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  2. THE SOUTHWESTERN OHIO WATER COMPANY
Sponsor portfolioTH

THE SOUTHWESTERN OHIO WATER COMPANY

EIN 31-0530404-utilities-Latest filing 2025
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
19
1300 LINDY AVE. - CINCINNATI, OH 45215513-403-9340LinkedIn1-10 employeesutilities
Plans on this EIN
2 filings
#001TraditionalDB-$3.5M - 8 part#002401k-$729K - 11 part

Retirement portfolio analytics

2 plans aggregated / $4.3M assets / 19 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • COMPANY RETIREMENT PLAN (#001)83%
  • & PS PLAN (#002)17%
Total $4.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & PS PLAN (#002)11
  • COMPANY RETIREMENT PLAN (#001)8
Total 19Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE SOUTHWESTERN OHIO WATER COMPANY RETIREMENT PLAN

TraditionalDB

Assets$3.5M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SOUTHWESTERN OHIO WATER 401(K) & PS PLAN

401k

Assets$729K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE SOUTHWESTERN OHIO WATER COMPANY RETIREMENT PLANTraditionalDB$3.5M82025
002SOUTHWESTERN OHIO WATER 401(K) & PS PLAN401k$729K112025
Retirement plans
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