Park Ohio Industries And Subsidiaries Pension Plan — Form 5500 plan (Park Ohio Industres Inc)
Plain-English plan 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, Park Ohio Industries And Subsidiaries Pension Plan is a benefit plan reported by Park Ohio Industres Inc under EIN 34-6520107 and plan number 002. The latest loaded filing year is 2023. The filing reports 5,266 participants and $151,435,544 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Park Ohio Industres Inc
- EIN
- 34-6520107
- Plan number
- 002
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 5,266
- End-of-year plan assets
- $151,435,544
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,266 | H, C | 20241015185353NAL0049435744001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $151,435,544
- Total liabilities (EOY)
- $3,771,026
- Net assets (EOY)
- $147,664,518
- Net assets (BOY)
- $132,549,269
Income & contributions
- Total contributions
- $0
- Total income / additions
- $21,709,676
Expenses & distributions
- Benefits paid
- $5,459,689
- Administrative expenses
- $1,134,738
- Total expenses
- $6,594,427
- Net increase / (decrease)
- $15,115,249
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gamco Asset Management Inc | NONE | $266,574 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | NONE | $149,656 | not reported in the loaded dataset | 2023 |
| Clearstead Advisors LLC | NONE | $100,181 | not reported in the loaded dataset | 2023 |
| Huntington Bank | CUSTODIAN | $38,192 | not reported in the loaded dataset | 2023 |
| Empower | CUSTODIAN | $35,812 | not reported in the loaded dataset | 2023 |
| Us Bank National Association | TRUSTEE | $32,694 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | CUSTODIAN | $30,250 | not reported in the loaded dataset | 2023 |
| Bober Markey Fedorovich | NONE | $17,978 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Mgt LLC | NONE | $16,522 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Park Ohio Industres Inc
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Gamco Asset Management Inc — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Clearstead Advisors LLC — Schedule C compensation
- Huntington Bank — Schedule C compensation
- Empower — Schedule C compensation
- Us Bank National Association — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Bober Markey Fedorovich — Schedule C compensation
- Boyd Watterson Asset Mgt LLC — Schedule C compensation