Upper Arlington, 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, Upper Arlington, OH has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $673,070 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
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $673,070
- Total reported liabilities (EOY)
- $245,932
- Total reported net assets (EOY)
- $427,138
Contributions & income
- Employer contributions
- $4,713,408
- Participant contributions
- $2,565,361
- Total income / additions
- $7,286,988
Expenses & distributions
- Benefits paid / distributions
- $6,276,398
- Total expenses
- $7,277,507
- Net increase / (decrease)
- $9,481
Coverage
- Total reported participants
- 659
- Plans with financial statements
- 5
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Upper Arlington, 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 |
|---|---|---|---|
| Ellora, Inc. Retirement Plan | Ellora, Inc. | $260,842 | 2023 |
| Cbc Companies, Inc. Health & Welfare Plan | Cbc Companies, Inc. | $245,932 | 2023 |
| Aal Grow, Inc. 401(K) Plan | Aal Grow, Inc. | $143,733 | 2023 |
| Sundari Holdings, Inc. Retirement Plan | Sundari Holdings, Inc. | $12,563 | 2023 |
| Troy Stacy Enterprises Inc Retirement Plan | Troy Stacy Enterprises Inc | $10,000 | 2023 |
Largest plans in Upper Arlington → · Upper Arlington plans by participants → · Upper Arlington plans with financial data → · Upper Arlington plans with provider compensation → · $1B+ plans in Upper Arlington →
Related Form 5500 pages
- All OH Form 5500 filings
- Ellora, Inc. Retirement Plan (plan 001)
- Ellora, Inc. — all reported plans
- Cbc Companies, Inc. Health & Welfare Plan (plan 501)
- Cbc Companies, Inc. — all reported plans
- Aal Grow, Inc. 401(K) Plan (plan 001)
- Aal Grow, Inc. — all reported plans
- Sundari Holdings, Inc. Retirement Plan (plan 001)
- Sundari Holdings, Inc. — all reported plans
- Troy Stacy Enterprises Inc Retirement Plan (plan 001)
- Troy Stacy Enterprises Inc — all reported plans
- Methodology
- Data sources