Plan5500

Port Clinton, 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, Port Clinton, OH has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $41,933,911 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
4
Latest filing year
2023

What stands out in Port Clinton

  • 6 loaded plans hold $41.9M in reported assets across 4 sponsors.
  • The largest, H. B. Magruder Memorial Hospital 403(B) Plan, holds 53% of reported Port Clinton plan assets.
  • Plans cover 1,419 participants — about 237 per plan.
  • 83% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$41.9MSummed across loaded plans$41,933,911
Total reported assets$41.9M$41,933,911
Total reported participants1.4K1,419
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$41.9M total assets
Net assets$41.9MLiabilities$0
Contributions & income
Employer contributions$673.4K
Participant contributions$1.3M
Total income / additions$7.9M
Expenses & distributions
Benefits paid / distributions$5M
Total expenses$5M
Net increase / (decrease)$3M

Data coverage

Plans with financial statements5 / 6 (83%)
Plans with provider compensation2 / 6 (33%)

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

Port Clinton market comparison

Largest plan share of assets53%H. B. Magruder Memorial Hospital 403(B) Plan
Participants per plan237Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Port Clinton

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

  1. 1
    H. B. Magruder Memorial Hospital 403(B) Plan$22.1M
    H. B. Magruder Memorial Hospital · 2023
  2. 2
    Retirement Plan For Employees Of H. B. Magruder Memorial Hospital$17.8M
    H. B. Magruder Memorial Hospital · 2023
  3. 3
    Bassett'S Employees Profit Sharing And Stock Ownership Plan$1M
    Mike-Tell-Char, Inc. · 2023
  4. 4
    The Trustees Of Bolte Real Estate, Inc. & Bolte Insurance, Inc. 401(K) & Profit Sharing Plan$971.7K
    Bolte Real Estate Inc & Bolte Insurance Inc. · 2023
  5. 5
    Jonis Ventures Inc. 401k Profit Sharing Plan$59.3K
    Jonis Ventures Inc. · 2023
  6. 6
    H B Magruder Memorial Hospital Employee Benefits Plannot reported in the loaded dataset
    H B Magruder Memorial Hospital · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages