Heath, 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, Heath, OH has 10 loaded benefit plan(s) reported by 4 plan sponsor(s), with $31,052,347 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 10
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $31,052,347
- Total reported liabilities (EOY)
- $134,232
- Total reported net assets (EOY)
- $30,918,115
Contributions & income
- Employer contributions
- $2,517,623
- Participant contributions
- $2,195,915
- Total income / additions
- $9,004,050
Expenses & distributions
- Benefits paid / distributions
- $4,023,138
- Total expenses
- $4,916,201
- Net increase / (decrease)
- $4,087,849
Coverage
- Total reported participants
- 2,564
- Plans with financial statements
- 7
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Heath, 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 |
|---|---|---|---|
| Englefield, Inc. Savings And Retirement 401(K) Plan | Englefield, Inc. | $14,199,443 | 2023 |
| Robertson Construction Services, Inc. 401(K) Plan | Robertson Construction Services, Inc. | $9,339,099 | 2023 |
| The Contractors Retirement Plan | Robertson Construction Services, Inc. | $3,801,103 | 2023 |
| John Hinderer Honda 401(K) Plan | Jlh Automotive, Inc. Dba John Hinderer Honda | $2,458,348 | 2023 |
| Dunkin'S Diamonds, Inc. 401(K) Plan | Dunkin'S Diamonds, Inc. | $1,253,297 | 2023 |
| Dunkin'S Diamonds, Inc. Employee Benefit Plan | Dunkin'S Diamonds, Inc. | $873 | 2023 |
| Jlh Automotive, Inc. Employee Benefit Plan(501) | Jlh Automotive, Inc. | $184 | 2023 |
| Jlh Automotive, Inc. Group Insurance Plan 502 | Jlh Automotive, Inc. | not reported in the loaded dataset | 2023 |
| Englefield Inc. Health Benefit Plan - Plan I Premium | Englefield Inc. | not reported in the loaded dataset | 2023 |
| Robertson Construction Services, Inc. Welfare Plan (Guardian) | Robertson Construction Services, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Heath → · Heath plans by participants → · Heath plans with financial data → · Heath plans with provider compensation → · $1B+ plans in Heath →
Related Form 5500 pages
- All OH Form 5500 filings
- Englefield, Inc. Savings And Retirement 401(K) Plan (plan 001)
- Englefield, Inc. — all reported plans
- Robertson Construction Services, Inc. 401(K) Plan (plan 001)
- Robertson Construction Services, Inc. — all reported plans
- The Contractors Retirement Plan (plan 002)
- John Hinderer Honda 401(K) Plan (plan 001)
- Jlh Automotive, Inc. Dba John Hinderer Honda — all reported plans
- Dunkin'S Diamonds, Inc. 401(K) Plan (plan 001)
- Dunkin'S Diamonds, Inc. — all reported plans
- Dunkin'S Diamonds, Inc. Employee Benefit Plan (plan 501)
- Jlh Automotive, Inc. Employee Benefit Plan(501) (plan 501)
- Jlh Automotive, Inc. Group Insurance Plan 502 (plan 502)
- Englefield Inc. Health Benefit Plan - Plan I Premium (plan 501)
- Robertson Construction Services, Inc. Welfare Plan (Guardian) (plan 501)
- Methodology
- Data sources