Plan5500

OH Form 5500 retirement and benefit plan filings

State 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, OH has 8,804 loaded benefit plan(s) reported by 5,595 plan sponsor(s), with $583,469,177,511 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8,804
Plan sponsors
5,595
Latest filing year
2023

What stands out in OH

  • 8,804 loaded plans hold $583.5B in reported assets across 5,595 sponsors.
  • The largest, General Electric Pension Trust, holds 8% of reported OH plan assets.
  • Plans cover 11,352,565 participants — about 1,289 per plan.
  • 63% of loaded plans report full Schedule H/I financial statements.
  • 40% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$576.5BSummed across loaded plans$576,494,923,671
Total reported assets$583.5B$583,469,177,511
Total reported participants11.4M11,352,565
Total reported liabilities$7.3B$7,281,748,030

Reported net position

Reported assets = net assets + liabilities (summed)$583.5B total assets
Net assets$576.5BLiabilities$7.3B
Contributions & income
Employer contributions$14.8B
Participant contributions$14.8B
Total income / additions$107.9B
Expenses & distributions
Benefits paid / distributions$46.7B
Total expenses$48.4B
Net increase / (decrease)$59.5B

Data coverage

Plans with financial statements5,566 / 8,804 (63%)
Plans with provider compensation3,495 / 8,804 (40%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for 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.

Cities by loaded plan count

Computed from loaded plans

OH market comparison

Largest plan share of assets8%General Electric Pension Trust
Participants per plan1,289Average across loaded plans
Plan sponsors5,595
Ranked by reported assets

Largest loaded OH plans

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

  1. 1
    General Electric Pension Trust$46.2B
    General Electric Company, Operating As Ge Aerospace · Evendale · 2023
  2. 2
    Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan$23.1B
    The Procter & Gamble Company · Cincinnati · 2023
  3. 3
    Ge Aviation Pension Master Trust$20.5B
    General Electric Company, Operating As Ge Aerospace · Evendale · 2023
  4. 4
    Ge Retirement Savings Plan$19.5B
    General Electric Company · Evendale · 2023
  5. 5
    The Kroger Co. Defined Contribution Plan Master Trust$10.8B
    The Kroger Co. · Cincinnati · 2023
  6. 6
    The Sherwin-Williams Company 401(K) Plan$10.1B
    The Sherwin-Williams Company · Cleveland · 2023
  7. 7
    The Progressive 401(K) Plan$9.2B
    The Progressive Corporation & Its Participating Subsidiaries · Mayfield Village · 2023
  8. 8
    The Kroger Co. 401(K) Retirement Savings Account Plan$8.4B
    The Kroger Co. · Cincinnati · 2023
  9. 9
    Nationwide Savings Plan$7.6B
    Nationwide Mutual Insurance Company · Columbus · 2023
  10. 10
    Marathon Petroleum Thrift Plan$7.5B
    Marathon Petroleum Company Lp · Findlay · 2023
  11. 11
    Cleveland Clinic Savings And Investment Plan$7.5B
    The Cleveland Clinic Foundation · Cleveland · 2023
  12. 12
    Eaton Savings Trust$7.5B
    Eaton Corporation · Cleveland · 2023
  13. 13
    Eaton Savings Plan$7.3B
    Eaton Corporation · Cleveland · 2023
  14. 14
    Parker Retirement Savings Plan$7.2B
    Parker Hannifin Corporation · Cleveland · 2023
  15. 15
    Firstenergy Corp. Master Pension Plan$7.1B
    Firstenergy Corp. · Akron · 2023

Largest OH plans → · OH plans by participants → · OH plans with financial data → · OH plans with provider compensation → · $1B+ OH plans →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for OH?
8,804 plan(s) reported by 5,595 sponsor(s) are loaded for OH.

Related Form 5500 pages