PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MJO INDUSTRIES
Sponsor portfolioTH

MJO INDUSTRIES

EIN 25-1841702-electrical/electronic manufacturing-Latest filing 2025
Plans
6
Retirement
2
$31.5M assets
Welfare
4
$185K premiums
Participants
781
8000 TECHNOLOGY BOULEVARD - HUBER HEIGHTS, OH 45424937-235-7100hughespeters.comLinkedIn51-200 employeeselectrical/electronic manufacturing
Plans on this EIN
6 filings
#002ESOP-$20.1M - 135 part#001401k-$11.4M - 140 part#505Fully Insured-$101K - 129 lives#503Fully Insured-$71K - 190 lives#504Fully Insured-$13K - 172 lives#502Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $31.5M assets / 275 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • EMPLOYEE STOCK OWNERSHIP (#002)64%
  • MJO INDUSTRIES 401(K) (#001)36%
Total $31.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
64%top
  • (Not disclosed)64%
  • TRANSAMERICA RETIREMENT SOLUTIONS36%
Total $31.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MJO INDUSTRIES 401(K) (#001)140
  • EMPLOYEE STOCK OWNERSHIP (#002)135
Total 275Click row to drill in

Benefits portfolio analytics

4 plans / $185K premiums / 491 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$101K
  • Short-term disability$101K
  • Long-term disability$101K
  • Other$101K
  • Dental$71K
  • Vision$13K
Total $185K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY55%
  • DELTA DENTAL OF CALIFORNIA38%
  • EYEMED VISION CARE7%
Total $185K3 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • USI INSURANCE SERVICES LLC79%
  • MARSH & MCLENNAN AGENCY LLC21%
Total $30K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MJO INDUSTRIES EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$20.1M
Participants135
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MJO INDUSTRIES 401(K) PLAN

401k

Assets$11.4M
Participants140
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

MJO INDUSTRIES

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$101K
Covered lives129
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

MJO INDUSTRIES

Fully Insured - DELTA DENTAL OF OHIO

Premiums$71K
Covered lives190
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

MJO INDUSTRIES

Fully Insured - EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.

Premiums$13K
Covered lives172
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

MJO INDUSTRIES

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MJO INDUSTRIES EMPLOYEE STOCK OWNERSHIP PLANESOP$20.1M1352024
001MJO INDUSTRIES 401(K) PLAN401k$11.4M1402024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
505MJO INDUSTRIESFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$101K1292025
503MJO INDUSTRIESFully InsuredDELTA DENTAL OF OHIO$71K1902025
504MJO INDUSTRIESFully InsuredEYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.$13K1722025
502MJO INDUSTRIESSelf Funded-$002025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica