Saint Marys, 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, Saint Marys, OH has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $54,021,920 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 3
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $54,021,920
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $54,021,920
Contributions & income
- Employer contributions
- $1,207,490
- Participant contributions
- $1,887,560
- Total income / additions
- $10,618,414
Expenses & distributions
- Benefits paid / distributions
- $6,694,394
- Total expenses
- $6,784,479
- Net increase / (decrease)
- $3,833,935
Coverage
- Total reported participants
- 985
- Plans with financial statements
- 2
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Saint Marys, 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 |
|---|---|---|---|
| Setex, Inc. Tax Deferred Savings Plan And Trust | Setex, Inc. | $52,442,526 | 2023 |
| Law Office Of Dianna Pendleton 401(K) Plan | The Law Office Of Dianna Pendleton | $1,579,394 | 2023 |
| Joint Township Memorial Hospital Employee Health Plan | Joint Township Dist. Mem. Hospital | not reported in the loaded dataset | 2023 |
Largest plans in Saint Marys → · Saint Marys plans by participants → · Saint Marys plans with financial data → · Saint Marys plans with provider compensation → · $1B+ plans in Saint Marys →
Related Form 5500 pages
- All OH Form 5500 filings
- Setex, Inc. Tax Deferred Savings Plan And Trust (plan 001)
- Setex, Inc. — all reported plans
- Law Office Of Dianna Pendleton 401(K) Plan (plan 001)
- The Law Office Of Dianna Pendleton — all reported plans
- Joint Township Memorial Hospital Employee Health Plan (plan 501)
- Joint Township Dist. Mem. Hospital — all reported plans
- Methodology
- Data sources