Plan5500

Ohio Education Association Employees 401(K) Savings Plan — Form 5500 plan (Ohio Education Association)

Plain-English plan 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, Ohio Education Association Employees 401(K) Savings Plan is a benefit plan reported by Ohio Education Association under EIN 31-4269414 and plan number 004. The latest loaded filing year is 2023. The filing reports 225 participants and $88,307,868 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$88.3MPlan net assets, end of year$88,307,868
Participants225Covered participants reported
Assets / participant$392.5KComputed: assets ÷ participants$392,479 (computed)
Provider compensation$152.5K2 Schedule C provider row(s)$152,470
Plan sponsor
Ohio Education Association
EIN
31-4269414
Plan number
004
Plan type
2
Location
Columbus, OH
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    225 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$88.3M total assets
Net assets$88.3MLiabilities$0
Money in vs. money out
Total income / additions$18.4M
Total expenses$3.4M
Benefits paid / distributions$3.3M
Contributions
Employer$3.8M
Participant$1.8M
Full reported line items

Net assets

Total assets (EOY)
$88,307,868
Total liabilities (EOY)
$0
Net assets (EOY)
$88,307,868
Net assets (BOY)
$73,356,763

Income & contributions

Employer contributions
$3,810,081
Participant contributions
$1,801,323
Total contributions
$5,942,153
Total income / additions
$18,359,791

Expenses & distributions

Benefits paid
$3,256,216
Administrative expenses
$152,470
Total expenses
$3,408,686
Net increase / (decrease)
$14,951,105
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 68%Participant 32%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income18%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Capfinancial Partners, LLC$93.3K
    RETAINED BY CLIENT · Direct $93.3K
  2. 2
    John Hancock Retirement Plan Svcs$59.1K
    RETAINED BY EMPLOYER · Direct $59.1K · Indirect $0

Related Form 5500 pages