Woodmere, 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, Woodmere, OH has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $27,646,589 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 4
- Plan sponsors
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $27,646,589
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $27,646,589
Contributions & income
- Employer contributions
- $659,821
- Participant contributions
- $1,989,075
- Total income / additions
- $9,454,719
Expenses & distributions
- Benefits paid / distributions
- $21,136,668
- Total expenses
- $21,211,664
- Net increase / (decrease)
- -$11,756,945
Coverage
- Total reported participants
- 520
- Plans with financial statements
- 3
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Woodmere, 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 |
|---|---|---|---|
| Marsh, Berry & Company, Inc. 401(K) Profit Sharing Plan | Marsh Berry & Co Inc | $27,595,531 | 2023 |
| Kertes Enterprises, Inc. Profit Sharing Plan | Kertes Enterprises, Inc. | $51,058 | 2023 |
| Marsh, Berry & Company, Inc. Employee Stock Ownership Plan | Marsh, Berry & Company, Inc. | $0 | 2023 |
| Marsh, Berry & Company, LLC Health And Welfare Plan | Marsh, Berry, & Company, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Woodmere → · Woodmere plans by participants → · Woodmere plans with financial data → · Woodmere plans with provider compensation → · $1B+ plans in Woodmere →
Related Form 5500 pages
- All OH Form 5500 filings
- Marsh, Berry & Company, Inc. 401(K) Profit Sharing Plan (plan 001)
- Marsh Berry & Co Inc — all reported plans
- Kertes Enterprises, Inc. Profit Sharing Plan (plan 001)
- Kertes Enterprises, Inc. — all reported plans
- Marsh, Berry & Company, Inc. Employee Stock Ownership Plan (plan 002)
- Marsh, Berry & Company, LLC Health And Welfare Plan (plan 501)
- Methodology
- Data sources