Monroe, 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, Monroe, OH has 9 loaded benefit plan(s) reported by 6 plan sponsor(s), with $251,682,291 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
6
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$251,682,291
Total reported liabilities (EOY)
$1,655
Total reported net assets (EOY)
$251,680,636

Contributions & income

Employer contributions
$12,503,284
Participant contributions
$16,825,615
Total income / additions
$68,372,406

Expenses & distributions

Benefits paid / distributions
$25,446,743
Total expenses
$25,863,760
Net increase / (decrease)
$42,508,646

Coverage

Total reported participants
18,792
Plans with financial statements
5
Plans with provider compensation
4

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

Largest loaded plans in Monroe, OH
PlanSponsorReported assets (EOY)Year
Baker Companies 401(K) PlanBaker Construction Enterprises Inc.$151,094,7562023
Deceuninck North America, Inc. 401(K) PlanDeceuninck North America, Inc.$50,006,8222023
Four Seasons Environmental, Inc. 401(K) PlanFour Seasons Environmental, Inc.$31,664,5112023
Valicor Environmental Services, LLC 401(K) PlanValicor Environmental Services, LLC$17,831,0842023
West Chester Home Organization, Inc. 401(K) Profit Sharing PlanWest Chester Home Organization, Inc.$1,085,1182023
Baker Construction Enterprises Inc. Welfare Benefit PlanBaker Construction Enterprises Inc.not reported in the loaded dataset2023
Valicor Environmental Services Benefits PlanValicor Environmental Servicesnot reported in the loaded dataset2023
Four Seasons Environmental, Inc. Group Health, Life And Disability PlanFour Seasons Environmental, Inc.not reported in the loaded dataset2023
Deceuninck North America, Inc. Welfare Benefit ProgramDeceuninck North America, Inc.not reported in the loaded dataset2023

Related Form 5500 pages