Springboro, 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, Springboro, OH has 22 loaded benefit plan(s) reported by 16 plan sponsor(s), with $137,555,451 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
- 16
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $137,555,451
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $137,555,451
Contributions & income
- Employer contributions
- $2,770,377
- Participant contributions
- $5,924,054
- Total income / additions
- $26,876,412
Expenses & distributions
- Benefits paid / distributions
- $13,043,336
- Total expenses
- $13,219,988
- Net increase / (decrease)
- $13,656,424
Coverage
- Total reported participants
- 2,713
- Plans with financial statements
- 14
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Springboro, 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 |
|---|---|---|---|
| Victory Wholesale Group 401(K) Plan | Brothers Trading Co., Inc. | $86,887,931 | 2023 |
| Sunstar Engineering Americas, Inc. 401(K) Savings Plan | Sunstar Engineering Americas, Inc. | $13,994,944 | 2023 |
| Advanced Engineering Solutions, Inc. 401(K) Retirement Savings Plan | Advanced Engineering Solutions, Inc | $8,766,584 | 2023 |
| Thaler Machine Company LLC 401(K) Profit Sharing Plan & Trust | Thaler Machine Company LLC | $6,411,133 | 2023 |
| Pdi Communication Systems, Inc. Retirement Plan And Trust | Pdi Communication Systems, Inc. | $6,339,833 | 2023 |
| Parts Express International, Inc. 401(K) Plan | Parts Express International, Inc. | $5,756,312 | 2023 |
| Alfons Haar, Inc. 401(K) Profit Sharing Plan And Trust | Alfons Haar, Inc. | $4,799,044 | 2023 |
| Project Management Solutions, Inc. Employee Stock Ownership Plan | Project Management Solutions, Inc. | $1,824,459 | 2023 |
| Gem City Franchise Brands, Inc. Retirement Plan | Gem City Franchise Brands, Inc. | $898,991 | 2023 |
| S&A Miller Group Retirement Plan | S&A Miller Group, Inc. | $531,919 | 2023 |
| Glloyd Enterprises Inc. Profit Sharing Plan | Glloyd Enterprises Inc. | $500,000 | 2023 |
| Arlt And Cope, Inc. 401k Plan | Arlt And Cope, Inc. | $495,185 | 2023 |
| Cycle Revolution, Inc. Retirement Plan | Cycle Revolution, Inc. | $230,314 | 2023 |
| Cassell Ventures 401k | Cassell Ventures Corporation | $118,802 | 2023 |
| Sunstar Engineering Americas, Inc. Employee Benefit Plan | Sunstar Engineering Americas, Inc. | not reported in the loaded dataset | 2023 |
| Accelevation Benefit Plan | Accelevation | not reported in the loaded dataset | 2023 |
| Digestive Specialists, Inc. Employee Benefit Plan | Digestive Specialist, Inc. | not reported in the loaded dataset | 2023 |
| Advanced Engineering Solutions, Inc. Employee Benefit Plan | Advanced Engineering Solutions, Inc. | not reported in the loaded dataset | 2023 |
| Brothers Trading Co., Inc. Employee Health Plan | Brothers Trading Co., Inc. | not reported in the loaded dataset | 2023 |
| Accelevation Life & Disability Plan | Accelevation | not reported in the loaded dataset | 2023 |
| Accelevation Fsa Plan | Accelevation | not reported in the loaded dataset | 2023 |
| Thaler Machine Company, LLC Employee Benefit Plan | Thaler Machine Company, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Springboro → · Springboro plans by participants → · Springboro plans with financial data → · Springboro plans with provider compensation → · $1B+ plans in Springboro →
Related Form 5500 pages
- All OH Form 5500 filings
- Victory Wholesale Group 401(K) Plan (plan 004)
- Brothers Trading Co., Inc. — all reported plans
- Sunstar Engineering Americas, Inc. 401(K) Savings Plan (plan 001)
- Sunstar Engineering Americas, Inc. — all reported plans
- Advanced Engineering Solutions, Inc. 401(K) Retirement Savings Plan (plan 001)
- Advanced Engineering Solutions, Inc — all reported plans
- Thaler Machine Company LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- Thaler Machine Company LLC — all reported plans
- Pdi Communication Systems, Inc. Retirement Plan And Trust (plan 001)
- Pdi Communication Systems, Inc. — all reported plans
- Parts Express International, Inc. 401(K) Plan (plan 001)
- Parts Express International, Inc. — all reported plans
- Alfons Haar, Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Alfons Haar, Inc. — all reported plans
- Project Management Solutions, Inc. Employee Stock Ownership Plan (plan 002)
- Project Management Solutions, Inc. — all reported plans
- Gem City Franchise Brands, Inc. Retirement Plan (plan 001)
- Gem City Franchise Brands, Inc. — all reported plans
- S&A Miller Group Retirement Plan (plan 001)
- S&A Miller Group, Inc. — all reported plans
- Glloyd Enterprises Inc. Profit Sharing Plan (plan 001)
- Glloyd Enterprises Inc. — all reported plans
- Arlt And Cope, Inc. 401k Plan (plan 001)
- Arlt And Cope, Inc. — all reported plans
- Cycle Revolution, Inc. Retirement Plan (plan 001)
- Cycle Revolution, Inc. — all reported plans
- Cassell Ventures 401k (plan 001)
- Cassell Ventures Corporation — all reported plans
- Sunstar Engineering Americas, Inc. Employee Benefit Plan (plan 501)
- Methodology
- Data sources