Plan5500

Mount Vernon, 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, Mount Vernon, OH has 7 loaded benefit plan(s) reported by 6 plan sponsor(s), with $359,434,604 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
6
Latest filing year
2023

What stands out in Mount Vernon

  • 7 loaded plans hold $359.4M in reported assets across 6 sponsors.
  • The largest, Ariel Corporation Employee Retirement Plan, holds 99% of reported Mount Vernon plan assets.
  • Plans cover 3,846 participants — about 549 per plan.
  • 57% of loaded plans report full Schedule H/I financial statements.
  • 14% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$359.3MSummed across loaded plans$359,266,320
Total reported assets$359.4M$359,434,604
Total reported participants3.8K3,846
Total reported liabilities$168.3K$168,284

Reported net position

Reported assets = net assets + liabilities (summed)$359.4M total assets
Net assets$359.3MLiabilities$168.3K
Contributions & income
Employer contributions$17.4M
Participant contributions$10.8M
Total income / additions$73.6M
Expenses & distributions
Benefits paid / distributions$17.9M
Total expenses$18.1M
Net increase / (decrease)$55.4M

Data coverage

Plans with financial statements4 / 7 (57%)
Plans with provider compensation1 / 7 (14%)

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

Mount Vernon market comparison

Largest plan share of assets99%Ariel Corporation Employee Retirement Plan
Participants per plan549Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Mount Vernon

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

  1. 1
    Ariel Corporation Employee Retirement Plan$354.5M
    Ariel Corporation · 2023
  2. 2
    Ces Credit Union, Inc. 401(K) Plan$3.8M
    Ces Credit Union, Inc. · 2023
  3. 3
    Shannon Staffing 401(K) Profit Sharing Plan$782.4K
    Scout Hq, Inc. · 2023
  4. 4
    T & C Foods Inc 401(K) Profit Sharing Plan & Trust$308.5K
    T & C Foods Inc · 2023
  5. 5
    Levering Management & Affiliates, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Levering Management, Inc. · 2023
  6. 6
    Ariel Corporation Employee Benefit Plannot reported in the loaded dataset
    Ariel Corporation · 2023
  7. 7
    Mount Vernon Nazarene University Employee Benefits Plannot reported in the loaded dataset
    Mount Vernon Nazarene University · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Mount Vernon, OH?
7 plan(s) reported by 6 sponsor(s) are loaded for Mount Vernon, OH.

Related Form 5500 pages