Richfield, 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, Richfield, OH has 13 loaded benefit plan(s) reported by 9 plan sponsor(s), with $428,315,024 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
- 9
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $428,315,024
- Total reported liabilities (EOY)
- $61,248
- Total reported net assets (EOY)
- $428,253,776
Contributions & income
- Employer contributions
- $17,613,386
- Participant contributions
- $41,561,194
- Total income / additions
- $123,245,993
Expenses & distributions
- Benefits paid / distributions
- $46,561,180
- Total expenses
- $48,061,010
- Net increase / (decrease)
- $75,184,983
Coverage
- Total reported participants
- 17,342
- Plans with financial statements
- 8
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Richfield, 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 |
|---|---|---|---|
| Group Management Services, Inc. 401(K) Profit Sharing Plan & Trust | Group Management Services, Inc. | $335,627,991 | 2023 |
| Wmk LLC 401k Profit Sharing Plan & Trust | Wmk Inc | $51,205,966 | 2023 |
| Thorson Baker & Associates, Inc. Profit Sharing Plan And Trust | Thorson Baker & Associates, Inc. | $22,596,135 | 2023 |
| Irg Realty Advisors 401(K) Plan | Irg Realty Advisors, LLC | $15,543,119 | 2023 |
| King'S Medical Group Employees' Stock Ownership Plan And Trust | King'S Medical Group, Inc. | $3,234,588 | 2023 |
| Davinci Visions Inc. Retirement Plan | Davinci Visions Inc. | $107,225 | 2023 |
| Navigate360, LLC 401(K) Profit Sharing Plan And Trust | Navigate360, LLC | $0 | 2023 |
| P.D.K. Group Inc. Retirement Plan | P.D.K Group Inc. | $0 | 2023 |
| Irg Realty Advisors LLC | Irg Realty Advisors LLC | not reported in the loaded dataset | 2023 |
| Irg Realty Advisors LLC | Irg Realty Advisors LLC | not reported in the loaded dataset | 2023 |
| Wmk, LLC Welfare Benefit Plan | Wmk LLC | not reported in the loaded dataset | 2023 |
| Hissong Group Health & Welfare Plan | Hissong Group, Inc | not reported in the loaded dataset | 2023 |
| Thorson Baker Health And Welfare Plan | Thorson Baker & Associates, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Richfield → · Richfield plans by participants → · Richfield plans with financial data → · Richfield plans with provider compensation → · $1B+ plans in Richfield →
Related Form 5500 pages
- All OH Form 5500 filings
- Group Management Services, Inc. 401(K) Profit Sharing Plan & Trust (plan 001)
- Group Management Services, Inc. — all reported plans
- Wmk LLC 401k Profit Sharing Plan & Trust (plan 001)
- Wmk Inc — all reported plans
- Thorson Baker & Associates, Inc. Profit Sharing Plan And Trust (plan 001)
- Thorson Baker & Associates, Inc. — all reported plans
- Irg Realty Advisors 401(K) Plan (plan 001)
- Irg Realty Advisors, LLC — all reported plans
- King'S Medical Group Employees' Stock Ownership Plan And Trust (plan 002)
- King'S Medical Group, Inc. — all reported plans
- Davinci Visions Inc. Retirement Plan (plan 001)
- Davinci Visions Inc. — all reported plans
- Navigate360, LLC 401(K) Profit Sharing Plan And Trust (plan 001)
- Navigate360, LLC — all reported plans
- P.D.K. Group Inc. Retirement Plan (plan 001)
- P.D.K Group Inc. — all reported plans
- Irg Realty Advisors LLC (plan 501)
- Irg Realty Advisors LLC (plan 502)
- Wmk, LLC Welfare Benefit Plan (plan 501)
- Hissong Group Health & Welfare Plan (plan 501)
- Hissong Group, Inc — all reported plans
- Thorson Baker Health And Welfare Plan (plan 503)
- Methodology
- Data sources