Valley View, 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, Valley View, OH has 30 loaded benefit plan(s) reported by 26 plan sponsor(s), with $971,067,283 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 30
- Plan sponsors
- 26
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $971,067,283
- Total reported liabilities (EOY)
- $8,523,334
- Total reported net assets (EOY)
- $962,543,949
Contributions & income
- Employer contributions
- $123,378,268
- Participant contributions
- $21,331,393
- Total income / additions
- $265,236,978
Expenses & distributions
- Benefits paid / distributions
- $182,887,032
- Total expenses
- $196,749,129
- Net increase / (decrease)
- $68,487,849
Coverage
- Total reported participants
- 37,973
- Plans with financial statements
- 24
- Plans with provider compensation
- 18
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Valley View, 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 |
|---|---|---|---|
| Cleveland Bakers And Teamsters Pension Fund | Joint Bot Cleveland Bakers And Teamsters Pension Fund | $348,260,944 | 2023 |
| Building Material Drivers Local 436 Pension Fund | Board Of Trustees Of Building Matl Drivers Local 436 Pension Fund | $113,751,618 | 2023 |
| Cleveland Bakers And Teamsters Health And Welfare Fund | Joint Bot Cleveland Bakers And Teamsters H & W Fund | $111,477,545 | 2023 |
| Teamsters Union Local No. 52 Pension Fund | Board Of Trustees, Teamsters Union Local No. 52 Pension Fund | $107,435,412 | 2023 |
| Bac Local 23 North Shore Chapter Pension Fund | Joint Board Of Trustees Of Bac Local 23 North Shore Chapter | $105,530,377 | 2023 |
| Carepathrx 401(K) Plan | Carepathrx Midco Inc. | $64,913,659 | 2023 |
| Safeguard Properties Management, LLC 401(K) Profit Sharing Plan | Safeguard Properties Management, LLC | $27,469,763 | 2023 |
| Refrigeration Sales Corporation Of Cleveland 401(K) Savings & Profit Sharing Plan | Refrigeration Sales Company LLC | $21,736,361 | 2023 |
| Bac Local 23 North Shore Chapter Health And Welfare Fund | Joint Board Of Trustees Of Bac Local 23 North Shore Chapter | $14,075,726 | 2023 |
| Valley Truck Centers 401(K) Plan | Valley Ford Truck, Inc. | $11,883,649 | 2023 |
| Cleveland Bakers And Affiliated Unions 401(K) Plan | Cleveland Bakers And Affiliated Union 401(K) Plan | $8,620,665 | 2023 |
| Avantia, Inc. 401(K) Plan | Avantia, Inc. | $7,063,256 | 2023 |
| Donald G. Bohning & Associates, Inc. Employees' Profit Sharing Plan | Donald G. Bohning & Associates, Inc. | $6,991,912 | 2023 |
| Kase Equipment Corporation Retirement Plan | Kase Equipment Corporation | $5,379,215 | 2023 |
| Down To Earth 401(K) Plan | Seasons Service Select, LLC | $4,904,928 | 2023 |
| Teamsters Joint Council No. 41 Severance Plan | Teamsters Joint Council No. 41 | $3,678,973 | 2023 |
| Health And Welfare Fund Of Local Union 73 | Board Of Trustees Of The Health & Welfare Fund Of Local Union 73 | $2,601,254 | 2023 |
| Precision Metal Products, Inc. 401(K)/Profit Sharing Plan | Precision Metal Products, Inc. | $2,402,001 | 2023 |
| Health And Welfare Fund Of Teamsters Local 473 | Board Of Trustees Health And Welfare Fnd Of Teamsters Local 473 | $1,242,915 | 2023 |
| Cleveland Bakers Charitable Educational Recreational Fund | Cleveland Bakers Local No. 19 Cer Fund Joint Board Of Trustees | $1,094,034 | 2023 |
| Teamsters Union Local No. 507 Charitable, Educational And Recreational Fund | Board Of Trustees, Teamsters Union Local No. 507 Cer Fund | $286,358 | 2023 |
| Textile Processors Service Trades Health Care Professional And Technical Employees International Union Local No 1 Pension Fund | Board Of Trustees, Textile Processors Service Trades Health Care | $146,475 | 2023 |
| Guggs Inc. Retirement Plan | Guggs Inc. | $92,785 | 2023 |
| Cleveland Newspaper Publishers - Newspaper & Magazine Drivers Union Local 473 Recreation Fund | Board Of Trustees Cleve News Pub Np & Mag Drvrs Local 473 - Rec Fun | $27,458 | 2023 |
| Safeguard Properties Management, LLC Employee Benefits Plan | Safeguard Properties Management, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Valley View → · Valley View plans by participants → · Valley View plans with financial data → · Valley View plans with provider compensation → · $1B+ plans in Valley View →
Related Form 5500 pages
- All OH Form 5500 filings
- Cleveland Bakers And Teamsters Pension Fund (plan 001)
- Joint Bot Cleveland Bakers And Teamsters Pension Fund — all reported plans
- Building Material Drivers Local 436 Pension Fund (plan 001)
- Board Of Trustees Of Building Matl Drivers Local 436 Pension Fund — all reported plans
- Cleveland Bakers And Teamsters Health And Welfare Fund (plan 501)
- Joint Bot Cleveland Bakers And Teamsters H & W Fund — all reported plans
- Teamsters Union Local No. 52 Pension Fund (plan 001)
- Board Of Trustees, Teamsters Union Local No. 52 Pension Fund — all reported plans
- Bac Local 23 North Shore Chapter Pension Fund (plan 001)
- Joint Board Of Trustees Of Bac Local 23 North Shore Chapter — all reported plans
- Carepathrx 401(K) Plan (plan 001)
- Carepathrx Midco Inc. — all reported plans
- Safeguard Properties Management, LLC 401(K) Profit Sharing Plan (plan 001)
- Safeguard Properties Management, LLC — all reported plans
- Refrigeration Sales Corporation Of Cleveland 401(K) Savings & Profit Sharing Plan (plan 001)
- Refrigeration Sales Company LLC — all reported plans
- Bac Local 23 North Shore Chapter Health And Welfare Fund (plan 501)
- Valley Truck Centers 401(K) Plan (plan 001)
- Valley Ford Truck, Inc. — all reported plans
- Cleveland Bakers And Affiliated Unions 401(K) Plan (plan 001)
- Cleveland Bakers And Affiliated Union 401(K) Plan — all reported plans
- Avantia, Inc. 401(K) Plan (plan 001)
- Avantia, Inc. — all reported plans
- Donald G. Bohning & Associates, Inc. Employees' Profit Sharing Plan (plan 001)
- Donald G. Bohning & Associates, Inc. — all reported plans
- Kase Equipment Corporation Retirement Plan (plan 001)
- Kase Equipment Corporation — all reported plans
- Down To Earth 401(K) Plan (plan 001)
- Seasons Service Select, LLC — all reported plans
- Methodology
- Data sources