Moraine, 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, Moraine, OH has 13 loaded benefit plan(s) reported by 10 plan sponsor(s), with $157,099,830 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 13
- Plan sponsors
- 10
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $157,099,830
- Total reported liabilities (EOY)
- $24,437
- Total reported net assets (EOY)
- $157,075,393
Contributions & income
- Employer contributions
- $5,149,435
- Participant contributions
- $6,916,349
- Total income / additions
- $37,503,340
Expenses & distributions
- Benefits paid / distributions
- $22,927,391
- Total expenses
- $23,511,045
- Net increase / (decrease)
- $13,992,295
Coverage
- Total reported participants
- 7,136
- Plans with financial statements
- 8
- Plans with provider compensation
- 7
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Moraine, 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 |
|---|---|---|---|
| Dayton-Heidelberg/Ohio Valley Wine 401(K) Plan | Dayton Heidelberg Distributing Co., LLC | $97,067,288 | 2023 |
| Shook Construction Co. Retirement Plan | Shook Construction Co. | $24,067,961 | 2023 |
| South Community Inc. 401(K) Retirement Plan | South Community Inc. | $18,375,393 | 2023 |
| Heidelberg Distributing - Local 1199 401(K) Savings Plan | Dayton Heidelberg Distributing Co., LLC | $5,334,518 | 2023 |
| Gray America Corp. Savings & & Retirement Plan | Gray America Corp. | $4,922,381 | 2023 |
| Ernst Metal Technologies LLC Profit Sharing & 401(K) Plan & Trust | Ernst Metal Technologies LLC | $3,725,726 | 2023 |
| Teamsters Local 957 401(K) Plan | Dayton Heidelberg Distributing Co., LLC | $3,355,250 | 2023 |
| R&R Recovery Zone Inc. 401(K) Plan | R&R Recovery Zone Inc. | $251,313 | 2023 |
| Stellar Innovations & Solution Employee Benefit Plan | Stellar Innovations & Solution | not reported in the loaded dataset | 2023 |
| Shook Construction Co Health And Welfare Plan | Shook Construction Co | not reported in the loaded dataset | 2023 |
| Harco Manufacturing Group, LLC | Harco Manufacturing Group, LLC | not reported in the loaded dataset | 2023 |
| Fuyao Glass America Inc. Health And Welfare Plan | Fuyao Glass America, Inc. | not reported in the loaded dataset | 2023 |
| Dayton Heidelberg Distributing Co. Group Medical Plan | Rci Beverage-Oh LLC | not reported in the loaded dataset | 2023 |
Largest plans in Moraine → · Moraine plans by participants → · Moraine plans with financial data → · Moraine plans with provider compensation → · $1B+ plans in Moraine →
Related Form 5500 pages
- All OH Form 5500 filings
- Dayton-Heidelberg/Ohio Valley Wine 401(K) Plan (plan 001)
- Dayton Heidelberg Distributing Co., LLC — all reported plans
- Shook Construction Co. Retirement Plan (plan 001)
- Shook Construction Co. — all reported plans
- South Community Inc. 401(K) Retirement Plan (plan 001)
- South Community Inc. — all reported plans
- Heidelberg Distributing - Local 1199 401(K) Savings Plan (plan 004)
- Gray America Corp. Savings & & Retirement Plan (plan 002)
- Gray America Corp. — all reported plans
- Ernst Metal Technologies LLC Profit Sharing & 401(K) Plan & Trust (plan 001)
- Ernst Metal Technologies LLC — all reported plans
- Teamsters Local 957 401(K) Plan (plan 003)
- R&R Recovery Zone Inc. 401(K) Plan (plan 001)
- R&R Recovery Zone Inc. — all reported plans
- Stellar Innovations & Solution Employee Benefit Plan (plan 501)
- Stellar Innovations & Solution — all reported plans
- Shook Construction Co Health And Welfare Plan (plan 501)
- Harco Manufacturing Group, LLC (plan 501)
- Harco Manufacturing Group, LLC — all reported plans
- Fuyao Glass America Inc. Health And Welfare Plan (plan 501)
- Fuyao Glass America, Inc. — all reported plans
- Dayton Heidelberg Distributing Co. Group Medical Plan (plan 501)
- Rci Beverage-Oh LLC — all reported plans
- Methodology
- Data sources