Yellow Springs, 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, Yellow Springs, OH has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $188,180,932 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 6
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $188,180,932
- Total reported liabilities (EOY)
- $217
- Total reported net assets (EOY)
- $188,180,715
Contributions & income
- Employer contributions
- $2,126,099
- Participant contributions
- $1,760,306
- Total income / additions
- $27,789,298
Expenses & distributions
- Benefits paid / distributions
- $11,169,287
- Total expenses
- $11,446,466
- Net increase / (decrease)
- $16,342,832
Coverage
- Total reported participants
- 2,840
- Plans with financial statements
- 5
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Yellow Springs, 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 |
|---|---|---|---|
| Antioch University Defined Contribution And Tax Deferred Annuity Plan For Administrative Associate , Administrative And Faculty Employees | Antioch University | $174,247,611 | 2023 |
| Antioch University Defined Contribution Retirement Plan And Tda For Staff Employees | Antioch University | $7,722,111 | 2023 |
| Morris Bean & Company Ret Plan For Hourly Bargaining Unit Employees | Morris Bean & Company | $3,460,550 | 2023 |
| Antioch College Corporation 401(K) Plan | Antioch College Corporation | $2,552,718 | 2023 |
| Watoga Holdings Inc. Retirement Plan | Watoga Holdings Inc. | $197,942 | 2023 |
| Antioch University Health & Welfare Plan | Antioch University | not reported in the loaded dataset | 2023 |
Largest plans in Yellow Springs → · Yellow Springs plans by participants → · Yellow Springs plans with financial data → · Yellow Springs plans with provider compensation → · $1B+ plans in Yellow Springs →
Related Form 5500 pages
- All OH Form 5500 filings
- Antioch University Defined Contribution And Tax Deferred Annuity Plan For Administrative Associate , Administrative And Faculty Employees (plan 001)
- Antioch University — all reported plans
- Antioch University Defined Contribution Retirement Plan And Tda For Staff Employees (plan 003)
- Morris Bean & Company Ret Plan For Hourly Bargaining Unit Employees (plan 004)
- Morris Bean & Company — all reported plans
- Antioch College Corporation 401(K) Plan (plan 001)
- Antioch College Corporation — all reported plans
- Watoga Holdings Inc. Retirement Plan (plan 001)
- Watoga Holdings Inc. — all reported plans
- Antioch University Health & Welfare Plan (plan 506)
- Methodology
- Data sources