Plan5500

West Salem, 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 Salem, OH has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $3,724,954 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in West Salem

  • 1 loaded plans hold $3.7M in reported assets across 1 sponsors.
  • The largest, Johnson Bros. - West Salem, Inc. 401(K) Plan, holds 100% of reported West Salem plan assets.
  • Plans cover 223 participants — about 223 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 100% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.7MSummed across loaded plans$3,724,954
Total reported assets$3.7M$3,724,954
Total reported participants223
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.7M total assets
Net assets$3.7MLiabilities$0
Contributions & income
Employer contributions$2.1K
Participant contributions$206.6K
Total income / additions$665.3K
Expenses & distributions
Benefits paid / distributions$717.7K
Total expenses$726.2K
Net increase / (decrease)-$60.9K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

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

Largest plan share of assets100%Johnson Bros. - West Salem, Inc. 401(K) Plan
Participants per plan223Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in West Salem

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

  1. 1
    Johnson Bros. - West Salem, Inc. 401(K) Plan$3.7M
    Johnson Bros. - West Salem, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for West Salem, OH?
1 plan(s) reported by 1 sponsor(s) are loaded for West Salem, OH.

Related Form 5500 pages