Plan5500

Oakwood Village, 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, Oakwood Village, OH has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $14,381,912 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
4
Latest filing year
2023

What stands out in Oakwood Village

  • 5 loaded plans hold $14.4M in reported assets across 4 sponsors.
  • The largest, Petittis 401(K) Plan, holds 74% of reported Oakwood Village plan assets.
  • Plans cover 968 participants — about 194 per plan.
  • 60% of loaded plans report full Schedule H/I financial statements.
  • 20% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$14.4MSummed across loaded plans$14,381,912
Total reported assets$14.4M$14,381,912
Total reported participants968
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$14.4M total assets
Net assets$14.4MLiabilities$0
Contributions & income
Employer contributions$310K
Participant contributions$762.8K
Total income / additions$3.4M
Expenses & distributions
Benefits paid / distributions$1.3M
Total expenses$1.3M
Net increase / (decrease)$2.1M

Data coverage

Plans with financial statements3 / 5 (60%)
Plans with provider compensation1 / 5 (20%)

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

Oakwood Village market comparison

Largest plan share of assets74%Petittis 401(K) Plan
Participants per plan194Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Oakwood Village

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

  1. 1
    Petittis 401(K) Plan$10.6M
    Flowerland Garden Centers Of Cleveland, Inc. · 2023
  2. 2
    Hy-Tech Controls, Inc. Amended & Restated 401(K) Plan & Trust$2.7M
    Hy-Tech Controls, Inc. · 2023
  3. 3
    Koltcz Concrete Block Company Profit Sharing Plan$1.1M
    Koltcz Concrete Block Company · 2023
  4. 4
    Medical Service Companies Employee Benefits Plannot reported in the loaded dataset
    Medical Service Companies · 2023
  5. 5
    Flowerland Garden Centers Of Cleveland, Inc. Dba Petitti Garden Centers Employee Benefits Plannot reported in the loaded dataset
    Flowerland Garden Centers Of Cleveland, Inc. Dba Petitti Garden Center · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages