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Employer · plans filed under one EIN

Dinsmore & Shohl LLP

Cincinnati, OH · Professional, scientific and technical services

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$496Mnet assets across plans
2,576participant records1,686 active
$18.8Memployer contributions, latest plan years$11,130 per active record
$262KSchedule C compensation to organisations$101.75 per participant record

2 retirement plans with 100 or more participants file Form 5500 under Dinsmore & Shohl LLP's employer identification number (Cincinnati, Ohio). Their latest filings total 2,576 participant records and $496M in net assets.

The largest is The Dinsmore & Shohl LLP Savings and Investment Plan, a 401(k) plan with 2,304 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $18.8M and participant contributions $14.4M in the latest plan years; benefits paid were $52.3M. Schedule C compensation reported to service provider organisations totalled $262K.

Combined net assets moved from $103M in 2009 to $496M in 2024 (up 382%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
The Dinsmore & Shohl LLP Savings and Investment Plan401(k) plan20242,304$472M$204,928$9,999$144K
Dinsmore & Shohl LLP Cash Balance Plancash balance pension plan2024272$23.7M$87,254$18,474$118K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $103M2010: $121M2011: $125M2012: $145M2013: $170M2014: $193M2015: $207M2016: $233M2017: $274M2018: $261M2019: $308M2020: $366M2021: $447M2022: $378M2023: $447M2024: $496M$103M$496M20092012201620202024
Combined net assets
2009: 1,1182010: 1,1082011: 1,1382012: 1,1562013: 1,1642014: 1,2552015: 1,4462016: 1,7052017: 1,7932018: 1,8862019: 1,9532020: 2,0732021: 2,2732022: 2,3892023: 2,4922024: 2,5761,1182,57620092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202422,576$496M$18.8M$14.4M
202322,492$447M$17.3M$13.5M
202222,389$378M$16.1M$12.4M
202122,273$447M$15.8M$11.3M
202022,073$366M$13.1M$9.6M
201921,953$308M$12.4M$8.7M
201821,886$261M$12.1M$7.9M
201721,793$274M$11.8M$6.9M
201621,705$233M$11.6M$6.8M
201511,446$207M$9.3M$5.8M
201411,255$193M$8.3M$5.0M
201311,164$170M$7.5M$4.7M
201211,156$145M$7.3M$4.4M
201111,138$125M$7.3M$4.2M
201011,108$121M$7.2M$4.1M
200911,118$103M$6.7M$3.7M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Fidelity Investments InstitutionalParticipant loan processing; Trustee (bank, trust company, or similar financial institution)2$89,646
Strategic Advisors, Inc.Investment advisory (plan)1$49,028
Mariner Wealth AdvisorsInvestment advisory (participants)1$32,304
Bahl and GaynorConsulting (general)1$30,912
Horan SecuritiesConsulting (general)1$26,000
October Three Consulting LLCActuarial1$25,530
AllianceBernstein LPInvestment management1$6,152
Fifth Third BankTrustee (bank, trust company, or similar financial institution)1$2,525

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Fidelity Investments Institutional$90K
Strategic Advisors, Inc.$49K
Mariner Wealth Advisors$32K
Bahl and Gaynor$31K
Horan Securities$26K
October Three Consulting LLC$26K
AllianceBernstein LP$6,152
Fifth Third Bank$2,525

Questions and answers

How many retirement plans does Dinsmore & Shohl LLP have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: The Dinsmore & Shohl LLP Savings and Investment Plan and Dinsmore & Shohl LLP Cash Balance Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Dinsmore & Shohl LLP contribute to its plans?

$18,764,821 in employer contributions across these plans in their latest plan years, about $11,130 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Fidelity Investments Institutional, Strategic Advisors, Inc., Mariner Wealth Advisors and Bahl and Gaynor and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.