Whitehall, 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, Whitehall, OH has 7 loaded benefit plan(s) reported by 5 plan sponsor(s), with $39,734,800 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 7
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $39,734,800
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $39,734,800
Contributions & income
- Employer contributions
- $1,200,819
- Participant contributions
- $2,644,091
- Total income / additions
- $8,208,481
Expenses & distributions
- Benefits paid / distributions
- $3,626,866
- Total expenses
- $3,832,784
- Net increase / (decrease)
- $4,375,697
Coverage
- Total reported participants
- 2,108
- Plans with financial statements
- 4
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Whitehall, 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 |
|---|---|---|---|
| Heartland Bank 401(K) Profit Sharing Plan | Heartland Bank | $21,161,977 | 2023 |
| The Buckeye Ranch 401(K) Plan | The Buckeye Ranch | $18,557,410 | 2023 |
| Martin'S Mercantile,Inc. Retirement Plan | Martin'S Mercantile, Inc. | $7,745 | 2023 |
| Erickson Hardware Inc. Retirement Plan | Erickson Hardware Inc. | $7,668 | 2023 |
| Heartland Bank Employee Benefit Plan | Heartland Bank | not reported in the loaded dataset | 2023 |
| The Buckeye Ranch Benefit Plan | The Buckeye Ranch | not reported in the loaded dataset | 2023 |
| Rite Rug Company, Inc. | Rite Rug Company, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Whitehall → · Whitehall plans by participants → · Whitehall plans with financial data → · Whitehall plans with provider compensation → · $1B+ plans in Whitehall →
Related Form 5500 pages
- All OH Form 5500 filings
- Heartland Bank 401(K) Profit Sharing Plan (plan 001)
- Heartland Bank — all reported plans
- The Buckeye Ranch 401(K) Plan (plan 002)
- The Buckeye Ranch — all reported plans
- Martin'S Mercantile,Inc. Retirement Plan (plan 001)
- Martin'S Mercantile, Inc. — all reported plans
- Erickson Hardware Inc. Retirement Plan (plan 001)
- Erickson Hardware Inc. — all reported plans
- Heartland Bank Employee Benefit Plan (plan 501)
- The Buckeye Ranch Benefit Plan (plan 501)
- Rite Rug Company, Inc. (plan 503)
- Rite Rug Company, Inc. — all reported plans
- Methodology
- Data sources