Plan5500

Montgomery, 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, Montgomery, OH has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $62,467,285 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$62.4MSummed across loaded plans$62,438,102
Total reported assets$62.5M$62,467,285
Total reported participants174
Total reported liabilities$29.2K$29,183

Reported net position

Reported assets = net assets + liabilities (summed)$62.5M total assets
Net assets$62.4MLiabilities$29.2K
Contributions & income
Employer contributions$22.1K
Participant contributions$70.7K
Total income / additions$7M
Expenses & distributions
Benefits paid / distributions$4.4M
Total expenses$4.4M
Net increase / (decrease)$2.5M

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

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

Montgomery market comparison

Largest plan share of assets97%The Pension Plan For Employees Of The Ohio National Life Insurance Company
Participants per plan58Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Montgomery

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

  1. 1
    The Pension Plan For Employees Of The Ohio National Life Insurance Company$60.7M
    Constellation Insurance · 2023
  2. 2
    Gregory J. & Cynthia P. Jaun, Dds, Inc. 401k Profit Sharing Plan$1.7M
    Gregory J. & Cynthia P. Jaun, Dds, Inc. 401k Profit Sharing Plan · 2023
  3. 3
    Art4u Corp. 401(K) Profit Sharing Plan$34.2K
    Art4u Corp. · 2023

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

Related Form 5500 pages