Plan5500

Pomeroy, 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, Pomeroy, OH has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $5,967,717 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

What stands out in Pomeroy

  • 4 loaded plans hold $6M in reported assets across 3 sponsors.
  • The largest, Mark Porter Auto Group, Inc. 401(K) Plan, holds 58% of reported Pomeroy plan assets.
  • Plans cover 449 participants — about 112 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$6MSummed across loaded plans$5,967,717
Total reported assets$6M$5,967,717
Total reported participants449
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$6M total assets
Net assets$6MLiabilities—
Contributions & income
Employer contributions$229.4K
Participant contributions$588.2K
Total income / additions$1.2M
Expenses & distributions
Benefits paid / distributions$354.6K
Total expenses$376.3K
Net increase / (decrease)$827.4K

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation1 / 4 (25%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Pomeroy, 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.

Computed from loaded plans

Pomeroy market comparison

Largest plan share of assets58%Mark Porter Auto Group, Inc. 401(K) Plan
Participants per plan112Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Pomeroy

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Mark Porter Auto Group, Inc. 401(K) Plan$3.4M
    Mark Porter Auto Group, Inc. · 2023
  2. 2
    Thepharmacy4u.Com, Inc. 401(K) Plan$2.1M
    Thepharmacy4u.Com, Inc. · 2023
  3. 3
    Farmers Bancshares, Inc. Employee Stock Ownership Plan$446.4K
    Farmers Bancshares, Inc. · 2023
  4. 4
    Mark Porter Autoplex, Inc., Porter Jackson, Inc., Porter Cdjr, Inc., And Porter Jackson Cdjr, Inc. Health And Welfare Benefit Plannot reported in the loaded dataset
    Mark Porter Autoplex, Inc. · 2023

Largest plans in Pomeroy → · Pomeroy plans by participants → · Pomeroy plans with financial data → · Pomeroy plans with provider compensation → · $1B+ plans in Pomeroy →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Pomeroy, OH?
4 plan(s) reported by 3 sponsor(s) are loaded for Pomeroy, OH.

Related Form 5500 pages