Huber Heights, 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, Huber Heights, OH has 9 loaded benefit plan(s) reported by 4 plan sponsor(s), with $30,950,700 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 9
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $30,950,700
- Total reported liabilities (EOY)
- $7,605,931
- Total reported net assets (EOY)
- $23,325,918
Contributions & income
- Employer contributions
- $1,192,519
- Participant contributions
- $696,856
- Total income / additions
- $11,545,547
Expenses & distributions
- Benefits paid / distributions
- $2,105,586
- Total expenses
- $2,319,650
- Net increase / (decrease)
- $9,225,897
Coverage
- Total reported participants
- 874
- Plans with financial statements
- 5
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Huber Heights, 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 |
|---|---|---|---|
| Mjo Industries Employee Stock Ownership Plan | Hughes Peters | $18,713,023 | 2023 |
| Mjo Industries 401(K) Plan | Mjo Industries | $9,853,519 | 2023 |
| J. Thomas & Company, Inc. Profit Sharing Plan | J. Thomas & Company, Inc. | $1,917,794 | 2023 |
| Jabez Ventures, Inc. 401(K) Plan | Jabez Ventures, Inc. | $349,550 | 2023 |
| A&B Futures, Inc. 401(K) Plan | A&B Futures, Inc. | $116,814 | 2023 |
| Mjo Industries | Mjo Industries | not reported in the loaded dataset | 2023 |
| Mjo Industries | Mjo Industries | not reported in the loaded dataset | 2023 |
| Mjo Industries | Mjo Industries | not reported in the loaded dataset | 2023 |
| Mjo Industries | Mjo Industries | not reported in the loaded dataset | 2023 |
Largest plans in Huber Heights → · Huber Heights plans by participants → · Huber Heights plans with financial data → · Huber Heights plans with provider compensation → · $1B+ plans in Huber Heights →
Related Form 5500 pages
- All OH Form 5500 filings
- Mjo Industries Employee Stock Ownership Plan (plan 002)
- Hughes Peters — all reported plans
- Mjo Industries 401(K) Plan (plan 001)
- J. Thomas & Company, Inc. Profit Sharing Plan (plan 001)
- J. Thomas & Company, Inc. — all reported plans
- Jabez Ventures, Inc. 401(K) Plan (plan 001)
- Jabez Ventures, Inc. — all reported plans
- A&B Futures, Inc. 401(K) Plan (plan 001)
- A&B Futures, Inc. — all reported plans
- Mjo Industries (plan 505)
- Mjo Industries (plan 504)
- Mjo Industries (plan 503)
- Mjo Industries (plan 502)
- Methodology
- Data sources