Parma, 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, Parma, OH has 13 loaded benefit plan(s) reported by 10 plan sponsor(s), with $428,627,177 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 13
- Plan sponsors
- 10
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $428,627,177
- Total reported liabilities (EOY)
- $9,392,403
- Total reported net assets (EOY)
- $419,234,774
Contributions & income
- Employer contributions
- $32,641,505
- Participant contributions
- $4,019,038
- Total income / additions
- $85,953,740
Expenses & distributions
- Benefits paid / distributions
- $37,511,985
- Total expenses
- $40,220,105
- Net increase / (decrease)
- $45,733,635
Coverage
- Total reported participants
- 11,533
- Plans with financial statements
- 9
- Plans with provider compensation
- 7
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Parma, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan | Trustees Of Sheet Metal Workers Local 33 Pension Plan | $187,250,104 | 2023 |
| Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan | Sheet Metal Workers Local 33 | $154,012,454 | 2023 |
| Legacy Health Services 401(K) Retirement Savings Plan | Legacy Health Services | $28,365,712 | 2023 |
| Sheet Metal Workers' Union Local 33 Cleveland District - Health Benefits Fund | Sheet Metal Workers' Union Lcl 33 Cleveland Dist - Health Benefits Fd | $27,522,478 | 2023 |
| Kirkwood Holding, Inc. Retirement Savings Trust And Plan | Kirkwood Holding Inc. | $22,911,125 | 2023 |
| Buckeye Chai 401(K) Plan | Buckeye Chai Holding Company, LLC | $5,757,281 | 2023 |
| Local 33 Supplemental Retiree Health Fund | Sheet Metal Workers Local 33 Supplemental Retiree Health Fund | $2,083,541 | 2023 |
| Jb Loc Home Services Inc. Retirement Plan | Jb Loc Home Services Inc. | $576,382 | 2023 |
| Dt Unlimited, Inc. Retirement Plan | Dt Unlimited, Inc. | $148,100 | 2023 |
| Buckeye Chai Holding Company Welfare Benefit Plan | Buckeye Chai Holding Company, LLC | not reported in the loaded dataset | 2023 |
| Kirkwood Holding Inc. Benefits Plan | Kirkwood Holding Inc. | not reported in the loaded dataset | 2023 |
| Dmd Management, Inc. Group Insurance Plan | Dmd Management, Inc. | not reported in the loaded dataset | 2023 |
| Constellation Schools Parma Community Welfare Benefit Plan | Constellation Schools Parma Community | not reported in the loaded dataset | 2023 |
Largest plans in Parma → · Parma plans by participants → · Parma plans with financial data → · Parma plans with provider compensation → · $1B+ plans in Parma →
Related Form 5500 pages
- All OH Form 5500 filings
- Sheet Metal Workers' Local No. 33 Cleveland District Pension Plan (plan 001)
- Trustees Of Sheet Metal Workers Local 33 Pension Plan — all reported plans
- Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan (plan 001)
- Sheet Metal Workers Local 33 — all reported plans
- Legacy Health Services 401(K) Retirement Savings Plan (plan 001)
- Legacy Health Services — all reported plans
- Sheet Metal Workers' Union Local 33 Cleveland District - Health Benefits Fund (plan 501)
- Sheet Metal Workers' Union Lcl 33 Cleveland Dist - Health Benefits Fd — all reported plans
- Kirkwood Holding, Inc. Retirement Savings Trust And Plan (plan 005)
- Kirkwood Holding Inc. — all reported plans
- Buckeye Chai 401(K) Plan (plan 001)
- Buckeye Chai Holding Company, LLC — all reported plans
- Local 33 Supplemental Retiree Health Fund (plan 501)
- Sheet Metal Workers Local 33 Supplemental Retiree Health Fund — all reported plans
- Jb Loc Home Services Inc. Retirement Plan (plan 001)
- Jb Loc Home Services Inc. — all reported plans
- Dt Unlimited, Inc. Retirement Plan (plan 001)
- Dt Unlimited, Inc. — all reported plans
- Buckeye Chai Holding Company Welfare Benefit Plan (plan 501)
- Kirkwood Holding Inc. Benefits Plan (plan 501)
- Dmd Management, Inc. Group Insurance Plan (plan 502)
- Constellation Schools Parma Community Welfare Benefit Plan (plan 501)
- Constellation Schools Parma Community — all reported plans
- Methodology
- Data sources