Kettering, 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, Kettering, OH has 11 loaded benefit plan(s) reported by 9 plan sponsor(s), with $235,079,557 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
11
Plan sponsors
9
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$235,079,557
Total reported liabilities (EOY)
$33
Total reported net assets (EOY)
$235,078,781

Contributions & income

Employer contributions
$6,557,292
Participant contributions
$12,559,026
Total income / additions
$58,128,293

Expenses & distributions

Benefits paid / distributions
$24,147,731
Total expenses
$24,635,101
Net increase / (decrease)
$33,493,192

Coverage

Total reported participants
3,416
Plans with financial statements
8
Plans with provider compensation
4

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Kettering, 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 Kettering, OH
PlanSponsorReported assets (EOY)Year
Bwigroup 401(K) PlanBwi North America, Inc.$123,080,0572023
Dermatologists Of Central States Retirement Savings PlanDermatologists Of Southwest Ohio, LLC$78,889,6112023
Joyce/Dayton Corp. Savings Plan And TrustJoyce/Dayton Corp.$19,195,7002023
Day Air Credit Union, Inc. 401(K) PlanDay Air Credit Union, Inc.$8,576,4662023
Stephens Advertising LLC 401(K) Profit Sharing Plan & TrustStephens Advertising LLC$5,253,0632023
Ten Eleven Investments, Inc. Retirement PlanTen Eleven Investments, Inc.$60,2872023
Dreamstyle Remodeling, Inc. 401(K) PlanDreamstyle Remodeling, Inc.$23,6302023
Jbk Manufacturing Employee Stock Ownership PlanJbk Holding Company$7432023
Day Air Credit Union, Inc. Employee Benefit PlanDay Air Credit Union, Inc.not reported in the loaded dataset2023
Joyce/Dayton Corp Employee Benefit PlanJoyce/Dayton Corpnot reported in the loaded dataset2023
Alternate Solutions Healthcare System, Inc Employee Benefits PlanAlternate Solutions Healthcare System, Incnot reported in the loaded dataset2023

Related Form 5500 pages