SUPPLEMENTAL PENSION & SAVINGS PLAN FOR EES OF OHIO VALLEY ELECTRIC CORP AND INDIANA-KENTUCKY ELECTRIC CORP
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
OHIO VALLEY ELECTRIC CORPORATION
This ESOP plan holds $150M in total assets and serves 511 participants as of 2024. It is sponsored by OHIO VALLEY ELECTRIC CORPORATION in Ohio. The plan reported positive net income of $12M for the year.
What the Filing Says About SUPPLEMENTAL PENSION & SAVINGS PLAN FOR EES OF OHIO VALLEY ELECTRIC CORP AND INDIANA-KENTUCKY ELECTRIC CORP
SUPPLEMENTAL PENSION & SAVINGS PLAN FOR EES OF OHIO VALLEY ELECTRIC CORP AND INDIANA-KENTUCKY ELECTRIC CORP is a ESOP retirement plan sponsored by OHIO VALLEY ELECTRIC CORPORATION, headquartered in Ohio. As of the 2024 Form 5500 filing, the plan reports $150M in total end-of-year assets and covers 511 participants across the Utilities industry. The sponsor's EIN on file with the U.S. Department of Labor is 314392702, and the plan has been effective since 1980-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $138M at the beginning of 2024 to $150M at year-end — a gain of 9.0%. Net assets (after liabilities) closed the year at $150M, with reported net income of $12M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $138M |
| Total Assets (End of Year) | $150M |
| Net Assets (End of Year) | $150M |
| Net Income | $12M |
| Plan Type | ESOP |
| Employer EIN | 314392702 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (OHIO VALLEY ELECTRIC CORPORATION)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,037 | $310M |
| 2023 | 2 | 934 | $297M |
| 2024 | 2 | 929 | $308M |
Nearby ESOP Plans in Ohio
Peer ESOP plans — same state, same plan type — ranked by total assets.
- THE SHERWIN-WILLIAMS COMPANY 401(K) PLAN $10.1B · 47,362
- THE SHERWIN-WILLIAMS COMPANY SALARIED EMPLOYEES' REVISED PENSION INVESTMENT PLAN $1.6B · 47,282
- MATERION CORPORATION RETIREMENT SAVINGS PLAN $425M · 2,640
- SUPPLEMENTAL PENSION & SAVINGS PLAN FOR EES OF OHIO VALLEY ELECTRIC CORP AND INDIANA-KENTUCKY ELECTRIC CORP $138M · 497
- PIPE FITTERS LOCAL UNION NO. 120 ANNUITY FUND $89M · 1,373
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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 314392702.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.