Plan5500

Masury, 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, Masury, OH has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $7,792,446 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
2
Latest filing year
2023

What stands out in Masury

  • 2 loaded plans hold $7.8M in reported assets across 2 sponsors.
  • The largest, Kerola Group 401k Plan, holds 91% of reported Masury plan assets.
  • Plans cover 282 participants — about 141 per plan.
  • 100% 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$7.8MSummed across loaded plans$7,792,446
Total reported assets$7.8M$7,792,446
Total reported participants282
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$7.8M total assets
Net assets$7.8MLiabilities$0
Contributions & income
Employer contributions$440.9K
Participant contributions$507.6K
Total income / additions$2.3M
Expenses & distributions
Benefits paid / distributions$1.7M
Total expenses$1.8M
Net increase / (decrease)$505.7K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation1 / 2 (50%)

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

Masury market comparison

Largest plan share of assets91%Kerola Group 401k Plan
Participants per plan141Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Masury

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

  1. 1
    Kerola Group 401k Plan$7.1M
    P.I. & I. Motor Express, Inc. · 2023
  2. 2
    Lee Industrial Properties Profit Sharing Plan$689.7K
    Lee Industrial Properties, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages