Plan5500

West Unity, 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 Unity, OH has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $21,951,557 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

What stands out in West Unity

  • 2 loaded plans hold $22M in reported assets across 1 sponsors.
  • The largest, Kamco Industries, Inc. 401(K) Plan & Trust, holds 100% of reported West Unity plan assets.
  • Plans cover 998 participants — about 499 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$22MSummed across loaded plans$21,951,557
Total reported assets$22M$21,951,557
Total reported participants998
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$22M total assets
Net assets$22MLiabilities$0
Contributions & income
Employer contributions$565.9K
Participant contributions$938.1K
Total income / additions$4.6M
Expenses & distributions
Benefits paid / distributions$2.7M
Total expenses$2.7M
Net increase / (decrease)$1.9M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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

Largest plan share of assets100%Kamco Industries, Inc. 401(K) Plan & Trust
Participants per plan499Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in West Unity

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

  1. 1
    Kamco Industries, Inc. 401(K) Plan & Trust$22M
    Kamco Industries, Inc. · 2023
  2. 2
    Kamco Health & Welfare Plannot reported in the loaded dataset
    Kamco Industries, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages