Plan5500

Glen Arm, MD Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Glen Arm, MD has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $74,535,839 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
3
Latest filing year
2023

What stands out in Glen Arm

  • 5 loaded plans hold $74.5M in reported assets across 3 sponsors.
  • The largest, Sun Automation Inc. Employee Stock Ownership Plan, holds 71% of reported Glen Arm plan assets.
  • Plans cover 601 participants — about 120 per plan.
  • 80% of loaded plans report full Schedule H/I financial statements.
  • 40% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$58.5MSummed across loaded plans$58,548,740
Total reported assets$74.5M$74,535,839
Total reported participants601
Total reported liabilities$16M$15,987,099

Reported net position

Reported assets = net assets + liabilities (summed)$74.5M total assets
Net assets$58.5MLiabilities$16M
Contributions & income
Employer contributions$1.3M
Participant contributions$870.7K
Total income / additions$15.7M
Expenses & distributions
Benefits paid / distributions$4.8M
Total expenses$5.2M
Net increase / (decrease)$10.5M

Data coverage

Plans with financial statements4 / 5 (80%)
Plans with provider compensation2 / 5 (40%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Glen Arm, MD plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Glen Arm market comparison

Largest plan share of assets71%Sun Automation Inc. Employee Stock Ownership Plan
Participants per plan120Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Glen Arm

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Sun Automation Inc. Employee Stock Ownership Plan$53.1M
    Sun Automation Inc. · 2023
  2. 2
    Sun Automation Inc. 401(K) Plan$13.9M
    Sun Automation Inc. · 2023
  3. 3
    Exterior Design, Inc. Profit Sharing Plan$7.4M
    Exterior Design, Inc. Dba The Perennial Farm · 2023
  4. 4
    Rule 62 Fitness Inc. Retirement Plan$129.8K
    Rule 62 Fitness Inc. · 2023
  5. 5
    Sun Automation Inc. Welfare Plannot reported in the loaded dataset
    Sun Automation Inc. · 2023

Largest plans in Glen Arm → · Glen Arm plans by participants → · Glen Arm plans with financial data → · Glen Arm plans with provider compensation → · $1B+ plans in Glen Arm →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Glen Arm, MD?
5 plan(s) reported by 3 sponsor(s) are loaded for Glen Arm, MD.

Related Form 5500 pages