Sidney, 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, Sidney, OH has 24 loaded benefit plan(s) reported by 13 plan sponsor(s), with $283,293,547 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
24
Plan sponsors
13
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$283,293,547
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$283,293,547

Contributions & income

Employer contributions
$7,146,488
Participant contributions
$14,590,256
Total income / additions
$65,799,958

Expenses & distributions

Benefits paid / distributions
$24,196,010
Total expenses
$25,130,938
Net increase / (decrease)
$40,669,020

Coverage

Total reported participants
9,601
Plans with financial statements
14
Plans with provider compensation
10

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Sidney, 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 Sidney, OH
PlanSponsorReported assets (EOY)Year
Wilson Health 401(K) PlanShelby County Memorial Hospital Association Dba Wilson Health$84,178,9222023
Advanced Composites, Inc. 401(K) Retirement PlanAdvanced Composites, Inc.$47,230,8332023
Area Energy & Electric, Inc. Profit Sharing PlanArea Energy & Electric, Inc.$33,995,0232023
Alliance Compressors, LLC 401k PlanAlliance Compressors, LLC$28,057,5992023
Alliance Compressors, LLC Retirement PlanAlliance Compressors$21,935,5292023
Nk Parts Industries, Inc. Savings & Retirement PlanNk Parts Industries, Inc.$14,320,9262023
Dickman Supply Company 401(K) Savings PlanDickman Supply Company$14,109,9572023
Ferguson Construction Company 401(K) Plan For OperationsFerguson Construction Company$11,767,8552023
Continental Express, Inc. 401 (K) PlanContinental Express, Inc.$11,395,5592023
Midwest Ohio Dental Care 401(K) Profit Sharing PlanMidwest Ohio Dental Care$5,799,6522023
Kirk Nationalease Co. 401(K) Profit Sharing PlanKirk Nationalease Administration Company$5,322,3972023
Monarch Lathes 401(K) PlanMonarch Lathes L.P.$4,441,4112023
Geordie Investment Corporation 401(K) PlanGeordie Investment Corporation$737,8842023
Peoples-Sidney Financial Corporation Employee Stock Ownership PlanPeoples-Sidney Financial Corporation$02023
Area Energy & Electric Inc., Health Insurance PlanArea Energy & Electric, Inc.not reported in the loaded dataset2023
Kirk Nationalease Administration Company Employee Health Care PlanKirk Nationalease Administration Companynot reported in the loaded dataset2023
Nk Parts Master Health And Welfare Benefits PlanNk Parts Industries, Inc.not reported in the loaded dataset2023
Ferguson Construction Company Employees Welfare Benefit Plan And TrustFerguson Construction Companynot reported in the loaded dataset2023
Continental Express Driver Leasing Wrap Benefit PlanContinental Express, Inc.not reported in the loaded dataset2023
Advanced Composites, Inc. Employee Welfare Benefit PlansAdvanced Composites, Inc.not reported in the loaded dataset2023
Wilson Health Welfare Benefit PlanShelby County Memorial Hospital Assoc. Inc.not reported in the loaded dataset2023
Alliance Compressors Employee Medical PlanEmerson Climate Technologies, Inc.not reported in the loaded dataset2023
Dickman Supply Company Employee Benefit PlanDickman Supply Companynot reported in the loaded dataset2023
The Life Insurance PlanFerguson Construction Companynot reported in the loaded dataset2023

Related Form 5500 pages