Napoleon, 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, Napoleon, OH has 11 loaded benefit plan(s) reported by 6 plan sponsor(s), with $57,839,523 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 11
- Plan sponsors
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $57,839,523
- Total reported liabilities (EOY)
- $5,986
- Total reported net assets (EOY)
- $57,833,537
Contributions & income
- Employer contributions
- $2,345,897
- Participant contributions
- $3,558,355
- Total income / additions
- $15,614,795
Expenses & distributions
- Benefits paid / distributions
- $13,675,696
- Total expenses
- $13,798,935
- Net increase / (decrease)
- $1,815,860
Coverage
- Total reported participants
- 2,902
- Plans with financial statements
- 5
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Napoleon, 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 |
|---|---|---|---|
| Gerken Retirement Savings Plan | Gerken Materials, Inc. | $31,434,771 | 2023 |
| Henry County Hospital, Inc. 401(K) Plan | Henry County Hospital, Inc. | $15,682,299 | 2023 |
| Custom Agri Systems, Inc. 401(K) Plan | Custom Agri Systems, Inc. | $10,722,453 | 2023 |
| Automatic Feed Salaried Retirement Savings Plan | Automatic Feed Co. | $0 | 2023 |
| Automatic Feed Union Savings Plan | Automatic Feed Co. | $0 | 2023 |
| Henry County Hospital, Inc. Master Welfare Benefit Plan | Henry County Hospital, Inc. | not reported in the loaded dataset | 2023 |
| Custom Agri Systems, Inc. Employee Benefit Plan | Custom Agri Systems, Inc. | not reported in the loaded dataset | 2023 |
| The Gerken Company & Subsidiaries | The Gerken Company | not reported in the loaded dataset | 2023 |
| The Gerken Companies | The Gerken Companies | not reported in the loaded dataset | 2023 |
| The Gerken Company | The Gerken Company | not reported in the loaded dataset | 2023 |
| Defiance Stamping Co Ad&D, Life, Dental, Vision, & Std Plan | Defiance Stamping Company | not reported in the loaded dataset | 2023 |
Largest plans in Napoleon → · Napoleon plans by participants → · Napoleon plans with financial data → · Napoleon plans with provider compensation → · $1B+ plans in Napoleon →
Related Form 5500 pages
- All OH Form 5500 filings
- Gerken Retirement Savings Plan (plan 001)
- Gerken Materials, Inc. — all reported plans
- Henry County Hospital, Inc. 401(K) Plan (plan 002)
- Henry County Hospital, Inc. — all reported plans
- Custom Agri Systems, Inc. 401(K) Plan (plan 001)
- Custom Agri Systems, Inc. — all reported plans
- Automatic Feed Salaried Retirement Savings Plan (plan 004)
- Automatic Feed Co. — all reported plans
- Automatic Feed Union Savings Plan (plan 005)
- Henry County Hospital, Inc. Master Welfare Benefit Plan (plan 501)
- Custom Agri Systems, Inc. Employee Benefit Plan (plan 503)
- The Gerken Company & Subsidiaries (plan 501)
- The Gerken Company — all reported plans
- The Gerken Companies (plan 502)
- The Gerken Company (plan 503)
- Defiance Stamping Co Ad&D, Life, Dental, Vision, & Std Plan (plan 501)
- Defiance Stamping Company — all reported plans
- Methodology
- Data sources