Middletown, 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, Middletown, OH has 16 loaded benefit plan(s) reported by 12 plan sponsor(s), with $795,647,961 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 16
- Plan sponsors
- 12
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $795,647,961
- Total reported liabilities (EOY)
- $1,776,140
- Total reported net assets (EOY)
- $793,871,821
Contributions & income
- Employer contributions
- $2,284,356
- Participant contributions
- $9,526,144
- Total income / additions
- $115,905,878
Expenses & distributions
- Benefits paid / distributions
- $45,506,032
- Total expenses
- $47,758,456
- Net increase / (decrease)
- $68,147,422
Coverage
- Total reported participants
- 5,878
- Plans with financial statements
- 12
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Middletown, 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 |
|---|---|---|---|
| Middletown Works Hourly & Salaried Union Retirees | Trustees Of Middletown Works Hourly & Salaried Union Retirees Health C | $645,729,638 | 2023 |
| Magellan Usa Retirement Plan | Magellan Usa | $83,419,851 | 2023 |
| Akers Packaging Service, Inc. 401(K) Profit Sharing Plan | Akers Packaging Service, Inc. | $41,496,726 | 2023 |
| Cohen Holdings, Inc. Profit Sharing 401(K) Plan And Trust | Cohen Holdings, Inc. | $18,618,685 | 2023 |
| Berns' Greenhouse & Garden Center, Inc. 401(K) Profit Sharing Plan | Berns' Greenhouse & Garden Center, Inc. | $4,037,105 | 2023 |
| Magellan Aerospace, Middletown Local 2535 Employees Savings Plan And Trust | Magellan Aerospace, Middletown | $2,058,615 | 2023 |
| Jilly'S Barber Shop Retirement Plan | Jilly'S Barber Shop Inc | $185,436 | 2023 |
| Tap Mitch, Inc. 401(K) Profit Sharing Plan | Tap Mitch, Inc. | $101,905 | 2023 |
| Miami Valley Enterprises Retirement Plan | Miami Valley Enterprises, Inc. | $0 | 2023 |
| Herdtner LLC Money Purchase Pension Plan | Herdtner LLC | $0 | 2023 |
| Herdtner LLC Profit Sharing Plan | Herdtner LLC | $0 | 2023 |
| Emrick Services, Inc. 401(K) Plan | Emrick Services, Inc. | $0 | 2023 |
| Magellan Aerospace, Middletown, Inc. Health And Welfare Plan | Magellan Aerospace, Middletown, Inc. | not reported in the loaded dataset | 2023 |
| Akers Packaging Service, Inc. Employee Health Benefit Plan | Akers Packaging Service, Inc. | not reported in the loaded dataset | 2023 |
| Flexible Spending Benefits Plan | Cohen Brothers, Inc. | not reported in the loaded dataset | 2023 |
| Cohen Brothers Inc Welfare Benefits Plan | Cohen Brothers, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Middletown → · Middletown plans by participants → · Middletown plans with financial data → · Middletown plans with provider compensation → · $1B+ plans in Middletown →
Related Form 5500 pages
- All OH Form 5500 filings
- Middletown Works Hourly & Salaried Union Retirees (plan 501)
- Trustees Of Middletown Works Hourly & Salaried Union Retirees Health C — all reported plans
- Magellan Usa Retirement Plan (plan 001)
- Magellan Usa — all reported plans
- Akers Packaging Service, Inc. 401(K) Profit Sharing Plan (plan 002)
- Akers Packaging Service, Inc. — all reported plans
- Cohen Holdings, Inc. Profit Sharing 401(K) Plan And Trust (plan 002)
- Cohen Holdings, Inc. — all reported plans
- Berns' Greenhouse & Garden Center, Inc. 401(K) Profit Sharing Plan (plan 001)
- Berns' Greenhouse & Garden Center, Inc. — all reported plans
- Magellan Aerospace, Middletown Local 2535 Employees Savings Plan And Trust (plan 005)
- Magellan Aerospace, Middletown — all reported plans
- Jilly'S Barber Shop Retirement Plan (plan 001)
- Jilly'S Barber Shop Inc — all reported plans
- Tap Mitch, Inc. 401(K) Profit Sharing Plan (plan 001)
- Tap Mitch, Inc. — all reported plans
- Miami Valley Enterprises Retirement Plan (plan 001)
- Miami Valley Enterprises, Inc. — all reported plans
- Herdtner LLC Money Purchase Pension Plan (plan 001)
- Herdtner LLC — all reported plans
- Herdtner LLC Profit Sharing Plan (plan 002)
- Emrick Services, Inc. 401(K) Plan (plan 001)
- Emrick Services, Inc. — all reported plans
- Magellan Aerospace, Middletown, Inc. Health And Welfare Plan (plan 501)
- Akers Packaging Service, Inc. Employee Health Benefit Plan (plan 501)
- Flexible Spending Benefits Plan (plan 510)
- Cohen Brothers, Inc. — all reported plans
- Methodology
- Data sources