Plan5500

Mineral Ridge, 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, Mineral Ridge, OH has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $2,165,016 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
4
Latest filing year
2023

What stands out in Mineral Ridge

  • 4 loaded plans hold $2.2M in reported assets across 4 sponsors.
  • The largest, Target Trans-Logic, LLC 401(K), holds 48% of reported Mineral Ridge plan assets.
  • Plans cover 297 participants — about 74 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.2MSummed across loaded plans$2,165,016
Total reported assets$2.2M$2,165,016
Total reported participants297
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.2M total assets
Net assets$2.2MLiabilities$0
Contributions & income
Employer contributions$144.2K
Participant contributionsNot reported
Total income / additions$366.2K
Expenses & distributions
Benefits paid / distributions$203.4K
Total expenses$206.1K
Net increase / (decrease)$160.2K

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation0 / 4 ()

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

Mineral Ridge market comparison

Largest plan share of assets48%Target Trans-Logic, LLC 401(K)
Participants per plan74Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Mineral Ridge

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

  1. 1
    Target Trans-Logic, LLC 401(K)$1M
    Target Trans-Logic, LLC · 2023
  2. 2
    Dr Richard Catterlin Do Inc Employees Profit Sharing Plan$855.8K
    Dr Richard L Catterlin Do Inc · 2023
  3. 3
    Oz Ventures Inc. Profit Sharing Plan$262.5K
    Oz Ventures Inc. · 2023
  4. 4
    Compass Family And Community Services Welfare Benefit Plannot reported in the loaded dataset
    Compass Family & Community Services · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Mineral Ridge, OH?
4 plan(s) reported by 4 sponsor(s) are loaded for Mineral Ridge, OH.

Related Form 5500 pages