Plan5500

Albion, PA 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, Albion, PA has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $9,171,047 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

What stands out in Albion

  • 2 loaded plans hold $9.2M in reported assets across 1 sponsors.
  • The largest, Rogers Brothers Pension Plan For Non-Bargaining Employees, holds 66% of reported Albion plan assets.
  • Plans cover 92 participants — about 46 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$9.2MSummed across loaded plans$9,171,047
Total reported assets$9.2M$9,171,047
Total reported participants92
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$9.2M total assets
Net assets$9.2MLiabilities—
Contributions & income
Employer contributions$102.7K
Participant contributionsNot reported
Total income / additions$1.2M
Expenses & distributions
Benefits paid / distributions$168.6K
Total expenses$219.3K
Net increase / (decrease)$1M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Albion, PA 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

Albion market comparison

Largest plan share of assets66%Rogers Brothers Pension Plan For Non-Bargaining Employees
Participants per plan46Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Albion

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

  1. 1
    Rogers Brothers Pension Plan For Non-Bargaining Employees$6.1M
    Rogers Brothers Corporation · 2023
  2. 2
    Rogers Brothers Pension Plan For Bargaining Employees$3.1M
    Rogers Brothers Corporation · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Albion, PA?
2 plan(s) reported by 1 sponsor(s) are loaded for Albion, PA.

Related Form 5500 pages