Plan5500

Oberlin, 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, Oberlin, OH has 7 loaded benefit plan(s) reported by 5 plan sponsor(s), with $553,528,436 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
5
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$553.5MSummed across loaded plans$553,528,436
Total reported assets$553.5M$553,528,436
Total reported participants4.4K4,366
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$553.5M total assets
Net assets$553.5MLiabilities$0
Contributions & income
Employer contributions$7.8M
Participant contributions$10.4M
Total income / additions$88M
Expenses & distributions
Benefits paid / distributions$44.3M
Total expenses$44.7M
Net increase / (decrease)$43.3M

Data coverage

Plans with financial statements5 / 7 (71%)
Plans with provider compensation3 / 7 (43%)

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

Oberlin market comparison

Largest plan share of assets90%Oberlin College Defined Contribution And Tax Deferred Annuity Retirement Plan
Participants per plan624Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Oberlin

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

  1. 1
    Oberlin College Defined Contribution And Tax Deferred Annuity Retirement Plan$498.6M
    Oberlin College · 2023
  2. 2
    Green Circle Growers, Inc 401(K) Retirement Plan$31.3M
    Green Circle Growers, Inc. · 2023
  3. 3
    National Association Of College Stores Employees Tax Deferred Savings Plan$18.3M
    National Association Of College Stores · 2023
  4. 4
    Agrinomix, LLC Employee 401(K) Plan$4.9M
    Agrinomix, LLC · 2023
  5. 5
    Lc&K Enterprises Inc. 401(K) Plan$396.7K
    Lc&K Enterprises Inc. · 2023
  6. 6
    Oberlin College Group Medicare Advantag Plannot reported in the loaded dataset
    Oberlin College · 2023
  7. 7
    Green Circle Growers, Inc. Health And Welfare Plannot reported in the loaded dataset
    Green Circle Growers, Inc. · 2023

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

Related Form 5500 pages