Portsmouth, 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, Portsmouth, OH has 22 loaded benefit plan(s) reported by 12 plan sponsor(s), with $317,230,319 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 22
- Plan sponsors
- 12
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $317,230,319
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $317,230,319
Contributions & income
- Employer contributions
- $15,425,593
- Participant contributions
- $13,075,359
- Total income / additions
- $67,674,555
Expenses & distributions
- Benefits paid / distributions
- $29,658,616
- Total expenses
- $31,603,393
- Net increase / (decrease)
- $36,071,162
Coverage
- Total reported participants
- 17,700
- Plans with financial statements
- 12
- Plans with provider compensation
- 10
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Portsmouth, 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 |
|---|---|---|---|
| Southern Ohio Medical Center Retirement Savings Program | Southern Ohio Medical Center | $154,894,536 | 2023 |
| Southern Ohio Medical Center Cash Balance Pension Plan | Southern Ohio Medical Center | $70,073,199 | 2023 |
| Osco Industries, Inc. 401(K) Profit Sharing Plan | Osco Industries, Inc. | $44,400,295 | 2023 |
| The Glockner Chevrolet Company 401(K) Savings Plan | The Glockner Chevrolet Company | $15,112,193 | 2023 |
| Desco 401(K) Plan | Desco Federal Credit Union | $11,493,384 | 2023 |
| C.A.O. Of Scioto County 403(B) Plan | Community Action Organization Of Scioto County, Inc. | $8,131,698 | 2023 |
| Scioto County Counseling Center 401(K) Profit Sharing Plan | Scioto County Counseling Center | $4,772,779 | 2023 |
| Schmidt Family Restaurant Group 401(K) Plan | Schmidt Family Restaurant Group, Inc. | $3,132,800 | 2023 |
| Appalachian Wood Floors 401k Retirement Plan | Appalachian Wood Floors Inc. | $2,613,054 | 2023 |
| Compass Community Health 401(K) Profit Sharing & Trust | Compass Community Health | $2,549,385 | 2023 |
| Osco Employees Health & Welfare Trust | Osco Industries Inc | $45,853 | 2023 |
| Appalachian Wood Floors, Inc. Employee Health Benefit Plan | Appalachian Wood Floors, Inc. | $11,143 | 2023 |
| Scioto County Counseling Center Employee Benefit Plan | Scioto County Counseling Center | not reported in the loaded dataset | 2023 |
| Glockner Enterprises Employee Benefits Plan | Glockner Enterprises | not reported in the loaded dataset | 2023 |
| Hill View Retirement Center Welfare Benefit Plan | Hill View Retirement Center | not reported in the loaded dataset | 2023 |
| Shawnee Mental Health Center, Inc. Welfare Benefit Plan | Shawnee Mental Health Center, Inc. | not reported in the loaded dataset | 2023 |
| Southern Ohio Medical Center Medical Reimbursement | Southern Ohio Medical Center | not reported in the loaded dataset | 2023 |
| Desco Federal Credit Union | Desco Federal Credit Union | not reported in the loaded dataset | 2023 |
| Group Health Insurance Plan | Southern Ohio Medical Center | not reported in the loaded dataset | 2023 |
| Southern Ohio Group Life & Disability Plan | Southern Ohio Medical Center | not reported in the loaded dataset | 2023 |
| Schmidt Family Restuarant Group | Schmidt Family Restaurant Group | not reported in the loaded dataset | 2023 |
| Ayden Healthcare Medical Plan | Ayden Healthcare | not reported in the loaded dataset | 2023 |
Largest plans in Portsmouth → · Portsmouth plans by participants → · Portsmouth plans with financial data → · Portsmouth plans with provider compensation → · $1B+ plans in Portsmouth →
Related Form 5500 pages
- All OH Form 5500 filings
- Southern Ohio Medical Center Retirement Savings Program (plan 002)
- Southern Ohio Medical Center — all reported plans
- Southern Ohio Medical Center Cash Balance Pension Plan (plan 003)
- Osco Industries, Inc. 401(K) Profit Sharing Plan (plan 001)
- Osco Industries, Inc. — all reported plans
- The Glockner Chevrolet Company 401(K) Savings Plan (plan 001)
- The Glockner Chevrolet Company — all reported plans
- Desco 401(K) Plan (plan 002)
- Desco Federal Credit Union — all reported plans
- C.A.O. Of Scioto County 403(B) Plan (plan 001)
- Community Action Organization Of Scioto County, Inc. — all reported plans
- Scioto County Counseling Center 401(K) Profit Sharing Plan (plan 001)
- Scioto County Counseling Center — all reported plans
- Schmidt Family Restaurant Group 401(K) Plan (plan 001)
- Schmidt Family Restaurant Group, Inc. — all reported plans
- Appalachian Wood Floors 401k Retirement Plan (plan 001)
- Appalachian Wood Floors Inc. — all reported plans
- Compass Community Health 401(K) Profit Sharing & Trust (plan 001)
- Compass Community Health — all reported plans
- Osco Employees Health & Welfare Trust (plan 501)
- Appalachian Wood Floors, Inc. Employee Health Benefit Plan (plan 501)
- Scioto County Counseling Center Employee Benefit Plan (plan 501)
- Glockner Enterprises Employee Benefits Plan (plan 501)
- Hill View Retirement Center Welfare Benefit Plan (plan 501)
- Hill View Retirement Center — all reported plans
- Methodology
- Data sources