Milford, 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, Milford, OH has 17 loaded benefit plan(s) reported by 14 plan sponsor(s), with $175,322,067 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 17
- Plan sponsors
- 14
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $175,322,067
- Total reported liabilities (EOY)
- $10,261,214
- Total reported net assets (EOY)
- $165,060,853
Contributions & income
- Employer contributions
- $12,512,300
- Participant contributions
- $13,597,450
- Total income / additions
- $65,714,851
Expenses & distributions
- Benefits paid / distributions
- $23,276,703
- Total expenses
- $23,731,295
- Net increase / (decrease)
- $41,983,556
Coverage
- Total reported participants
- 5,226
- Plans with financial statements
- 14
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Milford, 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 |
|---|---|---|---|
| The Brewer Company Employee Stock Ownership Plan | The Brewer Company | $64,260,015 | 2023 |
| Jeff Wyler Automotive Family, Inc. Retirement Savings Plan And Trust | Jeff Wyler Automotive Family, Inc. | $54,015,661 | 2023 |
| Hamilton Safe Group 401(K) Plan | Hamilton Safe Co. | $18,668,293 | 2023 |
| Mike Castrucci Automotive Group 401(K) Profit Sharing Plan | Mike Castrucci Chevrolet Sales, | $10,781,971 | 2023 |
| Cincinnati Nature Center 403(B) Plan | Cincinnati Nature Center | $7,886,941 | 2023 |
| Melink Corporation 401(K) Retirement Plan | Melink Corporation | $5,635,661 | 2023 |
| Melink Corporation Employee Stock Ownership Plan | Melink Corporation | $5,215,123 | 2023 |
| Milford Community Fire Department 401(K) Plan | Milford Community Fire Department, Inc. | $3,777,818 | 2023 |
| Jeff Wyler Automotive Family, Inc. Health And Welfare Benefit Trust | Jeff Wyler Automotive Family, Inc. | $2,750,522 | 2023 |
| Midwest Occupational Health Ma 401(K) Profit Sharing Plan & Trust | Midwest Occupational Health Ma | $693,891 | 2023 |
| Bwr Kings Mills, Inc. 401(K) Plan | Bwr Kings Mills, Inc. | $610,871 | 2023 |
| Bmg Smash Corp. Retirement Plan | Bmg Smash Corp. | $500,000 | 2023 |
| Kenneth C. Hoffman, Jr. Co. 401(K) Profit Sharing Plan | Kenneth C. Hoffman, Jr. Company | $304,089 | 2023 |
| Summer Dawn Wellness, Inc. 401(K) Profit Sharing Plan | Summer Dawn Wellness, Inc. | $221,211 | 2023 |
| Chi Health At Home Flexible Spending Benefit Plan | American Nursing Care, Inc. | not reported in the loaded dataset | 2023 |
| Hamilton Safe Company Employee Benefit Plan | Hamilton Safe Company | not reported in the loaded dataset | 2023 |
| The Glenny Glass Company Health & Welfare Plan | The Glenny Glass Company | not reported in the loaded dataset | 2023 |
Largest plans in Milford → · Milford plans by participants → · Milford plans with financial data → · Milford plans with provider compensation → · $1B+ plans in Milford →
Related Form 5500 pages
- All OH Form 5500 filings
- The Brewer Company Employee Stock Ownership Plan (plan 003)
- The Brewer Company — all reported plans
- Jeff Wyler Automotive Family, Inc. Retirement Savings Plan And Trust (plan 001)
- Jeff Wyler Automotive Family, Inc. — all reported plans
- Hamilton Safe Group 401(K) Plan (plan 002)
- Hamilton Safe Co. — all reported plans
- Mike Castrucci Automotive Group 401(K) Profit Sharing Plan (plan 001)
- Mike Castrucci Chevrolet Sales, — all reported plans
- Cincinnati Nature Center 403(B) Plan (plan 001)
- Cincinnati Nature Center — all reported plans
- Melink Corporation 401(K) Retirement Plan (plan 001)
- Melink Corporation — all reported plans
- Melink Corporation Employee Stock Ownership Plan (plan 002)
- Milford Community Fire Department 401(K) Plan (plan 001)
- Milford Community Fire Department, Inc. — all reported plans
- Jeff Wyler Automotive Family, Inc. Health And Welfare Benefit Trust (plan 501)
- Midwest Occupational Health Ma 401(K) Profit Sharing Plan & Trust (plan 001)
- Midwest Occupational Health Ma — all reported plans
- Bwr Kings Mills, Inc. 401(K) Plan (plan 001)
- Bwr Kings Mills, Inc. — all reported plans
- Bmg Smash Corp. Retirement Plan (plan 001)
- Bmg Smash Corp. — all reported plans
- Kenneth C. Hoffman, Jr. Co. 401(K) Profit Sharing Plan (plan 001)
- Kenneth C. Hoffman, Jr. Company — all reported plans
- Summer Dawn Wellness, Inc. 401(K) Profit Sharing Plan (plan 001)
- Summer Dawn Wellness, Inc. — all reported plans
- Chi Health At Home Flexible Spending Benefit Plan (plan 501)
- American Nursing Care, Inc. — all reported plans
- Methodology
- Data sources