Plan5500

Elida, 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, Elida, OH has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $23,963,430 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

What stands out in Elida

  • 4 loaded plans hold $24M in reported assets across 3 sponsors.
  • The largest, Superior Credit Union, Inc. 401(K) Plan And Trust, holds 98% of reported Elida plan assets.
  • Plans cover 555 participants — about 139 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$24.6MSummed across loaded plans$24,552,825
Total reported assets$24M$23,963,430
Total reported participants555
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$24M total assets
Net assets$24.6MLiabilities$0
Contributions & income
Employer contributions$996.5K
Participant contributions$1.1M
Total income / additions$5.4M
Expenses & distributions
Benefits paid / distributions$2.8M
Total expenses$2.9M
Net increase / (decrease)$2.5M

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation1 / 4 (25%)

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

Computed from loaded plans

Elida market comparison

Largest plan share of assets98%Superior Credit Union, Inc. 401(K) Plan And Trust
Participants per plan139Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Elida

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

  1. 1
    Superior Credit Union, Inc. 401(K) Plan And Trust$23.6M
    Superior Credit Union, Inc. · 2023
  2. 2
    Ctw Enterprises Retirement Plan$360K
    Ctw Enterprises, Inc. · 2023
  3. 3
    J&K Subway Benefit Plannot reported in the loaded dataset
    J&K Subway Inc · 2023
  4. 4
    Superior Credit Union Welfare Benefit Plannot reported in the loaded dataset
    Superior Credit Union, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Elida, OH?
4 plan(s) reported by 3 sponsor(s) are loaded for Elida, OH.

Related Form 5500 pages