Plan5500

Xenia, 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, Xenia, OH has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $6,423,889 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
4
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$6.4MSummed across loaded plans$6,423,889
Total reported assets$6.4M$6,423,889
Total reported participants1K1,039
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$6.4M total assets
Net assets$6.4MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$319.5K
Total income / additions$1.3M
Expenses & distributions
Benefits paid / distributions$158.3K
Total expenses$168.7K
Net increase / (decrease)$1.1M

Data coverage

Plans with financial statements2 / 5 (40%)
Plans with provider compensation1 / 5 (20%)

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

Xenia market comparison

Largest plan share of assets99%The Home Run, Inc. Retirement Plan And Trust
Participants per plan208Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Xenia

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

  1. 1
    The Home Run, Inc. Retirement Plan And Trust$6.4M
    Home Run, Inc. · 2023
  2. 2
    More Cowbell Co. 401(K) Plan$46.9K
    More Cowbell Co. · 2023
  3. 3
    Reptiles By Mack Employee Benefit Plannot reported in the loaded dataset
    Reptiles By Mack · 2023
  4. 4
    Home Run, Inc. Employee Benefit Plannot reported in the loaded dataset
    Home Run, Inc · 2023
  5. 5
    Toward Independence Inc. Wrap Benefit Plannot reported in the loaded dataset
    Toward Independence, Inc. · 2023

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

Related Form 5500 pages