How big is METZ Bailey & McLoughlin's plan?

METZ Bailey & McLoughlin's plan reported $1.3M in assets and 10 participants for 2024.

Original filing (PDF)20250719113733NAL0001466899001

METZ Bailey & McLoughlin

Name: METZ Bailey & McLoughlin — METZ Bailey & McLoughlin, Form 5500 (2024)
Creator: METZ Bailey & McLoughlin
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

METZ Bailey & McLoughlin Defined Contrib. Pension Plan

Defined-contribution retirement plan · METZ Bailey & McLoughlin's METZ Bailey & McLoughlin Defined Contrib. Pension Plan held $1.3M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

William McLoughlin signed METZ Bailey & McLoughlin's 2024 Form 5500 as plan administrator.

William McLoughlin — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

METZ Bailey & McLoughlin's EIN is 31-4418864.

EIN 31-4418864

Plan number 001

Plan year 2024

ACK ID 20250719113733NAL0001466899001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for METZ Bailey & McLoughlin from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

METZ Bailey & McLoughlin's plan includes ERISA 404(c) participant direction, a default investment (QDIA), money-purchase contributions, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for METZ BAILEY & MCLOUGHLIN.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

METZ BAILEY & MCLOUGHLIN

EIN

all filings

Address

33 EAST SCHROCK ROAD · WESTERVILLE, OH · 430812991

Phone

(614) 882-2327

Industry

Law Offices· Professional & Technical Services

Plan administrator