Plan5500

Waterville, 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, Waterville, OH has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $20,684,753 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$20.7MSummed across loaded plans$20,684,753
Total reported assets$20.7M$20,684,753
Total reported participants157
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$20.7M total assets
Net assets$20.7MLiabilities—
Contributions & income
Employer contributions$476.3K
Participant contributions$826.1K
Total income / additions$5.3M
Expenses & distributions
Benefits paid / distributions$1.4M
Total expenses$1.5M
Net increase / (decrease)$3.7M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Waterville, 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.

Computed from loaded plans

Waterville market comparison

Largest plan share of assets100%Kaufman Engineered Systems, Inc. Profit Sharing And 401(K) Plan And Trust
Participants per plan157Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Waterville

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Kaufman Engineered Systems, Inc. Profit Sharing And 401(K) Plan And Trust$20.7M
    Kaufman Engineered Systems, Inc. · 2023

Largest plans in Waterville → · Waterville plans by participants → · Waterville plans with financial data → · Waterville plans with provider compensation → · $1B+ plans in Waterville →

Related Form 5500 pages