New Philadelphia, 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, New Philadelphia, OH has 15 loaded benefit plan(s) reported by 11 plan sponsor(s), with $139,356,308 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
15
Plan sponsors
11
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$139,356,308
Total reported liabilities (EOY)
$11,215
Total reported net assets (EOY)
$139,483,180

Contributions & income

Employer contributions
$6,699,212
Participant contributions
$8,469,962
Total income / additions
$45,079,470

Expenses & distributions

Benefits paid / distributions
$19,425,836
Total expenses
$19,890,999
Net increase / (decrease)
$25,188,471

Coverage

Total reported participants
3,162
Plans with financial statements
12
Plans with provider compensation
7

Totals sum the latest loaded 2023 public Form 5500 filing per plan for New Philadelphia, 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 New Philadelphia, OH
PlanSponsorReported assets (EOY)Year
Rea & Associates, Inc. 401k Profit Sharing Plan And TrustRea & Associates, Inc.$95,823,0902023
Battle MotorsBattle Motors$9,019,9132023
The Freeport Press, Inc. 401(K) Profit Sharing PlanThe Freeport Press, Inc.$8,439,2652023
The Retirement Plan For Designated Bargaining Employees Of Crane Carrier CompanyCrane Carrier Company$8,434,2452023
Lauren International, Ltd. 401(K) Retirement PlanLauren International, Ltd.$5,825,4992023
Hospice Of Tuscarawas County Retirement PlanHospice Of Tuscarawas County, Inc.$4,076,4792023
Kennedy Ins. Agency Profit Sharing PlanKennedy Insurance Agency$3,606,0292023
National Association Supply Cooperative, Inc. 401(K) Profit Sharing PlanNational Association Supply Cooperative, Inc.$3,166,8752023
The Comprehensive Health Care PlanMiller Products, Inc.$390,0312023
John M. Olis, Dds, Money Purchase Keogh PlanJohn M. Olis$287,2962023
John M. Olis, Dds, Profit Sharing Pension PlanJohn M. Olis$206,0962023
Jmbennett Corporation 401(K) Profit Sharing PlanJmbennett Corporation$81,4902023
Rea & Associates, Inc. Employee Benefits PlanRea & Associates, Inc.not reported in the loaded dataset2023
Battle Motors, Inc. Health & Welfare Benefit PlanBattle Motors, Incnot reported in the loaded dataset2023
Lauren International Ltd Welfare Benefit PlanLauren International Ltdnot reported in the loaded dataset2023

Related Form 5500 pages