New Albany, 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, New Albany, OH has 45 loaded benefit plan(s) reported by 37 plan sponsor(s), with $853,420,655 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 45
- Plan sponsors
- 37
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $853,420,655
- Total reported liabilities (EOY)
- $197,662,711
- Total reported net assets (EOY)
- $655,757,944
Contributions & income
- Employer contributions
- $50,394,761
- Participant contributions
- $45,533,794
- Total income / additions
- $49,132,819
Expenses & distributions
- Benefits paid / distributions
- $84,845,274
- Total expenses
- $95,136,466
- Net increase / (decrease)
- -$46,003,647
Coverage
- Total reported participants
- 117,446
- Plans with financial statements
- 32
- Plans with provider compensation
- 17
Totals sum the latest loaded 2023 public Form 5500 filing per plan for New Albany, 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 |
|---|---|---|---|
| Abercrombie & Fitch Co. Savings And Retirement Plan | Abercrombie & Fitch Co. | $418,650,942 | 2023 |
| Bob Evans Restaurants, LLC 401(K) Retirement Plan | Bob Evans Restaurants, LLC | $98,223,710 | 2023 |
| Commercial Vehicle Group, Inc. 401(K) Plan | Commercial Vehicle Group, Inc. | $63,499,328 | 2023 |
| Evans, Mechwart, Hambleton & Tilton, Inc. Salary Deferral Plan | Evans, Mechwart, Hambleton & Tilton, Inc. | $56,767,624 | 2023 |
| Mission Essential Group, LLC Retirement Plan | The Mission Essential Group, LLC | $36,106,247 | 2023 |
| Desco Corporation Thrift Plan & Trust | Desco Corporation | $34,252,483 | 2023 |
| The Wallick Companies 401(K) Retirement Savings Plan | The Wallick Companies, LLC | $21,390,432 | 2023 |
| Red Roof Franchising, LLC 401(K) Savings Plan | Red Roof Franchising, LLC | $19,715,953 | 2023 |
| New Albany Company 401(K) Plan | New Albany Company | $18,387,191 | 2023 |
| Wallick Ownership Plan | Wallick Communities Holdings, Inc. | $16,621,191 | 2023 |
| The Wallick Companies, LLC Employee Stock Ownership Plan | The Wallick Companies, LLC | $16,621,191 | 2023 |
| Thirty-One Gifts 401(K) Plan | Thirty-One Gifts, LLC | $14,540,734 | 2023 |
| Shremshock Companies 401k Plan | Shremshock Architects, Inc. | $10,303,180 | 2023 |
| Capital City Electric, Inc. Employee Stock Ownership Plan | Capital City Electric, Inc. | $9,916,238 | 2023 |
| Mpi Mgmt LLC D/B/A Olshan Properties 401(K) Plan | Mpi Management LLC Dba Olshan Pr | $9,856,587 | 2023 |
| Bellofram Corporation Hourly 401(K) Plan | Bellofram Corporation | $1,626,265 | 2023 |
| Rxp Agency, LLC 401(K) Plan | Rxp Agency, LLC | $1,614,399 | 2023 |
| Windsor Door, Inc. Consolidated Pension Plan | Automatic Timing & Controls, Inc. | $1,545,670 | 2023 |
| Underhill & Hodge, LLC 401(K) Profit Sharing Plan | Underhill & Hodge, LLC | $1,412,782 | 2023 |
| Mk Trempe Corporation 401(K) Plan | Mk Trempe Corporation | $596,082 | 2023 |
| N.A. Property, Inc. Medical Plan | N.A. Property, Inc. | $381,162 | 2023 |
| Red Dot, Inc. 401(K) Profit Sharing Plan | Red Dot, Inc. | $364,171 | 2023 |
| Kjw Enterprises, Inc. 401(K) Plan | Kjw Enterprises, Inc. | $310,279 | 2023 |
| Jace Rose Inc. 401k Profit Sharing Plan | Jace Rose Inc. | $245,080 | 2023 |
| The Max Of Ohio, Inc. Retirement Plan | The Max Of Ohio, Inc. | $198,794 | 2023 |
Largest plans in New Albany → · New Albany plans by participants → · New Albany plans with financial data → · New Albany plans with provider compensation → · $1B+ plans in New Albany →
Related Form 5500 pages
- All OH Form 5500 filings
- Abercrombie & Fitch Co. Savings And Retirement Plan (plan 001)
- Abercrombie & Fitch Co. — all reported plans
- Bob Evans Restaurants, LLC 401(K) Retirement Plan (plan 001)
- Bob Evans Restaurants, LLC — all reported plans
- Commercial Vehicle Group, Inc. 401(K) Plan (plan 020)
- Commercial Vehicle Group, Inc. — all reported plans
- Evans, Mechwart, Hambleton & Tilton, Inc. Salary Deferral Plan (plan 001)
- Evans, Mechwart, Hambleton & Tilton, Inc. — all reported plans
- Mission Essential Group, LLC Retirement Plan (plan 001)
- The Mission Essential Group, LLC — all reported plans
- Desco Corporation Thrift Plan & Trust (plan 001)
- Desco Corporation — all reported plans
- The Wallick Companies 401(K) Retirement Savings Plan (plan 001)
- The Wallick Companies, LLC — all reported plans
- Red Roof Franchising, LLC 401(K) Savings Plan (plan 001)
- Red Roof Franchising, LLC — all reported plans
- New Albany Company 401(K) Plan (plan 001)
- New Albany Company — all reported plans
- Wallick Ownership Plan (plan 002)
- Wallick Communities Holdings, Inc. — all reported plans
- The Wallick Companies, LLC Employee Stock Ownership Plan (plan 002)
- Thirty-One Gifts 401(K) Plan (plan 001)
- Thirty-One Gifts, LLC — all reported plans
- Shremshock Companies 401k Plan (plan 002)
- Shremshock Architects, Inc. — all reported plans
- Capital City Electric, Inc. Employee Stock Ownership Plan (plan 002)
- Capital City Electric, Inc. — all reported plans
- Mpi Mgmt LLC D/B/A Olshan Properties 401(K) Plan (plan 001)
- Mpi Management LLC Dba Olshan Pr — all reported plans
- Methodology
- Data sources