How many Form 5500 benefit plans are loaded for Newbury, OH?

3 plan(s) reported by 2 sponsor(s) are loaded for Newbury, OH.

Newbury, 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, Newbury, OH has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $4,729,868 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: 2
Latest filing year: 2023

What stands out in Newbury

3 loaded plans hold $4.7M in reported assets across 2 sponsors.
The largest, Kuhnle Brothers, Inc. 401(K) Plan & Trust, holds 100% of reported Newbury plan assets.
Plans cover 490 participants — about 163 per plan.
33% of loaded plans report full Schedule H/I financial statements.
33% report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.7MSummed across loaded plans$4,729,868

Total reported assets$4.7M$4,729,868

Total reported participants490

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.7M total assets

Net assets$4.7MLiabilities$0

Contributions & income

Employer contributions$53K

Participant contributions$530.7K

Total income / additions$1.2M

Expenses & distributions

Benefits paid / distributions$450.1K

Total expenses$469.7K

Net increase / (decrease)$715.4K

Data coverage

Plans with financial statements1 / 3 (33%)

Plans with provider compensation1 / 3 (33%)

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

Newbury market comparison

Largest plan share of assets100%Kuhnle Brothers, Inc. 401(K) Plan & Trust

Participants per plan163Average across loaded plans

Plan sponsors2

Ranked by reported assets

Largest loaded plans in Newbury

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

1
Kuhnle Brothers, Inc. 401(K) Plan & Trust$4.7M
Kuhnle Brothers Trucking, Inc. · 2023
2
Kuhnle Brothers Health & Welfare Benefit Plannot reported in the loaded dataset
Kuhnle Brothers · 2023
3
Hill Group Healthcare Management, Inc Health Insurancenot reported in the loaded dataset
Hill Group Healthcare Management, Inc · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Newbury, OH?: 3 plan(s) reported by 2 sponsor(s) are loaded for Newbury, OH.