Plan5500

New Lexington, 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 Lexington, OH has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $1,683,821 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.7MSummed across loaded plans$1,683,821
Total reported assets$1.7M$1,683,821
Total reported participants337
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.7M total assets
Net assets$1.7MLiabilities$0
Contributions & income
Employer contributionsNot reported
Participant contributions$75.3K
Total income / additions$298.6K
Expenses & distributions
Benefits paid / distributions$75.8K
Total expenses$86K
Net increase / (decrease)$212.6K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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

Largest plan share of assets100%Mount Aloysius Corporation Retirement Plan
Participants per plan169Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in New Lexington

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

  1. 1
    Mount Aloysius Corporation Retirement Plan$1.7M
    Mount Aloysius Corporation · 2023
  2. 2
    Ludowici Roof Tile, Inc. Employee Benefit Plannot reported in the loaded dataset
    Ludowici Roof Tile, Inc. · 2023

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

Related Form 5500 pages