Plan5500

Nelsonville, 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, Nelsonville, OH has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $51,112,161 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
2
Latest filing year
2023

What stands out in Nelsonville

  • 4 loaded plans hold $51.1M in reported assets across 2 sponsors.
  • The largest, Rocky Brands, Inc. 401(K) Plan And Trust, holds 78% of reported Nelsonville plan assets.
  • Plans cover 2,299 participants — about 575 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$51.1MSummed across loaded plans$51,111,723
Total reported assets$51.1M$51,112,161
Total reported participants2.3K2,299
Total reported liabilities$438

Reported net position

Reported assets = net assets + liabilities (summed)$51.1M total assets
Net assets$51.1MLiabilities$438
Contributions & income
Employer contributions$2.1M
Participant contributions$3.5M
Total income / additions$13.3M
Expenses & distributions
Benefits paid / distributions$9M
Total expenses$9.1M
Net increase / (decrease)$4.2M

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation2 / 4 (50%)

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

Nelsonville market comparison

Largest plan share of assets78%Rocky Brands, Inc. 401(K) Plan And Trust
Participants per plan575Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Nelsonville

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

  1. 1
    Rocky Brands, Inc. 401(K) Plan And Trust$39.9M
    Rocky Brands, Inc. · 2023
  2. 2
    Integrated Services Retirement Plan$11.2M
    Integrated Services For Behavioral Health · 2023
  3. 3
    Rocky Brands, Inc. Health And Welfare Benefit Plannot reported in the loaded dataset
    Rocky Brands, Inc. · 2023
  4. 4
    Integrated Services For Behavioral Health, Inc. Employee Benefits Plannot reported in the loaded dataset
    Integrated Services For Behavioral Health, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Nelsonville, OH?
4 plan(s) reported by 2 sponsor(s) are loaded for Nelsonville, OH.

Related Form 5500 pages