Worthington, 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, Worthington, OH has 34 loaded benefit plan(s) reported by 22 plan sponsor(s), with $259,559,089 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 34
- Plan sponsors
- 22
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $259,559,089
- Total reported liabilities (EOY)
- $11,294,956
- Total reported net assets (EOY)
- $248,264,133
Contributions & income
- Employer contributions
- $10,533,957
- Participant contributions
- $26,446,838
- Total income / additions
- $70,380,394
Expenses & distributions
- Benefits paid / distributions
- $22,233,794
- Total expenses
- $24,037,704
- Net increase / (decrease)
- $46,342,690
Coverage
- Total reported participants
- 18,837
- Plans with financial statements
- 20
- Plans with provider compensation
- 14
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Worthington, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Medvet, Inc. Employees Savings Trust | Medvet, Inc. | $117,653,214 | 2023 |
| Custom Glass Solutions Retirement Savings Plan | Custom Glass Solutions, LLC | $30,701,471 | 2023 |
| Salo Incorporated 401(K) Plan | Salo Inc. | $25,980,347 | 2023 |
| Axia Consulting, Inc. 401(K) Profit Sharing Plan | Axia Consulting, Inc. | $24,314,174 | 2023 |
| I Am Boundless, Inc. 401(K) Profit Sharing Plan | I Am Boundless, Inc. | $9,705,380 | 2023 |
| L.D. Retirement Plan | L.D. Management Company | $7,058,951 | 2023 |
| Q.N.P. Inc. 401(K) Plan | Q.N.P. Inc. | $6,608,495 | 2023 |
| The Rms 401(K) Plan | Residential Management Systems, Inc. | $6,469,586 | 2023 |
| Cfbank Employee'S Savings & Profit Sharing Plan | Cfbank | $6,163,620 | 2023 |
| Opoc.Us 401(K) Profit Sharing Plan | Echelon Group, LLC, Dba Opoc.Us | $6,064,663 | 2023 |
| Sports Imports, Inc. Employee Stock Ownership Plan | Sports Imports, Inc. | $4,910,000 | 2023 |
| Ultimate Home Services 401(K) Plan | Ultimate Home Services | $4,839,094 | 2023 |
| Datafield, Inc. 401(K) Plan | Datafield, Inc. | $4,190,719 | 2023 |
| Worthington Steel, Inc. 401(K) Retirement Savings Plan | Worthington Steel, Inc. | $3,289,581 | 2023 |
| Choo Y Rhee Md Inc Profit Sharing Plan And Trust | Choo Y Rhee Md Inc | $922,060 | 2023 |
| B.E. Murphy Company Profit Sharing Plan | B.E. Murphy Company | $594,778 | 2023 |
| Jack Maxton Chevrolet 401(K) Savings Plan | Jack Maxton Chevrolet, Inc | $57,108 | 2023 |
| Beymer Holdings Incorporated 401(K) Plan | Beymer Holdings Incorporated | $35,848 | 2023 |
| Denovo Systems Self Funded Medical Reimbursement Plan | Denovo Systems | $0 | 2023 |
| Petpeople Enterprises, LLC 401(K) Retirement Plan | Petpeople Enterprises, LLC | $0 | 2023 |
| Klingbeil Capital Management Health Plan | Klingbeil Capital Management, Ltd. | not reported in the loaded dataset | 2023 |
| Ultimate Home Services, LLC Comprehensive Health And Welfare Benefit Plan | Ultimate Home Services, LLC | not reported in the loaded dataset | 2023 |
| Qnp Corporation Employee Benefit Plan | Qnp Corporation | not reported in the loaded dataset | 2023 |
| The Rms Employee Benefit Plan | Residential Management Systems, Inc | not reported in the loaded dataset | 2023 |
| The Rms Medical And Flexible Benefit Plan | Residential Management Systems, Inc | not reported in the loaded dataset | 2023 |
Largest plans in Worthington → · Worthington plans by participants → · Worthington plans with financial data → · Worthington plans with provider compensation → · $1B+ plans in Worthington →
Related Form 5500 pages
- All OH Form 5500 filings
- Medvet, Inc. Employees Savings Trust (plan 001)
- Medvet, Inc. — all reported plans
- Custom Glass Solutions Retirement Savings Plan (plan 001)
- Custom Glass Solutions, LLC — all reported plans
- Salo Incorporated 401(K) Plan (plan 001)
- Salo Inc. — all reported plans
- Axia Consulting, Inc. 401(K) Profit Sharing Plan (plan 001)
- Axia Consulting, Inc. — all reported plans
- I Am Boundless, Inc. 401(K) Profit Sharing Plan (plan 001)
- I Am Boundless, Inc. — all reported plans
- L.D. Retirement Plan (plan 001)
- L.D. Management Company — all reported plans
- Q.N.P. Inc. 401(K) Plan (plan 001)
- Q.N.P. Inc. — all reported plans
- The Rms 401(K) Plan (plan 002)
- Residential Management Systems, Inc. — all reported plans
- Cfbank Employee'S Savings & Profit Sharing Plan (plan 003)
- Cfbank — all reported plans
- Opoc.Us 401(K) Profit Sharing Plan (plan 001)
- Echelon Group, LLC, Dba Opoc.Us — all reported plans
- Sports Imports, Inc. Employee Stock Ownership Plan (plan 002)
- Sports Imports, Inc. — all reported plans
- Ultimate Home Services 401(K) Plan (plan 001)
- Ultimate Home Services — all reported plans
- Datafield, Inc. 401(K) Plan (plan 001)
- Datafield, Inc. — all reported plans
- Worthington Steel, Inc. 401(K) Retirement Savings Plan (plan 001)
- Worthington Steel, Inc. — all reported plans
- Choo Y Rhee Md Inc Profit Sharing Plan And Trust (plan 003)
- Choo Y Rhee Md Inc — all reported plans
- Methodology
- Data sources