Plan5500

Marion, 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, Marion, OH has 12 loaded benefit plan(s) reported by 9 plan sponsor(s), with $55,731,154 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
12
Plan sponsors
9
Latest filing year
2023

What stands out in Marion

  • 12 loaded plans hold $55.7M in reported assets across 9 sponsors.
  • The largest, Central Ohio Farmers Co-Op, Inc. /, holds 41% of reported Marion plan assets.
  • Plans cover 2,276 participants — about 190 per plan.
  • 58% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$55.7MSummed across loaded plans$55,731,154
Total reported assets$55.7M$55,731,154
Total reported participants2.3K2,276
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$55.7M total assets
Net assets$55.7MLiabilities$0
Contributions & income
Employer contributions$1.7M
Participant contributions$3.1M
Total income / additions$12.9M
Expenses & distributions
Benefits paid / distributions$8.3M
Total expenses$8.4M
Net increase / (decrease)$4.5M

Data coverage

Plans with financial statements7 / 12 (58%)
Plans with provider compensation4 / 12 (33%)

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

Marion market comparison

Largest plan share of assets41%Central Ohio Farmers Co-Op, Inc. /
Participants per plan190Average across loaded plans
Plan sponsors9
Ranked by reported assets

Largest loaded plans in Marion

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

  1. 1
    Central Ohio Farmers Co-Op, Inc. /$22.7M
    Central Ohio Farmers Co-Op, Inc/ Morral Companies, LLC · 2023
  2. 2
    Wyandot, Inc. 401(K) Profit Sharing Plan$16.3M
    Wyandot, Inc. · 2023
  3. 3
    The Wilson Bohannan Company 401(K) Plan$6.2M
    The Wilson Bohannan Company · 2023
  4. 4
    Gms 401(K) Plan$4.1M
    General Machine & Saw Co., Inc. · 2023
  5. 5
    Ohio Heartland Community Action Commission 403b Plan$3.5M
    Ohio Heartland Community Action Commission · 2023
  6. 6
    Center Street Community Clinic Inc 401k$2.1M
    Center Street Community Clinic I · 2023
  7. 7
    Bender Communications, Inc. Retirement Savings Plan$877.1K
    Bender Communications, Inc. · 2023
  8. 8
    Ohcac Life&Addnot reported in the loaded dataset
    Ohio Heaqrtland Community Action Commission · 2023
  9. 9
    Wyandot Inc. Employee Benefit Plannot reported in the loaded dataset
    Wyandot, Inc. · 2023
  10. 10
    Showplace, Inc. Benefit Welfare Plannot reported in the loaded dataset
    Showplace, Inc. · 2023
  11. 11
    Central Ohio Farmers Co-Op, Inc. Employee Benefits Plannot reported in the loaded dataset
    Central Ohio Farmers Co-Op, Inc. · 2023
  12. 12
    Cummins Facility Services LLCnot reported in the loaded dataset
    Cummins Facility Services, LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Marion, OH?
12 plan(s) reported by 9 sponsor(s) are loaded for Marion, OH.

Related Form 5500 pages