Malvern, 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, Malvern, OH has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $7,249,570 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 3
- Plan sponsors
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $7,249,570
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $7,249,570
Contributions & income
- Employer contributions
- $273,514
- Participant contributions
- $532,956
- Total income / additions
- $1,706,691
Expenses & distributions
- Benefits paid / distributions
- $197,333
- Total expenses
- $198,358
- Net increase / (decrease)
- $1,508,333
Coverage
- Total reported participants
- 501
- Plans with financial statements
- 1
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Malvern, 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 |
|---|---|---|---|
| Roger Bettis Trucking, Inc. 401(K) Plan | Roger Bettis Trucking, Inc. | $7,249,570 | 2023 |
| Roger Bettis Trucking, Inc. | Roger A Bettis Trucking, Inc. | not reported in the loaded dataset | 2023 |
| Colfor Manufacturing, Inc. Welfare Benefit Plan Including Cafeteria Plan Provisions | Colfor Manufacturing, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Malvern → · Malvern plans by participants → · Malvern plans with financial data → · Malvern plans with provider compensation → · $1B+ plans in Malvern →
Related Form 5500 pages
- All OH Form 5500 filings
- Roger Bettis Trucking, Inc. 401(K) Plan (plan 001)
- Roger Bettis Trucking, Inc. — all reported plans
- Roger Bettis Trucking, Inc. (plan 501)
- Colfor Manufacturing, Inc. Welfare Benefit Plan Including Cafeteria Plan Provisions (plan 501)
- Colfor Manufacturing, Inc. — all reported plans
- Methodology
- Data sources