Plan5500

South Euclid, 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, South Euclid, OH has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $8,532,346 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in South Euclid

  • 3 loaded plans hold $8.5M in reported assets across 3 sponsors.
  • The largest, Eppco Enterprises, Inc. 401k Retirement Plan, holds 66% of reported South Euclid plan assets.
  • Plans cover 27 participants — about 9 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$8.5MSummed across loaded plans$8,532,346
Total reported assets$8.5M$8,532,346
Total reported participants27
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$8.5M total assets
Net assets$8.5MLiabilities$0
Contributions & income
Employer contributions$237.4K
Participant contributions$356K
Total income / additions$1.9M
Expenses & distributions
Benefits paid / distributions$348.8K
Total expenses$374.3K
Net increase / (decrease)$1.6M

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

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

South Euclid market comparison

Largest plan share of assets66%Eppco Enterprises, Inc. 401k Retirement Plan
Participants per plan9Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in South Euclid

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

  1. 1
    Eppco Enterprises, Inc. 401k Retirement Plan$5.6M
    Eppco Enterprises, Inc. · 2023
  2. 2
    Utilities Equipment & Supply Company Profit Sharing Plan & Trust$1.9M
    Utilities Equipment & Supply Co · 2023
  3. 3
    Oscar Nicholson Jr. M.D. Inc. Profit Sharing Plan$1.1M
    Oscar Nicholson, Jr. Md. Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for South Euclid, OH?
3 plan(s) reported by 3 sponsor(s) are loaded for South Euclid, OH.

Related Form 5500 pages