Plan5500

Wellington, 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, Wellington, OH has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $29,307,278 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023

What stands out in Wellington

  • 3 loaded plans hold $29.3M in reported assets across 2 sponsors.
  • The largest, Forest City Technologies, Inc. Savings And Investment Plan, holds 99% of reported Wellington plan assets.
  • Plans cover 983 participants — about 328 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$29.3MSummed across loaded plans$29,307,278
Total reported assets$29.3M$29,307,278
Total reported participants983
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$29.3M total assets
Net assets$29.3MLiabilities$0
Contributions & income
Employer contributions$358K
Participant contributions$1.6M
Total income / additions$5.9M
Expenses & distributions
Benefits paid / distributions$1.5M
Total expenses$1.5M
Net increase / (decrease)$4.4M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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

Wellington market comparison

Largest plan share of assets99%Forest City Technologies, Inc. Savings And Investment Plan
Participants per plan328Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Wellington

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

  1. 1
    Forest City Technologies, Inc. Savings And Investment Plan$29M
    Forest City Technologies, Inc. · 2023
  2. 2
    Sofarr Inc. 401(K) Plan$336K
    Sofarr Inc. · 2023
  3. 3
    Forest City Technologies Inc Employee Benefit Plannot reported in the loaded dataset
    Forest City Technologies Inc · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages