Beavercreek, 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, Beavercreek, OH has 41 loaded benefit plan(s) reported by 29 plan sponsor(s), with $461,759,675 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 41
- Plan sponsors
- 29
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $461,759,675
- Total reported liabilities (EOY)
- $2,814,147
- Total reported net assets (EOY)
- $458,945,528
Contributions & income
- Employer contributions
- $15,698,498
- Participant contributions
- $23,438,269
- Total income / additions
- $103,790,446
Expenses & distributions
- Benefits paid / distributions
- $52,631,062
- Total expenses
- $54,992,376
- Net increase / (decrease)
- $48,798,070
Coverage
- Total reported participants
- 18,605
- Plans with financial statements
- 21
- Plans with provider compensation
- 10
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Beavercreek, 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 |
|---|---|---|---|
| Iue-Cwa Gm Bankruptcy Claim Trust | Iue-Cwa | $130,327,730 | 2023 |
| Wright-Patt Credit Union, Inc. 401(K) Plan And Trust | Wright-Patt Credit Union, Inc. | $111,112,257 | 2023 |
| Frontier Technology, Inc. 401(K) Plan | Frontier Technology, Inc. | $57,424,236 | 2023 |
| Arctos, LLC 401(K) Plan | Arctos, LLC | $32,467,232 | 2023 |
| Sawdey Solution Services, Inc. 401(K) Retirement Plan | Sawdey Solution Services, Inc. | $23,504,306 | 2023 |
| Phillips Companies 401(K) Profit Sharing Plan | Phillips Companies | $19,238,903 | 2023 |
| Diamond Growth Partners, LLC 401(K) Plan | Diamond Growth Partners, LLC | $18,452,843 | 2023 |
| The Greentree Group, Inc. Profit Sharing Plan | The Greentree Group, Inc. | $12,559,476 | 2023 |
| Btas, Inc. 401(K) Profit Sharing Plan | Btas, Inc. | $12,539,116 | 2023 |
| Parallax Advanced Research Corporation 401(K) Retirement Plan | Parallax Advanced Research Corporation | $11,789,355 | 2023 |
| Sabel Systems Technology Solutions LLC 401(K) Plan | Sabel Systems Technology Solutions LLC | $11,698,496 | 2023 |
| Spectral Energies, LLC Savings & Retirement Plan | Spectral Energies, LLC | $7,877,796 | 2023 |
| Edict Systems, Inc. 401(K) Profit Sharing Plan And Trust | Edict Systems, Inc. | $7,539,827 | 2023 |
| Am Management Inc 401(K) Profit Sharing Plan & Trust | Am Management Inc | $2,480,752 | 2023 |
| Shumsnet, Inc. 401(K) Profit Sharing Plan | Shumsnet, Inc. | $1,527,366 | 2023 |
| Pine Cove Development Inc. 401(K) Plan | Pine Cove Development, Inc. | $934,988 | 2023 |
| Ruchfam Enterprises, Inc. Retirement Plan | Ruchfam Enterprises, Inc. | $141,098 | 2023 |
| Tn Golf, Inc. 401(K) Plan | Tn Golf, Inc. | $119,817 | 2023 |
| W-T Products Of Ohio Employees Profit Sharing Plan | W-T Products Of Ohio | $24,081 | 2023 |
| Kokladas Retirement Plan | Kokladas Group, Inc. | $0 | 2023 |
| 1st Choice Homecare Inc. Retirement Plan | 1st Choice Homecare Inc. | $0 | 2023 |
| Tacg, LLC Health And Welfare Plan | Tacg, LLC | not reported in the loaded dataset | 2023 |
| Duncan Oil Company Employee Benefit Plan | Duncan Oil | not reported in the loaded dataset | 2023 |
| Arctos Technology Solutions, LLC Welfare Benefits Plan | Arctos Technology Solutions, LLC | not reported in the loaded dataset | 2023 |
| Arctos Technology Solutions, LLC Welfare Benefits Plan | Arctos Technology Solutions, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Beavercreek → · Beavercreek plans by participants → · Beavercreek plans with financial data → · Beavercreek plans with provider compensation → · $1B+ plans in Beavercreek →
Related Form 5500 pages
- All OH Form 5500 filings
- Iue-Cwa Gm Bankruptcy Claim Trust (plan 501)
- Iue-Cwa — all reported plans
- Wright-Patt Credit Union, Inc. 401(K) Plan And Trust (plan 033)
- Wright-Patt Credit Union, Inc. — all reported plans
- Frontier Technology, Inc. 401(K) Plan (plan 001)
- Frontier Technology, Inc. — all reported plans
- Arctos, LLC 401(K) Plan (plan 001)
- Arctos, LLC — all reported plans
- Sawdey Solution Services, Inc. 401(K) Retirement Plan (plan 001)
- Sawdey Solution Services, Inc. — all reported plans
- Phillips Companies 401(K) Profit Sharing Plan (plan 001)
- Phillips Companies — all reported plans
- Diamond Growth Partners, LLC 401(K) Plan (plan 001)
- Diamond Growth Partners, LLC — all reported plans
- The Greentree Group, Inc. Profit Sharing Plan (plan 001)
- The Greentree Group, Inc. — all reported plans
- Btas, Inc. 401(K) Profit Sharing Plan (plan 002)
- Btas, Inc. — all reported plans
- Parallax Advanced Research Corporation 401(K) Retirement Plan (plan 001)
- Parallax Advanced Research Corporation — all reported plans
- Sabel Systems Technology Solutions LLC 401(K) Plan (plan 001)
- Sabel Systems Technology Solutions LLC — all reported plans
- Spectral Energies, LLC Savings & Retirement Plan (plan 001)
- Spectral Energies, LLC — all reported plans
- Edict Systems, Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Edict Systems, Inc. — all reported plans
- Am Management Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Am Management Inc — all reported plans
- Shumsnet, Inc. 401(K) Profit Sharing Plan (plan 001)
- Shumsnet, Inc. — all reported plans
- Methodology
- Data sources