Plan5500

Mt. Sterling, 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, Mt. Sterling, OH has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $19,485,662 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Mt. Sterling

  • 1 loaded plans hold $19.5M in reported assets across 1 sponsors.
  • The largest, Willowwood Global, LLC Profit Sharing Plan, holds 100% of reported Mt. Sterling plan assets.
  • Plans cover 261 participants — about 261 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 100% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$19.5MSummed across loaded plans$19,485,662
Total reported assets$19.5M$19,485,662
Total reported participants261
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$19.5M total assets
Net assets$19.5MLiabilities$0
Contributions & income
Employer contributions$434.9K
Participant contributions$982.6K
Total income / additions$4.6M
Expenses & distributions
Benefits paid / distributions$1.7M
Total expenses$1.7M
Net increase / (decrease)$2.8M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Mt. Sterling, 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

Mt. Sterling market comparison

Largest plan share of assets100%Willowwood Global, LLC Profit Sharing Plan
Participants per plan261Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Mt. Sterling

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

  1. 1
    Willowwood Global, LLC Profit Sharing Plan$19.5M
    Willowwood Global, LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Mt. Sterling, OH?
1 plan(s) reported by 1 sponsor(s) are loaded for Mt. Sterling, OH.

Related Form 5500 pages