Willoughby, 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, Willoughby, OH has 32 loaded benefit plan(s) reported by 26 plan sponsor(s), with $146,060,766 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 32
- Plan sponsors
- 26
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $146,060,766
- Total reported liabilities (EOY)
- $234,437
- Total reported net assets (EOY)
- $145,826,329
Contributions & income
- Employer contributions
- $2,876,123
- Participant contributions
- $7,045,066
- Total income / additions
- $39,858,624
Expenses & distributions
- Benefits paid / distributions
- $12,121,333
- Total expenses
- $12,683,717
- Net increase / (decrease)
- $27,174,907
Coverage
- Total reported participants
- 4,366
- Plans with financial statements
- 23
- Plans with provider compensation
- 11
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Willoughby, 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 |
|---|---|---|---|
| Process Technology Incentive Retirement Plan | Process Technology | $21,034,568 | 2023 |
| Meister Media Worldwide Profit Sharing And 401(K) Plan | Meister Media Worldwide, Inc. | $18,026,598 | 2023 |
| Marous Brothers Construction 401(K) Profit Sharing Plan | Marous Brothers Construction, Inc. | $15,159,114 | 2023 |
| Technical Assurance Employee Stock Ownership Plan | Technical Assurance, Inc. | $13,695,000 | 2023 |
| Integrated Mill Systems, Inc. 401(K) Plan | Integrated Mill Systems, Inc. | $12,949,404 | 2023 |
| Unisyn Precision Components Retirement Plan | Upc Holdings Iii Corp. | $11,999,329 | 2023 |
| Andrews School Tiaa-Cref Tax Deferred Retirement Annuities | Andrews-Osborne Academy | $8,158,417 | 2023 |
| Bescast 401(K) Retirement Plan | Bescast, Inc. | $7,886,853 | 2023 |
| Cast Nylons Limited 401(K) Retirement Savings Plan | Cast Nylons Co., Ltd | $7,364,177 | 2023 |
| Fitz-Fahl, Inc. 401(K) Profit Sharing Plan And Trust | Fitz-Fahl, Inc. Dba Roberts Roofing | $4,502,921 | 2023 |
| Drs. Akst & Batos, Inc. 401k Profit Sharing Plan | Drs. Akst & Batos, Inc. | $4,047,538 | 2023 |
| Bud Industries Salaried Retirement Plan | Bud Industries, Inc. | $3,292,595 | 2023 |
| Jakprints, Inc 401(K) Profit Sharing Plan And Trust | Jakprints, Inc | $3,187,134 | 2023 |
| K & D Management 401(K) Retirement Plan | K & D | $2,768,305 | 2023 |
| Andrews School Tiaa-Cref Tax Deferred Supplemental Retirement Annuities | Andrews-Osborne Academy | $2,676,095 | 2023 |
| Exodus Integrity Services, Inc. Employees Savings Trust | Exodus Integrity Services, Inc. | $2,543,583 | 2023 |
| Olympus Holding Company, Inc. 401(K) Plan | Olympus Holding Company, Inc. | $2,156,522 | 2023 |
| Bud Manufacturing Inc. 401(K) Plan | Bud Manufacturing, Inc | $1,240,996 | 2023 |
| Matthew M. Keum, M.D., Inc. 401(K) Profit Sharing Plan & Trust | Matthew M. Keum, M.D., Inc. | $1,098,015 | 2023 |
| Jaye E. Benjamin 401(K) | Jaye E. Benjamin Benjamin Profit Sharing Plan | $890,152 | 2023 |
| Danute E. Abriani, Dds, Inc. 401(K) Plan | Danute E. Abriani, Dds, Inc. | $690,661 | 2023 |
| Lst Clips, Inc. Retirement Plan | Lst Clips, Inc. | $580,933 | 2023 |
| Jaye E Benjamin Profit Sharing Plan | Jaye E. Benjamin Benjamin Profit Sharing Plan | $111,856 | 2023 |
| Welfare Benefit Plan | K & D Group, Inc. | not reported in the loaded dataset | 2023 |
| Bescast, Inc. Cafeteria Plan | Bescast, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Willoughby → · Willoughby plans by participants → · Willoughby plans with financial data → · Willoughby plans with provider compensation → · $1B+ plans in Willoughby →
Related Form 5500 pages
- All OH Form 5500 filings
- Process Technology Incentive Retirement Plan (plan 002)
- Process Technology — all reported plans
- Meister Media Worldwide Profit Sharing And 401(K) Plan (plan 001)
- Meister Media Worldwide, Inc. — all reported plans
- Marous Brothers Construction 401(K) Profit Sharing Plan (plan 002)
- Marous Brothers Construction, Inc. — all reported plans
- Technical Assurance Employee Stock Ownership Plan (plan 002)
- Technical Assurance, Inc. — all reported plans
- Integrated Mill Systems, Inc. 401(K) Plan (plan 001)
- Integrated Mill Systems, Inc. — all reported plans
- Unisyn Precision Components Retirement Plan (plan 001)
- Upc Holdings Iii Corp. — all reported plans
- Andrews School Tiaa-Cref Tax Deferred Retirement Annuities (plan 002)
- Andrews-Osborne Academy — all reported plans
- Bescast 401(K) Retirement Plan (plan 003)
- Bescast, Inc. — all reported plans
- Cast Nylons Limited 401(K) Retirement Savings Plan (plan 001)
- Cast Nylons Co., Ltd — all reported plans
- Fitz-Fahl, Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Fitz-Fahl, Inc. Dba Roberts Roofing — all reported plans
- Drs. Akst & Batos, Inc. 401k Profit Sharing Plan (plan 004)
- Drs. Akst & Batos, Inc. — all reported plans
- Bud Industries Salaried Retirement Plan (plan 003)
- Bud Industries, Inc. — all reported plans
- Jakprints, Inc 401(K) Profit Sharing Plan And Trust (plan 001)
- Jakprints, Inc — all reported plans
- K & D Management 401(K) Retirement Plan (plan 001)
- K & D — all reported plans
- Andrews School Tiaa-Cref Tax Deferred Supplemental Retirement Annuities (plan 003)
- Methodology
- Data sources