Urbana, 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, Urbana, OH has 11 loaded benefit plan(s) reported by 8 plan sponsor(s), with $132,612,289 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 11
- Plan sponsors
- 8
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $132,612,289
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $132,612,289
Contributions & income
- Employer contributions
- $4,438,575
- Participant contributions
- $8,205,153
- Total income / additions
- $33,621,175
Expenses & distributions
- Benefits paid / distributions
- $11,624,736
- Total expenses
- $12,030,937
- Net increase / (decrease)
- $21,590,238
Coverage
- Total reported participants
- 4,770
- Plans with financial statements
- 4
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Urbana, 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 |
|---|---|---|---|
| Bundy Associates Retirement Plan | Russell T. Bundy Associates, Inc. | $49,369,962 | 2023 |
| Rittal 401(K) Plan | Rittal North America LLC | $48,340,497 | 2023 |
| Johnson Welded Products, Inc. 401(K) Profit Sharing Plan | Johnson Welded Products, Inc. | $28,341,248 | 2023 |
| Shippers Automotive Group 401(K) Plan | Shippers Automotive Group, LLC | $6,560,582 | 2023 |
| The Ultra-Met Company Employee Benefit Plan | The Ultra-Met Company | not reported in the loaded dataset | 2023 |
| Johnson Welded Products, Inc. Cafeteria Plan | Johnson Welded Products, Inc. | not reported in the loaded dataset | 2023 |
| Ipl Dayton Welfare Benefits Plan | Ipl Dayton | not reported in the loaded dataset | 2023 |
| Champaign Residential Living Flexible Benefit Plan | Champaign Residential Services, Inc | not reported in the loaded dataset | 2023 |
| Russell T. Bundy Associates, Inc. Health And Welfare Plan | Russell T. Bundy Associates, Inc. | not reported in the loaded dataset | 2023 |
| Rittal North America LLC Employee Benefit Plan | Rittal LLC | not reported in the loaded dataset | 2023 |
| Johnson Welded Products, Inc. Cafeteria Plan | Johnson Welded Products, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Urbana → · Urbana plans by participants → · Urbana plans with financial data → · Urbana plans with provider compensation → · $1B+ plans in Urbana →
Related Form 5500 pages
- All OH Form 5500 filings
- Bundy Associates Retirement Plan (plan 001)
- Russell T. Bundy Associates, Inc. — all reported plans
- Rittal 401(K) Plan (plan 001)
- Rittal North America LLC — all reported plans
- Johnson Welded Products, Inc. 401(K) Profit Sharing Plan (plan 001)
- Johnson Welded Products, Inc. — all reported plans
- Shippers Automotive Group 401(K) Plan (plan 001)
- Shippers Automotive Group, LLC — all reported plans
- The Ultra-Met Company Employee Benefit Plan (plan 501)
- The Ultra-Met Company — all reported plans
- Johnson Welded Products, Inc. Cafeteria Plan (plan 501)
- Ipl Dayton Welfare Benefits Plan (plan 501)
- Ipl Dayton — all reported plans
- Champaign Residential Living Flexible Benefit Plan (plan 502)
- Champaign Residential Services, Inc — all reported plans
- Russell T. Bundy Associates, Inc. Health And Welfare Plan (plan 505)
- Rittal North America LLC Employee Benefit Plan (plan 501)
- Johnson Welded Products, Inc. Cafeteria Plan (plan 501)
- Johnson Welded Products, Inc. — all reported plans
- Methodology
- Data sources