Hamilton, 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, Hamilton, OH has 42 loaded benefit plan(s) reported by 23 plan sponsor(s), with $131,543,529 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 42
- Plan sponsors
- 23
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $131,543,529
- Total reported liabilities (EOY)
- $22,877,914
- Total reported net assets (EOY)
- $108,665,615
Contributions & income
- Employer contributions
- $7,531,879
- Participant contributions
- $7,483,965
- Total income / additions
- $50,565,637
Expenses & distributions
- Benefits paid / distributions
- $9,999,215
- Total expenses
- $11,354,631
- Net increase / (decrease)
- $39,211,006
Coverage
- Total reported participants
- 6,100
- Plans with financial statements
- 22
- Plans with provider compensation
- 9
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Hamilton, 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 |
|---|---|---|---|
| Matandy Steel Employee Stock Ownership Plan | Lamp Metal Trusses, Inc. | $41,650,000 | 2023 |
| Community First Solutions 401(K) Plan | Community First Solutions | $14,134,341 | 2023 |
| Salvagnini America 401(K) Plan | Salvagnini America, Inc. | $13,202,159 | 2023 |
| Vinylmax, LLC Profit Sharing 401(K) Plan | Vinylmax LLC | $10,104,109 | 2023 |
| Butler County Community Health Consortium, Inc. 401(K) Plan | Butler County Community Health Consortium, Inc. | $7,114,021 | 2023 |
| Kaivac, Inc. 401(K) Plan | Kaivac, Inc | $6,954,075 | 2023 |
| Odw Lts, LLC 401(K) Plan | Odw Lts, LLC | $6,836,091 | 2023 |
| 80 Acres Farms Retirement Plan | 80 Acres Urban Agriculture, Inc. | $6,460,285 | 2023 |
| Ace Sanitary Holdings Inc 401(K) Profit Sharing Plan & Trust | Ace Sanitary Holdings Inc | $4,327,310 | 2023 |
| The Southern Group Inc Money Purchase Pension Plan | The Southern Group Inc | $4,140,821 | 2023 |
| Pawling/Tafur Mcdonalds 401(K) Plan | 3rd Gen Mojo, LLC | $3,483,478 | 2023 |
| Finishing Technology Inc. 401k Profit Sharing Plan | Finishing Technology Inc. | $3,065,381 | 2023 |
| Finishing Technology Inc. 401k Profit Sharing Plan | Finishing Technology Inc. | $3,065,381 | 2023 |
| Weber-Huff, Inc. 401(K) Profit Sharing Plan | Weber-Huff, Inc. | $2,344,253 | 2023 |
| Progressive Plumbing Company Profit Sharing Retirement Plan | Progressive Plumbing Company | $1,986,953 | 2023 |
| The Southern Group Inc Profit Sharing Plan | The Southern Group Inc | $1,882,682 | 2023 |
| Axis Interior Systems, Inc. Employee Stock Ownership Plan | Axis Interior Systems, Inc. | $566,674 | 2023 |
| Greater Heights Consulting, Inc. Profit Sharing Plan | Greater Heights Consulting, Inc. | $125,130 | 2023 |
| Elite Business Coaching Inc. Retirement Plan | Elite Business Coaching Inc. | $100,000 | 2023 |
| Hamilton Caster Employee Health Plan For Hourly Employees | The Hamilton Caster & Mfg. Co. | $202 | 2023 |
| Hamilton Caster Employee Health Plan For Salaried Employees | The Hamilton Caster & Mfg. Co. | $183 | 2023 |
| Thirteen Twenty-One, Inc. 401(K) Plan | Thirteen Twenty-One, Inc. | $0 | 2023 |
| Watson Gravel, Inc. Welfare Benefit Plan | Watson Gravel, Inc. | not reported in the loaded dataset | 2023 |
| Primary Health Solutions/Butler County Community Health Consortium Employee Benefit Plan | Primary Health Solutions / Butler County Community Health Consortium | not reported in the loaded dataset | 2023 |
| Salvagnini America, Inc. Medical Plan | Salvagnini America, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Hamilton → · Hamilton plans by participants → · Hamilton plans with financial data → · Hamilton plans with provider compensation → · $1B+ plans in Hamilton →
Related Form 5500 pages
- All OH Form 5500 filings
- Matandy Steel Employee Stock Ownership Plan (plan 002)
- Lamp Metal Trusses, Inc. — all reported plans
- Community First Solutions 401(K) Plan (plan 001)
- Community First Solutions — all reported plans
- Salvagnini America 401(K) Plan (plan 001)
- Salvagnini America, Inc. — all reported plans
- Vinylmax, LLC Profit Sharing 401(K) Plan (plan 001)
- Vinylmax LLC — all reported plans
- Butler County Community Health Consortium, Inc. 401(K) Plan (plan 001)
- Butler County Community Health Consortium, Inc. — all reported plans
- Kaivac, Inc. 401(K) Plan (plan 001)
- Kaivac, Inc — all reported plans
- Odw Lts, LLC 401(K) Plan (plan 001)
- Odw Lts, LLC — all reported plans
- 80 Acres Farms Retirement Plan (plan 001)
- 80 Acres Urban Agriculture, Inc. — all reported plans
- Ace Sanitary Holdings Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Ace Sanitary Holdings Inc — all reported plans
- The Southern Group Inc Money Purchase Pension Plan (plan 002)
- The Southern Group Inc — all reported plans
- Pawling/Tafur Mcdonalds 401(K) Plan (plan 001)
- 3rd Gen Mojo, LLC — all reported plans
- Finishing Technology Inc. 401k Profit Sharing Plan (plan 002)
- Finishing Technology Inc. — all reported plans
- Finishing Technology Inc. 401k Profit Sharing Plan (plan 001)
- Weber-Huff, Inc. 401(K) Profit Sharing Plan (plan 001)
- Weber-Huff, Inc. — all reported plans
- Progressive Plumbing Company Profit Sharing Retirement Plan (plan 001)
- Progressive Plumbing Company — all reported plans
- Methodology
- Data sources