Plan5500

Sugarcreek, 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, Sugarcreek, OH has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $102,985,127 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
4
Latest filing year
2023

What stands out in Sugarcreek

  • 5 loaded plans hold $103M in reported assets across 4 sponsors.
  • The largest, Provia 401k Plan, holds 91% of reported Sugarcreek plan assets.
  • Plans cover 4,213 participants — about 843 per plan.
  • 80% of loaded plans report full Schedule H/I financial statements.
  • 60% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$103MSummed across loaded plans$102,971,445
Total reported assets$103M$102,985,127
Total reported participants4.2K4,213
Total reported liabilities$13.7K$13,682

Reported net position

Reported assets = net assets + liabilities (summed)$103M total assets
Net assets$103MLiabilities$13.7K
Contributions & income
Employer contributions$4.8M
Participant contributions$9.9M
Total income / additions$29.5M
Expenses & distributions
Benefits paid / distributions$5M
Total expenses$5.3M
Net increase / (decrease)$24.2M

Data coverage

Plans with financial statements4 / 5 (80%)
Plans with provider compensation3 / 5 (60%)

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

Sugarcreek market comparison

Largest plan share of assets91%Provia 401k Plan
Participants per plan843Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Sugarcreek

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

  1. 1
    Provia 401k Plan$93.8M
    Provia Payroll, LLC · 2023
  2. 2
    Pleasant Valley Trailers Retirement Plan$6.7M
    Pleasant Valley Trailers · 2023
  3. 3
    Superb Industries, Inc. 401(K) Retirement Plan$2.2M
    Superb Industries, Inc. · 2023
  4. 4
    Finzer Brothers Beneficial Association$321.2K
    Finzer Brothers Beneficial Assoc · 2023
  5. 5
    Provia Holdings, Inc. Cafeteria Plannot reported in the loaded dataset
    Provia Holdings, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Sugarcreek, OH?
5 plan(s) reported by 4 sponsor(s) are loaded for Sugarcreek, OH.

Related Form 5500 pages