Sharonville, 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, Sharonville, OH has 8 loaded benefit plan(s) reported by 5 plan sponsor(s), with $221,704,317 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 8
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $221,704,317
- Total reported liabilities (EOY)
- $33,988
- Total reported net assets (EOY)
- $221,670,329
Contributions & income
- Employer contributions
- $8,328,747
- Participant contributions
- $14,717,536
- Total income / additions
- $56,031,885
Expenses & distributions
- Benefits paid / distributions
- $21,722,169
- Total expenses
- $22,160,644
- Net increase / (decrease)
- $33,871,241
Coverage
- Total reported participants
- 4,895
- Plans with financial statements
- 5
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Sharonville, 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 |
|---|---|---|---|
| Dubois Chemicals, Inc. Retirement Savings Plan | Dubois Chemicals, Inc. | $96,429,766 | 2023 |
| The Habegger Corporation 401(K) Profit Sharing Plan And Trust | The Habegger Corporation | $73,502,305 | 2023 |
| Usui 401(K) Plan | Usui International Corp | $22,318,948 | 2023 |
| Kutol Products Company, Inc. 401(K) Plan | Kutol Products Company, Inc. | $20,288,979 | 2023 |
| Workhorse Technologies, Inc. 401(K) Plan | Workhorse Technologies, Inc. | $9,164,319 | 2023 |
| Dubois Chemicals, Inc Employee Benefits Plan | Dubois Chemicals, Inc. | not reported in the loaded dataset | 2023 |
| Workhorse Group Benefits Plans | Workhorse Technologies, Inc. | not reported in the loaded dataset | 2023 |
| Kutol Products Company Inc. Employee Benefit Plan | Kutol Products Company Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Sharonville → · Sharonville plans by participants → · Sharonville plans with financial data → · Sharonville plans with provider compensation → · $1B+ plans in Sharonville →
Related Form 5500 pages
- All OH Form 5500 filings
- Dubois Chemicals, Inc. Retirement Savings Plan (plan 001)
- Dubois Chemicals, Inc. — all reported plans
- The Habegger Corporation 401(K) Profit Sharing Plan And Trust (plan 002)
- The Habegger Corporation — all reported plans
- Usui 401(K) Plan (plan 001)
- Usui International Corp — all reported plans
- Kutol Products Company, Inc. 401(K) Plan (plan 002)
- Kutol Products Company, Inc. — all reported plans
- Workhorse Technologies, Inc. 401(K) Plan (plan 001)
- Workhorse Technologies, Inc. — all reported plans
- Dubois Chemicals, Inc Employee Benefits Plan (plan 501)
- Workhorse Group Benefits Plans (plan 501)
- Kutol Products Company Inc. Employee Benefit Plan (plan 501)
- Methodology
- Data sources