Plan5500

Novelty, 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, Novelty, OH has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $2,033,829 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
4
Latest filing year
2023

What stands out in Novelty

  • 4 loaded plans hold $2M in reported assets across 4 sponsors.
  • The largest, Ralston Instruments LLC 401(K) Profit Sharing Plan & Trust, holds 85% of reported Novelty plan assets.
  • Plans cover 14 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$2MSummed across loaded plans$2,034,050
Total reported assets$2M$2,033,829
Total reported participants14
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2M total assets
Net assets$2MLiabilities$0
Contributions & income
Employer contributions$95.2K
Participant contributions$74K
Total income / additions$265.9K
Expenses & distributions
Benefits paid / distributions$398.5K
Total expenses$400.3K
Net increase / (decrease)-$134.4K

Data coverage

Plans with financial statements4 / 4 (100%)
Plans with provider compensation0 / 4 ()

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

Novelty market comparison

Largest plan share of assets85%Ralston Instruments LLC 401(K) Profit Sharing Plan & Trust
Participants per plan4Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Novelty

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

  1. 1
    Ralston Instruments LLC 401(K) Profit Sharing Plan & Trust$1.7M
    Ralston Instruments LLC · 2023
  2. 2
    5a Holdings Corporation 401(K) Plan$308K
    5a Holdings Corporation · 2023
  3. 3
    Heika Inc. Retirement Plan$0
    Heika Inc. · 2023
  4. 4
    Lindentree Enterprises, Inc. 401(K) Plan$0
    Lindentree Enterprises, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages