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Employer · plans filed under one EIN

Ohio Valley Electrical Services, Inc.

Blue Ash, OH · Construction

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.

$30.9Mnet assets across plans
350participant records296 active
$530Kemployer contributions, latest plan years$1,792 per active record
$88KSchedule C compensation to organisations$252.22 per participant record

Ohio Valley Electrical Services, Inc., based in Blue Ash, Ohio, sponsors 2 retirement plans with 100 or more participants: 2 defined contribution. Together they reported 350 participant records and $30.9M in net assets.

The largest is Ohio Valley Electrical Services, Inc. 401(k) Retirement Plan, a 401(k) plan with 179 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 $530K and participant contributions $642K in the latest plan years; benefits paid were $825K. Schedule C compensation reported to service provider organisations totalled $88K.

Combined net assets moved from $9.0M in 2019 to $30.9M in 2024 (up 243%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Ohio Valley Electrical Services, Inc. 401(k) Retirement Plan401(k) plan2024179$14.9M$83,442$1,406$88K
Ohio Valley Electrical Services, Inc. Employee Stock Ownership Planemployee stock ownership plan2024171$15.9M$93,065$2,216$0
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

2019: $9.0M2020: $13.1M2021: $23.0M2022: $18.7M2023: $21.7M2024: $30.9M$9.0M$30.9M2019202020222024
Combined net assets
2019: 2482020: 2452021: 2922022: 2972023: 3302024: 3502483502019202020222024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242350$30.9M$530K$642K
20232330$21.7M$546K$618K
20222297$18.7M$522K$597K
20212292$23.0M$549K$548K
20202245$13.1M$427K$421K
20192248$9.0M$762K$344K

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
LPL Financial LLCInvestment management1$34,775
ProaccountInvestment advisory (participants)1$20,989
NationwideContract Administrator; Recordkeeping and information management; Custodial (other than securities); Participant loan processing1$17,923
Iron FiduciaryNamed fiduciary1$8,531
Blue Ridge ESOP AssociatesConsulting (general); Consulting (pension)1$6,060

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

LPL Financial LLC$35K
Proaccount$21K
Nationwide$18K
Iron Fiduciary$8,531
Blue Ridge ESOP Associates$6,060

Questions and answers

How many retirement plans does Ohio Valley Electrical Services, Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Ohio Valley Electrical Services, Inc. 401(k) Retirement Plan and Ohio Valley Electrical Services, Inc. Employee Stock Ownership Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Ohio Valley Electrical Services, Inc. contribute to its plans?

$530,334 in employer contributions across these plans in their latest plan years, about $1,792 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 LPL Financial LLC, Proaccount, Nationwide and Iron Fiduciary 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.