Plan5500

West Jefferson, 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 Jefferson, OH has 8 loaded benefit plan(s) reported by 2 plan sponsor(s), with $51,973,106 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
2
Latest filing year
2023

What stands out in West Jefferson

  • 8 loaded plans hold $52M in reported assets across 2 sponsors.
  • The largest, Jefferson Industries Corp. Retirement Plan, holds 75% of reported West Jefferson plan assets.
  • Plans cover 2,563 participants — about 320 per plan.
  • 25% 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$52MSummed across loaded plans$51,973,106
Total reported assets$52M$51,973,106
Total reported participants2.6K2,563
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$52M total assets
Net assets$52MLiabilities$0
Contributions & income
Employer contributions$2.6M
Participant contributions$3.7M
Total income / additions$15.1M
Expenses & distributions
Benefits paid / distributions$5.1M
Total expenses$5.2M
Net increase / (decrease)$9.9M

Data coverage

Plans with financial statements2 / 8 (25%)
Plans with provider compensation2 / 8 (25%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for West Jefferson, 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 Jefferson market comparison

Largest plan share of assets75%Jefferson Industries Corp. Retirement Plan
Participants per plan320Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in West Jefferson

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

  1. 1
    Jefferson Industries Corp. Retirement Plan$39M
    Jefferson Industries Corp. · 2023
  2. 2
    Amplifybio 401(K) Plan$13M
    Amplifybio, LLC · 2023
  3. 3
    Amplifybio Dental Plannot reported in the loaded dataset
    Amplifybio · 2023
  4. 4
    Amplifybio Life And Disability Benefit Plannot reported in the loaded dataset
    Amplifybio · 2023
  5. 5
    Amplifybio Employee Assistance Benefit Plannot reported in the loaded dataset
    Amplifybio · 2023
  6. 6
    Amplifybio Medical Benefit Plannot reported in the loaded dataset
    Amplifybio · 2023
  7. 7
    Amplifybio Vision Benefit Plannot reported in the loaded dataset
    Amplifybio · 2023
  8. 8
    Jefferson Industries Corporation Benefits Plannot reported in the loaded dataset
    Jefferson Industries Corporation · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages