Plan5500

North Jackson, 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, North Jackson, OH has 7 loaded benefit plan(s) reported by 4 plan sponsor(s), with $20,835,955 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
4
Latest filing year
2023

What stands out in North Jackson

  • 7 loaded plans hold $20.8M in reported assets across 4 sponsors.
  • The largest, Liberty Steel Products 401(K) Retirement Plan, holds 49% of reported North Jackson plan assets.
  • Plans cover 1,283 participants — about 183 per plan.
  • 57% of loaded plans report full Schedule H/I financial statements.
  • 57% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$20.7MSummed across loaded plans$20,741,236
Total reported assets$20.8M$20,835,955
Total reported participants1.3K1,283
Total reported liabilities$94.7K$94,719

Reported net position

Reported assets = net assets + liabilities (summed)$20.8M total assets
Net assets$20.7MLiabilities$94.7K
Contributions & income
Employer contributions$1.1M
Participant contributions$782.4K
Total income / additions$4.4M
Expenses & distributions
Benefits paid / distributions$2.2M
Total expenses$2.3M
Net increase / (decrease)$2.1M

Data coverage

Plans with financial statements4 / 7 (57%)
Plans with provider compensation4 / 7 (57%)

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

North Jackson market comparison

Largest plan share of assets49%Liberty Steel Products 401(K) Retirement Plan
Participants per plan183Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in North Jackson

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

  1. 1
    Liberty Steel Products 401(K) Retirement Plan$10.1M
    Liberty Steel Products, Inc. · 2023
  2. 2
    Liberty Steel Products, Inc. Defined Benefit Plan$6.1M
    Liberty Steel Products, Inc. · 2023
  3. 3
    Safe-Harbor 401(K) Profit Sharing Plan For Employees Of Extrudex Aluminum Inc.$4.2M
    Extrudex Aluminum Inc. · 2023
  4. 4
    One-Calls Inc Veba Trust$366.3K
    One-Calls Inc Veba Trust · 2023
  5. 5
    Liberty Steel Products, Inc. Employee Welfare Benenot reported in the loaded dataset
    Liberty Steel Products Inc · 2023
  6. 6
    Encore Express, Ltd Health And Welfare Plannot reported in the loaded dataset
    Encore Express, Ltd. · 2023
  7. 7
    Extrudex Aluminum Health And Welfare Plannot reported in the loaded dataset
    Extrudex Aluminum, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for North Jackson, OH?
7 plan(s) reported by 4 sponsor(s) are loaded for North Jackson, OH.

Related Form 5500 pages