Marietta, 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, Marietta, OH has 31 loaded benefit plan(s) reported by 17 plan sponsor(s), with $597,695,314 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
31
Plan sponsors
17
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$597,695,314
Total reported liabilities (EOY)
$7,045,803
Total reported net assets (EOY)
$590,649,511

Contributions & income

Employer contributions
$35,498,111
Participant contributions
$28,596,871
Total income / additions
$148,918,491

Expenses & distributions

Benefits paid / distributions
$70,034,480
Total expenses
$73,190,725
Net increase / (decrease)
$75,727,766

Coverage

Total reported participants
21,335
Plans with financial statements
20
Plans with provider compensation
18

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

Largest loaded plans in Marietta, OH
PlanSponsorReported assets (EOY)Year
Peoples Bancorp Inc. Retirement Savings PlanPeoples Bancorp Inc$107,443,3382023
Retirement Plus Of Memorial Health System HospitalsMarietta Memorial Hospital$98,145,9942023
Marietta College Retirement Plan For Eligible EmployeesMarietta College$81,790,5762023
Marietta Health Care Physicians, Inc. 403(B) PlanMarietta Health Care Physicians, Inc.$64,050,4252023
Marietta Memorial Hospital Retirement PlanMarietta Memorial Hospital$60,411,5082023
Ohio State Plumbers & Pipefitters Health And Welfare FundOhio State Plumbers & Pipefitters Health And Welfare Fund$50,753,4092023
Retirement Savings Plan For Employees Of Eramet Marietta, Inc.Eramet Marietta, Inc.$33,366,5422023
Memorial Health System Hospitals Defined Contribution PlanMarietta Memorial Hospital$25,492,4562023
Retirement Program Plan For Employees Of Eramet Marietta, Inc.Eramet Marietta, Inc.$20,396,4192023
Limestone Bancorp, Inc 401(K) Retirement Savings PlanLimestone Bancorp, Inc$17,363,4512023
Alliance Industries, Inc. 401(K) PlanAlliance Industries, Inc.$13,598,4562023
American Producers Supply 401(K) Employee Retirement PlanAmerican Producers Supply Co., Inc.$9,230,1722023
Magnum Magnetics Retirement Savings PlanMagnum Magnetics Corporation$8,767,9662023
Washington-Morgan Community Action 401k PlanCommunity Action Program Corp. Of Washington-Morgan Counties Ohio$6,427,0722023
Mondo Polymer Technologies, Inc. Employee Benefit PlanMondo Polymer Technologies, Inc.$297,4552023
Flanfam, Inc. 401(K) Profit Sharing PlanFlanfam, Inc.$160,0752023
Dimex, LLC Retirement Savings PlanDimex, LLC$02023
Magnum Magnetics CorporationMagnum Magnetics Corporation$02023
Plumbers And Pipefitters Local 168 Vacation FundPlumbers And Pipefitters Local 168 Vacation Fund$02023
Peoples Bancorp Inc. Retirement Plan And TrustPeoples Bancorp Inc.$02023
Eramet Marietta, Inc. Health And Welfare PlanEramet Marietta, Inc.not reported in the loaded dataset2023
American Producers Supply Health And Welfare Benefit PlanAmerican Producers Supply Co., Inc.not reported in the loaded dataset2023
Peoples Bancorp Medical And Dental PlanPeoples Bancorp Inc.not reported in the loaded dataset2023
Alliance Industries, Inc. Employee Benefit PlanAlliance Industries, Inc.not reported in the loaded dataset2023
Group Life InsuranceFirst Settlement Physical Therapy, Inc.not reported in the loaded dataset2023

Related Form 5500 pages