Plan5500

New Lebanon, 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 Lebanon, OH has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $768,767 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in New Lebanon

  • 3 loaded plans hold $768.8K in reported assets across 3 sponsors.
  • The largest, Dt Wright Holdings Inc. Retirement Plan, holds 78% of reported New Lebanon plan assets.
  • Plans cover 11 participants — about 4 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$768.8KSummed across loaded plans$768,767
Total reported assets$768.8K$768,767
Total reported participants11
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$768.8K total assets
Net assets$768.8KLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$360
Total income / additions$61.7K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$35
Net increase / (decrease)$61.7K

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for New Lebanon, 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 Lebanon market comparison

Largest plan share of assets78%Dt Wright Holdings Inc. Retirement Plan
Participants per plan4Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in New Lebanon

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

  1. 1
    Dt Wright Holdings Inc. Retirement Plan$601.5K
    Dt Wright Holdings Inc. · 2023
  2. 2
    New Horizon Clinicians, Inc. 401k Profit Sharing Plan$93K
    New Horizon Clinicians, Inc. · 2023
  3. 3
    Halter Lawn & Landscaping, Inc. 401(K) Plan$74.3K
    Halter Lawn & Landscaping, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for New Lebanon, OH?
3 plan(s) reported by 3 sponsor(s) are loaded for New Lebanon, OH.

Related Form 5500 pages