Norwalk, 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, Norwalk, OH has 21 loaded benefit plan(s) reported by 13 plan sponsor(s), with $336,707,147 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
21
Plan sponsors
13
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$336,707,147
Total reported liabilities (EOY)
$13,642,028
Total reported net assets (EOY)
$323,065,119

Contributions & income

Employer contributions
$16,774,651
Participant contributions
$9,971,288
Total income / additions
$71,492,275

Expenses & distributions

Benefits paid / distributions
$40,074,505
Total expenses
$41,868,565
Net increase / (decrease)
$29,623,710

Coverage

Total reported participants
7,906
Plans with financial statements
14
Plans with provider compensation
12

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Norwalk, 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 Norwalk, OH
PlanSponsorReported assets (EOY)Year
Fisher-Titus Health 401(K) PlanFisher-Titus Health$130,988,5772023
Plumbers And Steamfitters Local No. 42 Pension PlanBoard Of Trustees Of Plumbers And Steamfitters Local No. 42 Pension$66,919,0512023
Northern Ohio Profit Sharing PlanLake Erie Construction Co.$43,402,2112023
Plumbers And Steamfitters Local No 42 Retirement PlanBoard Of Trustees Of The Plumbers & Steamfitters Loc 42 Retirement Pln$23,916,9412023
Oglesby Construction 401(K) Profit Sharing PlanOglesby Construction, Inc.$14,968,8062023
Boca Construction, Inc., 401(K) Retir. PlanBoca Construction, Inc.$10,765,1762023
Plumbers & Steamfitters Local 42 Health & Welfare Trust FundPlumbers & Steamfitters Local 42 Health & Welfare Plan$10,678,6032023
New Horizons Baking Company 401(K) Retirement & Savings Plan For Norwalk Union BakersNew Horizons Baking Company, LLC$7,864,1722023
Fabriweld Corporation 401(K) Profit Sharing PlanFabriweld Corporation$7,277,7222023
New Horizons Baking Company Employee Retirement & Savings PlanNew Horizons Baking Company, LLC$5,759,1542023
Borgers Usa Corp. 401(K) PlanBorgers Usa Corp.$5,303,7832023
Norwalk Furniture Inc. 401(K) PlanNorwalk Furniture Inc.$4,297,0162023
Norwalk Furniture, Inc. Employee Stock Ownership PlanNorwalk Furniture, Inc.$2,890,2402023
New Horizons Baking Company 401(K) Retirement & Savings Plan For Norwalk Union DriversNew Horizons Baking Company, LLC$1,675,6952023
New Horizons Baking Company Employee Benefit PlanNew Horizons Baking Company, LLCnot reported in the loaded dataset2023
Oglesby Construction, Inc. Welfare Benefit PlanOglesby Construction, Inc.not reported in the loaded dataset2023
Fabriweld CorporationFabriweld Corporationnot reported in the loaded dataset2023
Fisher-Titus Health And Welfare PlanFisher-Titus Healthnot reported in the loaded dataset2023
Fabriweld CorporationFabriweld Corporationnot reported in the loaded dataset2023
Borgers Ohio, Incorporated Employee Benefits PlanBorgers Ohio, Incorporatednot reported in the loaded dataset2023
Norwalk Furniture, Inc. Employee Benefits PlanNorwalk Furniture, Inc.not reported in the loaded dataset2023

Related Form 5500 pages