Plan5500

Sidney, 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, Sidney, OH has 24 loaded benefit plan(s) reported by 13 plan sponsor(s), with $283,293,547 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
24
Plan sponsors
13
Latest filing year
2023

What stands out in Sidney

  • 24 loaded plans hold $283.3M in reported assets across 13 sponsors.
  • The largest, Wilson Health 401(K) Plan, holds 30% of reported Sidney plan assets.
  • Plans cover 9,601 participants — about 400 per plan.
  • 58% of loaded plans report full Schedule H/I financial statements.
  • 42% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$283.3MSummed across loaded plans$283,293,547
Total reported assets$283.3M$283,293,547
Total reported participants9.6K9,601
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$283.3M total assets
Net assets$283.3MLiabilities$0
Contributions & income
Employer contributions$7.1M
Participant contributions$14.6M
Total income / additions$65.8M
Expenses & distributions
Benefits paid / distributions$24.2M
Total expenses$25.1M
Net increase / (decrease)$40.7M

Data coverage

Plans with financial statements14 / 24 (58%)
Plans with provider compensation10 / 24 (42%)

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

Sidney market comparison

Largest plan share of assets30%Wilson Health 401(K) Plan
Participants per plan400Average across loaded plans
Plan sponsors13
Ranked by reported assets

Largest loaded plans in Sidney

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

  1. 1
    Wilson Health 401(K) Plan$84.2M
    Shelby County Memorial Hospital Association Dba Wilson Health · 2023
  2. 2
    Advanced Composites, Inc. 401(K) Retirement Plan$47.2M
    Advanced Composites, Inc. · 2023
  3. 3
    Area Energy & Electric, Inc. Profit Sharing Plan$34M
    Area Energy & Electric, Inc. · 2023
  4. 4
    Alliance Compressors, LLC 401k Plan$28.1M
    Alliance Compressors, LLC · 2023
  5. 5
    Alliance Compressors, LLC Retirement Plan$21.9M
    Alliance Compressors · 2023
  6. 6
    Nk Parts Industries, Inc. Savings & Retirement Plan$14.3M
    Nk Parts Industries, Inc. · 2023
  7. 7
    Dickman Supply Company 401(K) Savings Plan$14.1M
    Dickman Supply Company · 2023
  8. 8
    Ferguson Construction Company 401(K) Plan For Operations$11.8M
    Ferguson Construction Company · 2023
  9. 9
    Continental Express, Inc. 401 (K) Plan$11.4M
    Continental Express, Inc. · 2023
  10. 10
    Midwest Ohio Dental Care 401(K) Profit Sharing Plan$5.8M
    Midwest Ohio Dental Care · 2023
  11. 11
    Kirk Nationalease Co. 401(K) Profit Sharing Plan$5.3M
    Kirk Nationalease Administration Company · 2023
  12. 12
    Monarch Lathes 401(K) Plan$4.4M
    Monarch Lathes L.P. · 2023
  13. 13
    Geordie Investment Corporation 401(K) Plan$737.9K
    Geordie Investment Corporation · 2023
  14. 14
    Peoples-Sidney Financial Corporation Employee Stock Ownership Plan$0
    Peoples-Sidney Financial Corporation · 2023
  15. 15
    Area Energy & Electric Inc., Health Insurance Plannot reported in the loaded dataset
    Area Energy & Electric, Inc. · 2023
  16. 16
    Kirk Nationalease Administration Company Employee Health Care Plannot reported in the loaded dataset
    Kirk Nationalease Administration Company · 2023
  17. 17
    Nk Parts Master Health And Welfare Benefits Plannot reported in the loaded dataset
    Nk Parts Industries, Inc. · 2023
  18. 18
    Ferguson Construction Company Employees Welfare Benefit Plan And Trustnot reported in the loaded dataset
    Ferguson Construction Company · 2023
  19. 19
    Continental Express Driver Leasing Wrap Benefit Plannot reported in the loaded dataset
    Continental Express, Inc. · 2023
  20. 20
    Advanced Composites, Inc. Employee Welfare Benefit Plansnot reported in the loaded dataset
    Advanced Composites, Inc. · 2023
  21. 21
    Wilson Health Welfare Benefit Plannot reported in the loaded dataset
    Shelby County Memorial Hospital Assoc. Inc. · 2023
  22. 22
    Alliance Compressors Employee Medical Plannot reported in the loaded dataset
    Emerson Climate Technologies, Inc. · 2023
  23. 23
    Dickman Supply Company Employee Benefit Plannot reported in the loaded dataset
    Dickman Supply Company · 2023
  24. 24
    The Life Insurance Plannot reported in the loaded dataset
    Ferguson Construction Company · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Sidney, OH?
24 plan(s) reported by 13 sponsor(s) are loaded for Sidney, OH.

Related Form 5500 pages