Warren, 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, Warren, OH has 46 loaded benefit plan(s) reported by 26 plan sponsor(s), with $446,509,371 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
46
Plan sponsors
26
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$446,509,371
Total reported liabilities (EOY)
$50,027
Total reported net assets (EOY)
$446,459,344

Contributions & income

Employer contributions
$10,167,857
Participant contributions
$17,898,686
Total income / additions
$90,550,099

Expenses & distributions

Benefits paid / distributions
$47,791,980
Total expenses
$49,401,381
Net increase / (decrease)
$41,148,718

Coverage

Total reported participants
22,865
Plans with financial statements
27
Plans with provider compensation
17

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Warren, 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 Warren, OH
PlanSponsorReported assets (EOY)Year
Avi Foodsystems, Inc. 401(K) Retirement Savings PlanAvi Foodsystems Inc$89,672,4442023
Thomas Steel Strip Corp. Pension PlanThomas Steel Strip Corp.$71,088,5142023
Covelli Enterprises, Inc. 401(K) Profit Sharing Plan & TrustCovelli Enterprises, Inc.$49,775,4752023
Seven Seventeen Credit Union Inc 401k Savings Plan Salaried EmployeesSeven Seventeen Credit Union$36,331,7992023
Thomas Steel Strip Corporation 401(K) PlanThomas Steel Strip Corporation$33,693,2362023
Mssl Wiring System Retirement PlanMssl Wiring System Inc.$32,403,1102023
Thomas Steel Strip Corp. Retirement Income PlanThomas Steel Strip Corp.$23,280,6912023
Cattron North America 401(K) PlanCattron North America$18,167,6062023
Trumbull Industries, Inc. Employees' Profit Sharing PlanTrumbull Industries, Inc.$17,030,9832023
Seven Seventeen Credit Union, Inc 401(K) Savings Plan For Union EmployeesSeven Seventeen Credit Union, Inc.$15,245,5262023
Glunt Industries, Inc. 401(K) Profit Sharing PlanGlunt Industries, Inc.$10,474,4792023
Covelli Family Limited Partnership 401(K) Retirement PlanCovelli Family Limited Partnership$8,676,4812023
Liberty Steel Industries, Inc. 401(K) Retirement PlanLiberty Steel Industries, Inc.$7,677,2832023
Avalon Holdings Corporation Participating Companies Profit Sharing Plan And TrustAvalon Holdings Corporation$7,088,0012023
O'Connor, Hoso & Loree, LLC 401(K) Retirement PlanO'Connor, Hoso & Loree, LLC$5,581,0422023
Avi Foodsystems, Inc. 401(K) Plan AAvi Foodsystems, Inc.$5,257,7652023
Jaro Transportation Services Inc. 401(K) Profit Sharing PlanJaro Transportation Services, Inc.$5,086,1952023
Liberty Steel Industries, Inc. Defined Benefit PlanLiberty Steel Industries$3,834,3132023
Cardiac Management, Inc. Profit Sharing PlanCardiac Management, Inc.$3,244,1402023
Daniel Daniluk LLC Employees Profit Sharing PlanDaniel Daniluk LLC$1,401,5592023
Dobson Family Partnership 401k PlanDobson Family Partnership LLC$931,1382023
Verodana Inc Employees Profit Sharing PlanVerodana, Inc$384,2592023
Defined Contribution Pension Plan For Employees Of United Way Of Trumbull CountyUnited Way Of Trumbull County$145,5682023
Turn/Around Group Inc. Retirement PlanTurn/Around Group Inc.$32,3772023
Thomas Steel Strip Corp. Supplemental Unemployment Benefit PlanThomas Steel Strip Corp.$5,3872023

Related Form 5500 pages