Springfield, 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, Springfield, OH has 35 loaded benefit plan(s) reported by 20 plan sponsor(s), with $604,881,891 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 35
- Plan sponsors
- 20
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $604,881,891
- Total reported liabilities (EOY)
- $7,852,506
- Total reported net assets (EOY)
- $597,029,385
Contributions & income
- Employer contributions
- $50,952,716
- Participant contributions
- $27,049,517
- Total income / additions
- $169,701,238
Expenses & distributions
- Benefits paid / distributions
- $86,269,117
- Total expenses
- $90,171,167
- Net increase / (decrease)
- $79,530,071
Coverage
- Total reported participants
- 13,623
- Plans with financial statements
- 22
- Plans with provider compensation
- 14
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Springfield, 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 |
|---|---|---|---|
| Kci Holding Usa, Inc. 401(K) Plan | Kci Holding Usa, Inc. | $315,345,022 | 2023 |
| Wittenberg University Defined Contribution Retirement Plan | Wittenberg University | $148,088,632 | 2023 |
| Benjamin Steel Company, Inc. Profit Sharing Plan/401(K) | Benjamin Steel Company | $20,641,991 | 2023 |
| The Ohio Masonic Home 403(B) Retirement Savings Plan | The Ohio Masonic Home | $14,140,786 | 2023 |
| Hef-Usa, Inc 401(K) Plan | Hef-Usa, Inc. | $12,843,833 | 2023 |
| Tri-State Forest Products, Inc. 401(K) Profit Sharing Plan | Tri-State Forest Products, Inc. | $12,665,197 | 2023 |
| Mcgregor Metalworking Companies 401(K) Profit Sharing Plan | Mcgregor Metal Holdings LLC | $11,125,233 | 2023 |
| Parker Trutec Incorporated 401(K) Profit Sharing Plan & Trust | Parker Trutec Incorporated | $10,750,082 | 2023 |
| Ovmc 401(K) Plan | Ohio Valley Medical Center, LLC | $10,105,288 | 2023 |
| Kci Holding Usa, Inc. Employee Health Care Plan | Kci Holding Usa, Inc. | $8,528,950 | 2023 |
| Rocking Horse Center 401(K) Plan | Rocking Horse Center | $6,964,493 | 2023 |
| Mhscmc 403(B) Plan | Mental Health Services For Clark And Madison Counties Inc | $6,923,559 | 2023 |
| Springfield Industrial Services 401(K) Retirement Plan | The Champion Company And Additional Subscribers | $5,961,177 | 2023 |
| Accuserve Solutions, Inc. Retirement Plan | Accuserve Solutions, Inc. | $5,822,464 | 2023 |
| Esterline & Sons Mfg., LLC 401(K)Plan | Esterline & Sons LLC | $5,159,930 | 2023 |
| Woeber Mustard Company 401(K) Profit Sharing Plan | Woeber Mustard Company | $4,775,806 | 2023 |
| Ever-Roll Employee Stock Ownership Plan | Ever-Roll Specialties Co. | $3,125,005 | 2023 |
| Valco And A&E Employee Stock Ownership Plan | A&E Powder Coating, Inc. | $1,677,025 | 2023 |
| J.L. Baumgardner Inc. Retirement Plan | J.L. Baumgardner Inc. | $237,418 | 2023 |
| Ih Credit Union, Inc. Senior Management Employee Health Benefit Plan | Ih Credit Union, Inc. | $0 | 2023 |
| Ih Credit Union, Inc. Non-Union Employee Health Benefit Plan | Ih Credit Union, Inc. | $0 | 2023 |
| Ih Credit Union, Inc. Employee Health Benefit Plan | Ih Credit Union, Inc. | $0 | 2023 |
| Benjamin Steel Company Employee Benefit Trust | Benjamin Steel Company | not reported in the loaded dataset | 2023 |
| Ohio Valley Medical Center Employee Benefit Plan | Ohio Valley Medical Center | not reported in the loaded dataset | 2023 |
| Ohio Masonic Home Health And Accident Plan | Ohio Masonic Homes | not reported in the loaded dataset | 2023 |
Largest plans in Springfield → · Springfield plans by participants → · Springfield plans with financial data → · Springfield plans with provider compensation → · $1B+ plans in Springfield →
Related Form 5500 pages
- All OH Form 5500 filings
- Kci Holding Usa, Inc. 401(K) Plan (plan 001)
- Kci Holding Usa, Inc. — all reported plans
- Wittenberg University Defined Contribution Retirement Plan (plan 001)
- Wittenberg University — all reported plans
- Benjamin Steel Company, Inc. Profit Sharing Plan/401(K) (plan 001)
- Benjamin Steel Company — all reported plans
- The Ohio Masonic Home 403(B) Retirement Savings Plan (plan 002)
- The Ohio Masonic Home — all reported plans
- Hef-Usa, Inc 401(K) Plan (plan 001)
- Hef-Usa, Inc. — all reported plans
- Tri-State Forest Products, Inc. 401(K) Profit Sharing Plan (plan 001)
- Tri-State Forest Products, Inc. — all reported plans
- Mcgregor Metalworking Companies 401(K) Profit Sharing Plan (plan 001)
- Mcgregor Metal Holdings LLC — all reported plans
- Parker Trutec Incorporated 401(K) Profit Sharing Plan & Trust (plan 001)
- Parker Trutec Incorporated — all reported plans
- Ovmc 401(K) Plan (plan 001)
- Ohio Valley Medical Center, LLC — all reported plans
- Kci Holding Usa, Inc. Employee Health Care Plan (plan 501)
- Rocking Horse Center 401(K) Plan (plan 001)
- Rocking Horse Center — all reported plans
- Mhscmc 403(B) Plan (plan 002)
- Mental Health Services For Clark And Madison Counties Inc — all reported plans
- Springfield Industrial Services 401(K) Retirement Plan (plan 001)
- The Champion Company And Additional Subscribers — all reported plans
- Accuserve Solutions, Inc. Retirement Plan (plan 001)
- Accuserve Solutions, Inc. — all reported plans
- Esterline & Sons Mfg., LLC 401(K)Plan (plan 001)
- Esterline & Sons LLC — all reported plans
- Methodology
- Data sources