Plan5500

University Heights, 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, University Heights, OH has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $193,988,500 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

What stands out in University Heights

  • 2 loaded plans hold $194M in reported assets across 1 sponsors.
  • The largest, John Carroll University Dc Retirement Plan Tax Deferred Annuity Retirement Plan, holds 100% of reported University Heights plan assets.
  • Plans cover 1,894 participants — about 947 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$194MSummed across loaded plans$193,988,500
Total reported assets$194M$193,988,500
Total reported participants1.9K1,894
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$194M total assets
Net assets$194MLiabilities—
Contributions & income
Employer contributions$2.2M
Participant contributions$2.7M
Total income / additions$29.6M
Expenses & distributions
Benefits paid / distributions$16.1M
Total expenses$16.3M
Net increase / (decrease)$13.3M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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

University Heights market comparison

Largest plan share of assets100%John Carroll University Dc Retirement Plan Tax Deferred Annuity Retirement Plan
Participants per plan947Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in University Heights

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

  1. 1
    John Carroll University Dc Retirement Plan Tax Deferred Annuity Retirement Plan$194M
    John Carroll University · 2023
  2. 2
    John Carroll University Benefit Plannot reported in the loaded dataset
    John Carroll University · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for University Heights, OH?
2 plan(s) reported by 1 sponsor(s) are loaded for University Heights, OH.

Related Form 5500 pages