New Knoxville, 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 Knoxville, OH has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $16,416,827 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 New Knoxville

  • 1 loaded plans hold $16.4M in reported assets across 1 sponsors.
  • The largest, The Way International 401(K) Savings Plan, holds 100% of reported New Knoxville plan assets.
  • Plans cover 329 participants — about 329 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$16.4MSummed across loaded plans$16,416,827
Total reported assets$16.4M$16,416,827
Total reported participants329
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$16.4M total assets
Net assets$16.4MLiabilities$0
Contributions & income
Employer contributions$302.4K
Participant contributions$480.4K
Total income / additions$3.5M
Expenses & distributions
Benefits paid / distributions$1.3M
Total expenses$1.3M
Net increase / (decrease)$2.3M

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 New Knoxville, 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

New Knoxville market comparison

Largest plan share of assets100%The Way International 401(K) Savings Plan
Participants per plan329Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in New Knoxville

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

  1. 1
    The Way International · 2023

What to inspect next

Frequently asked questions

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

Related Form 5500 pages