Bluffton, 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, Bluffton, OH has 6 loaded benefit plan(s) reported by 3 plan sponsor(s), with $184,912,670 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 6
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $184,912,670
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $184,912,670
Contributions & income
- Employer contributions
- $3,170,437
- Participant contributions
- $7,879,475
- Total income / additions
- $32,656,181
Expenses & distributions
- Benefits paid / distributions
- $13,053,461
- Total expenses
- $13,271,656
- Net increase / (decrease)
- $19,384,525
Coverage
- Total reported participants
- 3,069
- Plans with financial statements
- 3
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bluffton, 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 |
|---|---|---|---|
| Grob Systems, Inc. Profit Sharing Plan | Grob Systems, Inc. | $89,011,171 | 2023 |
| Srk Retirement Savings & Investment Plan | Sumiriko Ohio, Inc. | $65,672,620 | 2023 |
| The Citizens National Bank Of Bluffton Employee Stock Ownership Plan | The Citizens National Bank Of Bluff Ton | $30,228,879 | 2023 |
| Grob Systems, Inc. | Grob Systems, Inc. | not reported in the loaded dataset | 2023 |
| Sumiriko Ohio, Inc. Employee Benefits Plan | Sumiriko Ohio, Inc | not reported in the loaded dataset | 2023 |
| The Citizens National Bank Employee Benefits Plan | The Citizens National Bank Of Bluffton | not reported in the loaded dataset | 2023 |
Largest plans in Bluffton → · Bluffton plans by participants → · Bluffton plans with financial data → · Bluffton plans with provider compensation → · $1B+ plans in Bluffton →
Related Form 5500 pages
- All OH Form 5500 filings
- Grob Systems, Inc. Profit Sharing Plan (plan 002)
- Grob Systems, Inc. — all reported plans
- Srk Retirement Savings & Investment Plan (plan 001)
- Sumiriko Ohio, Inc. — all reported plans
- The Citizens National Bank Of Bluffton Employee Stock Ownership Plan (plan 001)
- The Citizens National Bank Of Bluff Ton — all reported plans
- Grob Systems, Inc. (plan 501)
- Sumiriko Ohio, Inc. Employee Benefits Plan (plan 501)
- The Citizens National Bank Employee Benefits Plan (plan 505)
- Methodology
- Data sources