Plan5500

West Carrollton, 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, West Carrollton, OH has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $20,837,785 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
2
Latest filing year
2023

What stands out in West Carrollton

  • 4 loaded plans hold $20.8M in reported assets across 2 sponsors.
  • The largest, Corbus/Soin 401(K) Plan, holds 74% of reported West Carrollton plan assets.
  • Plans cover 512 participants — about 128 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$20.8MSummed across loaded plans$20,837,785
Total reported assets$20.8M$20,837,785
Total reported participants512
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$20.8M total assets
Net assets$20.8MLiabilities$0
Contributions & income
Employer contributions$497.5K
Participant contributions$1.1M
Total income / additions$4.9M
Expenses & distributions
Benefits paid / distributions$3.7M
Total expenses$3.7M
Net increase / (decrease)$1.3M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation1 / 4 (25%)

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

West Carrollton market comparison

Largest plan share of assets74%Corbus/Soin 401(K) Plan
Participants per plan128Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in West Carrollton

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

  1. 1
    Corbus/Soin 401(K) Plan$15.5M
    Corbus, LLC · 2023
  2. 2
    Wcpc Retirement Plan$2.9M
    West Carrollton Parchment & Converting, Inc. · 2023
  3. 3
    Wcpc Union Retirement Plan$2.4M
    West Carrollton Parchment & Converting, Inc. · 2023
  4. 4
    Corbus LLC Employee Benefit Plannot reported in the loaded dataset
    Corbus LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages