Walbridge, 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, Walbridge, OH has 10 loaded benefit plan(s) reported by 4 plan sponsor(s), with $300,922,480 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
10
Plan sponsors
4
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$300,922,480
Total reported liabilities (EOY)
$40,557,541
Total reported net assets (EOY)
$260,364,939

Contributions & income

Employer contributions
$7,130,281
Participant contributions
$5,942,540
Total income / additions
$59,283,418

Expenses & distributions

Benefits paid / distributions
$27,710,011
Total expenses
$28,586,619
Net increase / (decrease)
$30,696,799

Coverage

Total reported participants
2,385
Plans with financial statements
6
Plans with provider compensation
4

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Walbridge, 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 Walbridge, OH
PlanSponsorReported assets (EOY)Year
Jones-Hamilton Co. Employee Stock Ownership PlanJones-Hamilton Co.$140,315,0382023
The Rudolph/Libbe Companies Inc 401(K)/Profit Sharing PlanThe Rudolph/Libbe Companies, Inc$101,146,1822023
Lyden Oil Company 401(K) PlanLyden Oil Company$30,871,5702023
Cleveland-Cliffs Tubular Components LLC Walbridge 401(K) Retirement PlanCleveland-Cliffs Tubular Components LLC$16,294,6562023
Cleveland-Cliffs Tubular Components LLC Columbus, Indiana Plant 401(K) PlanCleveland-Cliffs Tubular Components LLC$6,275,3602023
Jones-Hamilton Co. 401(K) PlanJones-Hamilton Co.$6,019,6742023
Lyden Oil Company Welfare Benefit PlanLyden Oil Companynot reported in the loaded dataset2023
Jones-Hamilton Health And Welfare PlanJones-Hamilton Co.not reported in the loaded dataset2023
Cleveland-Cliffs Tubular Components LLC Master Welfare Benefit PlanCleveland-Cliffs Tubular Components LLCnot reported in the loaded dataset2023
The Rudolph Libbe Companies Employee Benefits PlanThe Rudolph Libbe Companiesnot reported in the loaded dataset2023

Related Form 5500 pages