Athens, 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, Athens, OH has 7 loaded benefit plan(s) reported by 6 plan sponsor(s), with $25,781,961 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 7
- Plan sponsors
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $25,781,961
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $25,781,961
Contributions & income
- Employer contributions
- $878,126
- Participant contributions
- $756,842
- Total income / additions
- $4,875,637
Expenses & distributions
- Benefits paid / distributions
- $964,318
- Total expenses
- $1,008,024
- Net increase / (decrease)
- $3,867,613
Coverage
- Total reported participants
- 692
- Plans with financial statements
- 4
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Athens, 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 |
|---|---|---|---|
| Oucu Financial Credit Union 401k Plan | Oucu Financial Credit Union Inc. | $18,967,890 | 2023 |
| Stewart-Macdonald Mfg. Co., Inc. 401(K) Retirement Plan | Stewart-Macdonald Mfg. Co., Inc. | $6,497,275 | 2023 |
| Mre Goc Inc. Retirement Plan | Mre Goc Inc. | $316,796 | 2023 |
| Circle D Transportation Co. 401(K) Plan | Circle D Transportation Co. | $0 | 2023 |
| Health Recovery Services, Inc. Cafeteria Plan | Health Recovery Services, Inc. | not reported in the loaded dataset | 2023 |
| Ohiohealth Obleness Hospital Medical Plan | Sheltering Arms Hospital Foundation | not reported in the loaded dataset | 2023 |
| Oucu Financial Credit Union Inc. Corporate Accident - Accidental Death And Dismemberment Plan | Oucu Financial Credit Union Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Athens → · Athens plans by participants → · Athens plans with financial data → · Athens plans with provider compensation → · $1B+ plans in Athens →
Related Form 5500 pages
- All OH Form 5500 filings
- Oucu Financial Credit Union 401k Plan (plan 003)
- Oucu Financial Credit Union Inc. — all reported plans
- Stewart-Macdonald Mfg. Co., Inc. 401(K) Retirement Plan (plan 001)
- Stewart-Macdonald Mfg. Co., Inc. — all reported plans
- Mre Goc Inc. Retirement Plan (plan 001)
- Mre Goc Inc. — all reported plans
- Circle D Transportation Co. 401(K) Plan (plan 001)
- Circle D Transportation Co. — all reported plans
- Health Recovery Services, Inc. Cafeteria Plan (plan 501)
- Health Recovery Services, Inc. — all reported plans
- Ohiohealth Obleness Hospital Medical Plan (plan 505)
- Sheltering Arms Hospital Foundation — all reported plans
- Oucu Financial Credit Union Inc. Corporate Accident - Accidental Death And Dismemberment Plan (plan 501)
- Methodology
- Data sources