Plan5500

Sunbury, 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, Sunbury, OH has 6 loaded benefit plan(s) reported by 6 plan sponsor(s), with $8,923,993 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
6
Latest filing year
2023

What stands out in Sunbury

  • 6 loaded plans hold $8.9M in reported assets across 6 sponsors.
  • The largest, Ironsite, Inc. Employee Stock Ownership Plan, holds 37% of reported Sunbury plan assets.
  • Plans cover 1,392 participants — about 232 per plan.
  • 83% of loaded plans report full Schedule H/I financial statements.
  • 17% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.5MSummed across loaded plans$2,484,196
Total reported assets$8.9M$8,923,993
Total reported participants1.4K1,392
Total reported liabilities$6.4M$6,439,797

Reported net position

Reported assets = net assets + liabilities (summed)$8.9M total assets
Net assets$2.5MLiabilities$6.4M
Contributions & income
Employer contributions$717.9K
Participant contributions$834.7K
Total income / additions$2.1M
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.3M
Net increase / (decrease)$834.3K

Data coverage

Plans with financial statements5 / 6 (83%)
Plans with provider compensation1 / 6 (17%)

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

Sunbury market comparison

Largest plan share of assets37%Ironsite, Inc. Employee Stock Ownership Plan
Participants per plan232Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Sunbury

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

  1. 1
    Ironsite, Inc. Employee Stock Ownership Plan$3.3M
    Ironsite, Inc. · 2023
  2. 2
    Elk Promotions, Inc. 401(K) Profit Sharing Plan & Trust$3.2M
    Elk Promotions, Inc. · 2023
  3. 3
    Lillie & Co LLC 401(K) Profit Sharing Plan And Trust$2M
    Lillie And Company, LLC · 2023
  4. 4
    572 Fahrenheit Inc. 401(K) Plan$450.5K
    572 Fahrenheit Inc. · 2023
  5. 5
    401k & Profit Sharing Plan Of Hitachi Astemo$0
    Hitachi Astemo Ohio Manufacturing, Inc. · 2023
  6. 6
    Hitachi Astemo Americas, Inc. Associates Health & Welfare Benefit Plannot reported in the loaded dataset
    Hitachi Astemo Americas, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Sunbury, OH?
6 plan(s) reported by 6 sponsor(s) are loaded for Sunbury, OH.

Related Form 5500 pages