Fort Recovery, 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, Fort Recovery, OH has 8 loaded benefit plan(s) reported by 5 plan sponsor(s), with $90,015,413 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 8
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $90,015,413
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $90,015,413
Contributions & income
- Employer contributions
- $21,167,948
- Participant contributions
- $10,575,255
- Total income / additions
- $46,863,407
Expenses & distributions
- Benefits paid / distributions
- $33,928,472
- Total expenses
- $35,307,312
- Net increase / (decrease)
- $11,556,095
Coverage
- Total reported participants
- 3,678
- Plans with financial statements
- 5
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Fort Recovery, 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 |
|---|---|---|---|
| J. & M. Manufacturing Co. Inc. 401(K) Plan | J. & M. Manufacturing Co. Inc. | $42,728,437 | 2023 |
| Fort Recovery Industries, Inc. Money Accumulation Plan And Trust | Fort Recovery Industries, Inc. | $19,488,803 | 2023 |
| Cheeseman LLC 401(K) Plan | Cheeseman LLC | $14,238,565 | 2023 |
| Jr Manufacturing, Inc. 401(K) Plan | Jr Manufacturing, Inc. | $11,618,065 | 2023 |
| Cooper Hatchery, Inc. Employee Benefit Plan | Cooper Hatchery, Inc. | $1,941,543 | 2023 |
| Jr Manufacturing, Inc. Employee Benefit Plan | Jr Manufacturing, Inc. | not reported in the loaded dataset | 2023 |
| Fort Recovery Industries Health Benefit Plan | Fort Recovery Industries, Inc. | not reported in the loaded dataset | 2023 |
| J&M Manufacturing Co., Inc. Employee Health Benefit Plan | J&M Manufacturing Co., Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Fort Recovery → · Fort Recovery plans by participants → · Fort Recovery plans with financial data → · Fort Recovery plans with provider compensation → · $1B+ plans in Fort Recovery →
Related Form 5500 pages
- All OH Form 5500 filings
- J. & M. Manufacturing Co. Inc. 401(K) Plan (plan 001)
- J. & M. Manufacturing Co. Inc. — all reported plans
- Fort Recovery Industries, Inc. Money Accumulation Plan And Trust (plan 003)
- Fort Recovery Industries, Inc. — all reported plans
- Cheeseman LLC 401(K) Plan (plan 001)
- Cheeseman LLC — all reported plans
- Jr Manufacturing, Inc. 401(K) Plan (plan 001)
- Jr Manufacturing, Inc. — all reported plans
- Cooper Hatchery, Inc. Employee Benefit Plan (plan 501)
- Cooper Hatchery, Inc. — all reported plans
- Jr Manufacturing, Inc. Employee Benefit Plan (plan 501)
- Fort Recovery Industries Health Benefit Plan (plan 503)
- J&M Manufacturing Co., Inc. Employee Health Benefit Plan (plan 501)
- Methodology
- Data sources