Blue Ash, 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, Blue Ash, OH has 39 loaded benefit plan(s) reported by 34 plan sponsor(s), with $584,364,552 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 39
- Plan sponsors
- 34
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $584,364,552
- Total reported liabilities (EOY)
- $4,346,832
- Total reported net assets (EOY)
- $580,017,720
Contributions & income
- Employer contributions
- $17,440,239
- Participant contributions
- $52,072,114
- Total income / additions
- $163,492,852
Expenses & distributions
- Benefits paid / distributions
- $62,387,877
- Total expenses
- $64,818,147
- Net increase / (decrease)
- $98,674,705
Coverage
- Total reported participants
- 34,547
- Plans with financial statements
- 28
- Plans with provider compensation
- 15
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Blue Ash, 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 |
|---|---|---|---|
| Belcan Retirement Savings Plan | Belcan, LLC | $275,041,205 | 2023 |
| The Communicare Employee'S 401(K) Plan | Health Care Facilities Staffing, LLC | $92,856,659 | 2023 |
| Retail Specialists 401(K) Plan | Empire Marketing Strategies, Inc. | $66,961,255 | 2023 |
| Belcan Services Group Limited Partnership Retirement Savings Plan | Belcan Services Group, Ltd. Partnership | $18,934,597 | 2023 |
| Council On Aging Of Southwestern Ohio, Inc. Retirement Plan | Council On Aging Of Southwestern Ohio, Inc. | $18,842,624 | 2023 |
| Unifund 401(K) Savings Plan | Unifund Ccr, LLC | $14,757,299 | 2023 |
| Ohio Valley Electrical Services, Inc. 401(K) Retirement Plan | Ohio Valley Electrical Services, Inc. | $13,031,155 | 2023 |
| Ohio Valley Electrical Services, Inc. Employee Stock Ownership Plan | Ohio Valley Electrical Services, Inc. | $12,590,000 | 2023 |
| Cavalier Distributing Retirement Plan | Cavalier Distributing Company, Inc. | $9,327,492 | 2023 |
| Callibrity Solutions 401(K) Plan | Callibrity Solutions, LLC | $8,178,962 | 2023 |
| Enervise, Inc. Savings & Investment Plan | Enervise, Inc. | $8,113,761 | 2023 |
| Lendkey 401(K) Plan | Lendkey Technologies, Inc. | $7,431,108 | 2023 |
| Advanced Testing Laboratory 401k Plan | Advanced Testing Laboratory, Inc. | $7,392,693 | 2023 |
| Pmc Pension Trust | Plastic Moldings Company, LLC | $6,785,246 | 2023 |
| W&A Investments, Inc. Retirement Plan | W&A Investments, Inc. | $5,556,719 | 2023 |
| Coterie Applications 401(K) Plan | Coterie Applications Inc. | $5,214,521 | 2023 |
| Molloy Roofing 401(K) Plan | Molloy Roofing Company | $4,215,108 | 2023 |
| Stack Construction Technologies 401(K) Plan | Stack Construction Technologies Inc | $3,202,314 | 2023 |
| Ison Family Restaurants 401(K) Plan | Ison Family Restaurants | $2,331,349 | 2023 |
| River City Mortgage, LLC 401(K) P/S Plan | River City Mortgage, LLC | $1,829,132 | 2023 |
| Cmms, Inc. 401(K) Profit Sharing Plan | Cmms, Inc | $1,175,663 | 2023 |
| The Next Adventurous Child LLC 401k Psp | The Next Adventurous Child LLC | $226,754 | 2023 |
| Leo Grote Lpa 401(K) Plan Dated 01/01/18 | Leo Grote Lpa | $164,615 | 2023 |
| Cole Realty Associates, Inc. Profit Sharing Plan | Cole Realty Associates, Inc. | $96,655 | 2023 |
| The Forest Bathing Co 401(K) Plan | The Forest Bathing Co | $77,152 | 2023 |
Largest plans in Blue Ash → · Blue Ash plans by participants → · Blue Ash plans with financial data → · Blue Ash plans with provider compensation → · $1B+ plans in Blue Ash →
Related Form 5500 pages
- All OH Form 5500 filings
- Belcan Retirement Savings Plan (plan 001)
- Belcan, LLC — all reported plans
- The Communicare Employee'S 401(K) Plan (plan 001)
- Health Care Facilities Staffing, LLC — all reported plans
- Retail Specialists 401(K) Plan (plan 001)
- Empire Marketing Strategies, Inc. — all reported plans
- Belcan Services Group Limited Partnership Retirement Savings Plan (plan 002)
- Belcan Services Group, Ltd. Partnership — all reported plans
- Council On Aging Of Southwestern Ohio, Inc. Retirement Plan (plan 001)
- Council On Aging Of Southwestern Ohio, Inc. — all reported plans
- Unifund 401(K) Savings Plan (plan 001)
- Unifund Ccr, LLC — all reported plans
- Ohio Valley Electrical Services, Inc. 401(K) Retirement Plan (plan 001)
- Ohio Valley Electrical Services, Inc. — all reported plans
- Ohio Valley Electrical Services, Inc. Employee Stock Ownership Plan (plan 002)
- Cavalier Distributing Retirement Plan (plan 002)
- Cavalier Distributing Company, Inc. — all reported plans
- Callibrity Solutions 401(K) Plan (plan 001)
- Callibrity Solutions, LLC — all reported plans
- Enervise, Inc. Savings & Investment Plan (plan 001)
- Enervise, Inc. — all reported plans
- Lendkey 401(K) Plan (plan 001)
- Lendkey Technologies, Inc. — all reported plans
- Advanced Testing Laboratory 401k Plan (plan 001)
- Advanced Testing Laboratory, Inc. — all reported plans
- Pmc Pension Trust (plan 001)
- Plastic Moldings Company, LLC — all reported plans
- W&A Investments, Inc. Retirement Plan (plan 001)
- W&A Investments, Inc. — all reported plans
- Methodology
- Data sources