Middleburg Heights, 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, Middleburg Heights, OH has 15 loaded benefit plan(s) reported by 10 plan sponsor(s), with $482,446,855 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 15
- Plan sponsors
- 10
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $482,446,855
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $463,378,566
Contributions & income
- Employer contributions
- $8,926,200
- Participant contributions
- $15,717,976
- Total income / additions
- $86,731,804
Expenses & distributions
- Benefits paid / distributions
- $32,900,832
- Total expenses
- $34,610,327
- Net increase / (decrease)
- $52,121,477
Coverage
- Total reported participants
- 9,055
- Plans with financial statements
- 11
- Plans with provider compensation
- 8
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Middleburg Heights, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Southwest Matching Defined Contribution Retirement Plan | Southwest Community Health System | $222,379,842 | 2023 |
| Southwest Retirement And Cash Balance Plan | Southwest Community Health System | $106,060,938 | 2023 |
| Pension Plan For Non-Licensed Employees | The Interlake Steamship Company Inc. | $25,815,520 | 2023 |
| Stevens Engineers And Contructors And Subsidiaries | Stevens Painton Corporation | $24,692,304 | 2023 |
| Stevens Engineers And Contructors And Subsidiaries | Stevens Painton Corporation | $24,692,304 | 2023 |
| The Brewer-Garrett Company 401(K) Ps Plan | The Brewer-Garrett Company | $22,037,090 | 2023 |
| Codonics, Inc. 401(K) Profit Sharing Plan And Trust | Codonics, Inc. | $21,249,350 | 2023 |
| Sunnyside Automotive, Inc. 401(K) Plan | Sunnyside Automotive, Inc. | $18,984,568 | 2023 |
| Compass Health Brands 401(K) Retirement Plan | Compass Health Brands Corp | $11,285,478 | 2023 |
| Fabrizi Trucking & Paving Profit Sharing And Retirement Plan | Fabrizi Trucking & Paving Co., Inc. | $5,126,944 | 2023 |
| Bartino Neo Co. Retirement Plan | Bartino Neo Co. | $122,517 | 2023 |
| Southwest Benefit Plan | Southwest Community Health System | not reported in the loaded dataset | 2023 |
| Hott Associates Welfare Benefit Plan | Hott Associates, Inc. | not reported in the loaded dataset | 2023 |
| Codonics Inc. Health & Welfare Benefit Plan | Codonics Inc. | not reported in the loaded dataset | 2023 |
| Stevens Welfare Benefits Plan | Stevens Engineers & Constructors, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Middleburg Heights → · Middleburg Heights plans by participants → · Middleburg Heights plans with financial data → · Middleburg Heights plans with provider compensation → · $1B+ plans in Middleburg Heights →
Related Form 5500 pages
- All OH Form 5500 filings
- Southwest Matching Defined Contribution Retirement Plan (plan 002)
- Southwest Community Health System — all reported plans
- Southwest Retirement And Cash Balance Plan (plan 001)
- Pension Plan For Non-Licensed Employees (plan 004)
- The Interlake Steamship Company Inc. — all reported plans
- Stevens Engineers And Contructors And Subsidiaries (plan 002)
- Stevens Painton Corporation — all reported plans
- Stevens Engineers And Contructors And Subsidiaries (plan 003)
- The Brewer-Garrett Company 401(K) Ps Plan (plan 001)
- The Brewer-Garrett Company — all reported plans
- Codonics, Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Codonics, Inc. — all reported plans
- Sunnyside Automotive, Inc. 401(K) Plan (plan 001)
- Sunnyside Automotive, Inc. — all reported plans
- Compass Health Brands 401(K) Retirement Plan (plan 001)
- Compass Health Brands Corp — all reported plans
- Fabrizi Trucking & Paving Profit Sharing And Retirement Plan (plan 002)
- Fabrizi Trucking & Paving Co., Inc. — all reported plans
- Bartino Neo Co. Retirement Plan (plan 001)
- Bartino Neo Co. — all reported plans
- Southwest Benefit Plan (plan 525)
- Hott Associates Welfare Benefit Plan (plan 502)
- Hott Associates, Inc. — all reported plans
- Codonics Inc. Health & Welfare Benefit Plan (plan 502)
- Stevens Welfare Benefits Plan (plan 502)
- Methodology
- Data sources