Harrison, 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, Harrison, OH has 17 loaded benefit plan(s) reported by 11 plan sponsor(s), with $334,284,906 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
17
Plan sponsors
11
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$334,284,906
Total reported liabilities (EOY)
$1,097
Total reported net assets (EOY)
$334,283,809

Contributions & income

Employer contributions
$9,714,902
Participant contributions
$18,134,199
Total income / additions
$79,212,415

Expenses & distributions

Benefits paid / distributions
$27,232,489
Total expenses
$28,085,784
Net increase / (decrease)
$51,126,631

Coverage

Total reported participants
5,824
Plans with financial statements
10
Plans with provider compensation
8

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

Largest loaded plans in Harrison, OH
PlanSponsorReported assets (EOY)Year
Tasi Holdings 401(K) PlanTasi Holdings, Inc.$131,451,0472023
Cincinnati Incorporated Employees' 401(K) PlanCincinnati Incorporated$53,089,1322023
Hubert Company, LLC Savings PlanTakkt Foodservices, LLC$44,576,5242023
J.T.M. Provisions Company, Inc. Profit Sharing PlanJ.T.M. Provisions Company, Inc.$43,058,0302023
Denier Electric Co., Inc. Savings & Investment PlanDenier Electric Co., Inc.$34,552,4932023
Cincinnati Incorporated Employees' Retirement Pension PlanCincinnati Incorporated$26,268,9692023
Veritrace, Inc. 401(K) PlanVeritrace, Inc.$635,7492023
The Jon Roberts Company, Inc. 401(K) Profit Sharing PlanThe Jon Roberts Company, Inc.$368,9512023
Fullhart Investments, Inc. 401(K) Profit Sharing PlanFullhart Investments, Inc.$161,0642023
Chefup , Inc. 401(K) Profit Sharing PlanChefup, Inc.$122,9472023
Hawkstone Associates, Inc. Dba Triumph Energy Employee Benefits PlanHawkstone Associates, Inc. Dba Triumph Energynot reported in the loaded dataset2023
Cronin Ford Ancillary Welfare BenefitsCronin Ford, Inc.not reported in the loaded dataset2023
Cronin Ford, Inc. Group Health InsuranceCronin Ford, Inc.not reported in the loaded dataset2023
Jtm Provision Company, Inc. Erisa Healthcare PlanJtm Provision Company, Inc.not reported in the loaded dataset2023
Hubert Company Flexible Benefit PlanHubert Companynot reported in the loaded dataset2023
Denier Electric Company, Inc. Health And Welfare PlanDenier Electric Company, Inc.not reported in the loaded dataset2023
Cincinnati Incorporated Employee Benefits PlanCincinnati Incorporatednot reported in the loaded dataset2023

Related Form 5500 pages