Plan5500

Shaker Hts, 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, Shaker Hts, OH has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $31,888,133 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Shaker Hts

  • 1 loaded plans hold $31.9M in reported assets across 1 sponsors.
  • The largest, The Equity Engineering Group, Inc. Employee Stock Ownership Plan And Trust, holds 100% of reported Shaker Hts plan assets.
  • Plans cover 175 participants — about 175 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$25.7MSummed across loaded plans$25,682,658
Total reported assets$31.9M$31,888,133
Total reported participants175
Total reported liabilities$6.2M$6,205,475

Reported net position

Reported assets = net assets + liabilities (summed)$31.9M total assets
Net assets$25.7MLiabilities$6.2M
Contributions & income
Employer contributions$1.1M
Participant contributionsNot reported
Total income / additions$10.2M
Expenses & distributions
Benefits paid / distributions$398.5K
Total expenses$549.3K
Net increase / (decrease)$9.7M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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

Shaker Hts market comparison

Largest plan share of assets100%The Equity Engineering Group, Inc. Employee Stock Ownership Plan And Trust
Participants per plan175Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Shaker Hts

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

  1. 1
    The Equity Engineering Group, Inc. Employee Stock Ownership Plan And Trust$31.9M
    The Equity Engineering Group, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Shaker Hts, OH?
1 plan(s) reported by 1 sponsor(s) are loaded for Shaker Hts, OH.

Related Form 5500 pages