Inc. Health And Welfare Benefit Plannot reported in the loaded dataset
    Moeller Trucking, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Maria Stein, OH?
2 plan(s) reported by 1 sponsor(s) are loaded for Maria Stein, OH.

Related Form 5500 pages