Independence, 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, Independence, OH has 66 loaded benefit plan(s) reported by 40 plan sponsor(s), with $2,861,734,246 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 66
- Plan sponsors
- 40
- Total reported assets (EOY)
- $2,861,734,246
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| The Garland Industries, Inc. Employee Stock Ownership Plan & Trust | Garland Industries, Inc | $1,692,644,904 | 2023 |
| Covia Retirement Savings Plan | Covia Holdings LLC | $240,755,045 | 2023 |
| Flynn Restaurant Group 401(K) Retirement Plan | Flynn Restaurant Group Lp | $100,913,448 | 2023 |
| Teamsters Union Local 293 Pension Plan | Trustees Of Teamsters Union Local 293 Pension Plan | $93,876,826 | 2023 |
| Sterling Infosystems, Inc. 401(K) Profit Sharing Plan | Sterling Infosystems, Inc. | $82,664,837 | 2023 |
| Digeronimo Companies Retirement Savings Trust And Plan | Digeronimo | $68,997,580 | 2023 |
| Covia Holdings Corporation Pension Plan | Covia Holdings Corporation | $59,192,309 | 2023 |
| Robin Industries, Inc. Employee Stock Ownership Plan | Robin Industries, Inc. | $57,884,209 | 2023 |
| Garland Industries, Inc. Savings And Security Plan | Garland Industries, Inc. | $51,647,113 | 2023 |
| Mai Wealth Management Employee 401(K) Savings Plan | Mai Wealth Management, Inc. | $46,770,526 | 2023 |
| Rose Companies Employer 401(K) Plan | Rose Companies Employer, LLC | $36,919,251 | 2023 |
| Polymer Additives, Inc. 401(K) Savings Plan | Polymer Additives, Inc. | $31,178,324 | 2023 |
| Advizex Technologies, LLC Retirement 401(K) Plan | Rolta Advizex Technologies, LLC | $29,126,901 | 2023 |
| Nations Lending 401(K) Plan | Nations Lending Corporation | $23,604,606 | 2023 |
| Smart Discipline/Income Protection Program | Sheet Metal, Air, Rail, And Transportation (Smart) | $23,357,492 | 2023 |
| Kurtz Bros., Inc. 401(K) Profit Sharing & Retirement Plan | Kurtz Bros., Inc. | $21,354,464 | 2023 |
| The Millcraft Paper Company Savings & Investment Plan | The Millcraft Paper Company | $20,780,508 | 2023 |
| Life Line Screening 401(K) Retirement Savings Plan | Life Line Screening Of America | $20,055,149 | 2023 |
| Robin Industries, Inc. Employees' 401(K) Plan | Robin Industries, Inc | $19,646,698 | 2023 |
| Keyfactor, Inc. 401(K) Plan | Keyfactor, Inc. | $18,820,515 | 2023 |
| Blet Disability And Welfare Benefit Trust Fund | Brotherhood Of Locomotive Engineers And Trainmen | $18,262,614 | 2023 |
| Redwood Living, Inc. 401(K) Plan | Redwood Living, Inc. | $17,085,440 | 2023 |
| Proforma 401(K) Plan | Pfg Ventures L.P. Dba Proforma | $14,383,661 | 2023 |
| The Accurate Group 401(K) Profit Sharing Plan | Accurate Group Holdings, LLC | $10,787,573 | 2023 |
| Chromascape Inc. 401(K) Plan | Chromascape Inc. | $9,352,286 | 2023 |
Largest plans in Independence → · Independence plans with financial data → · $1B+ plans in Independence → · Providers by reported compensation →
Related Form 5500 pages
- All OH Form 5500 filings
- The Garland Industries, Inc. Employee Stock Ownership Plan & Trust (plan 002)
- Garland Industries, Inc — all reported plans
- Covia Retirement Savings Plan (plan 014)
- Covia Holdings LLC — all reported plans
- Flynn Restaurant Group 401(K) Retirement Plan (plan 001)
- Flynn Restaurant Group Lp — all reported plans
- Teamsters Union Local 293 Pension Plan (plan 001)
- Trustees Of Teamsters Union Local 293 Pension Plan — all reported plans
- Sterling Infosystems, Inc. 401(K) Profit Sharing Plan (plan 001)
- Sterling Infosystems, Inc. — all reported plans
- Digeronimo Companies Retirement Savings Trust And Plan (plan 001)
- Digeronimo — all reported plans
- Covia Holdings Corporation Pension Plan (plan 003)
- Robin Industries, Inc. Employee Stock Ownership Plan (plan 002)
- Robin Industries, Inc. — all reported plans
- Garland Industries, Inc. Savings And Security Plan (plan 001)
- Mai Wealth Management Employee 401(K) Savings Plan (plan 001)
- Mai Wealth Management, Inc. — all reported plans
- Rose Companies Employer 401(K) Plan (plan 002)
- Rose Companies Employer, LLC — all reported plans
- Polymer Additives, Inc. 401(K) Savings Plan (plan 001)
- Polymer Additives, Inc. — all reported plans
- Advizex Technologies, LLC Retirement 401(K) Plan (plan 001)
- Rolta Advizex Technologies, LLC — all reported plans
- Nations Lending 401(K) Plan (plan 001)
- Nations Lending Corporation — all reported plans
- Smart Discipline/Income Protection Program (plan 502)
- Sheet Metal, Air, Rail, And Transportation (Smart) — all reported plans
- Methodology
- Data sources