Altoona, 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, Altoona, PA has 42 loaded benefit plan(s) reported by 27 plan sponsor(s), with $1,704,422,208 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
42
Plan sponsors
27
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$1,704,422,208
Total reported liabilities (EOY)
$450,111
Total reported net assets (EOY)
$1,700,170,782

Contributions & income

Employer contributions
$58,625,115
Participant contributions
$69,430,793
Total income / additions
$497,538,598

Expenses & distributions

Benefits paid / distributions
$136,923,636
Total expenses
$140,447,392
Net increase / (decrease)
$357,091,206

Coverage

Total reported participants
74,351
Plans with financial statements
27
Plans with provider compensation
17

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Altoona, 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.

Largest loaded plans by reported assets

Largest loaded plans in Altoona, PA
PlanSponsorReported assets (EOY)Year
Sheetz, Inc. Employee Stock Ownership PlanSheetz, Inc.$686,202,6162023
Sheetz, Inc. 401(K) Retirement PlanSheetz, Inc$669,529,8492023
Ward Transport & Logistics Corp. 401(K) Profit Sharing PlanWard Transport & Logistics Corp.$78,800,3102023
Pyramid Healthcare, Inc. 401(K) Retirement PlanPyramid Healthcare, Inc.$58,048,4002023
The Eads Group 401(K) Profit Sharing PlanThe Eads Group, Inc.$32,715,7012023
Leonard S. Fiore, Inc. Savings And Prevailing Wage PlanLeonard S. Fiore, Inc.$22,996,4642023
Your Building Centers, Inc. Capital Accumulation 401k PlanYour Building Centers, Inc.$21,772,1192023
Degol Organization Lp 401k Profit Sharing PlanThe Degol Organization Lp$20,238,6382023
Curry Supply Company, Inc. 401(K) Profit Sharing PlanCurry Supply Company, Inc.$20,086,6662023
Your Building Centers, Inc. Employee Stock Ownership PlanYour Building Centers, Inc.$19,347,8372023
Altoona Regional Health System 403(B) PlanUpmc Altoona$14,898,0862023
Reliance Savings Bank Profit Sharing And 401(K) PlanReliance Savings Bank$14,158,7032023
The Blair Companies Retirement Income PlanBlair Image Elements$10,530,6992023
Blair Senior Services, Inc Money Purchase PlanBlair Senior Services, Inc$6,631,4812023
Forever 401(K) PlanForever Media, Inc.$6,570,2182023
Altoona Ob/Gyn Associates 401(K) Profit Sharing PlanAltoona Ob/Gyn Associates, Inc.$3,801,3152023
Feeziatry Inc Money Purchase PlanFeeziatry Inc$3,670,8742023
Jpn Management, Inc. 401(K) Profit Sharing PlanJpn Management, Inc.$3,456,1292023
Lexington Hospitalists, Inc. 401(K) Profit Sharing PlanLexington Hospitalists, Inc$3,105,5602023
Burgmeier Hauling 401(K) Retirement PlanBurgmeier Hauling, Inc.$2,493,8702023
Mountain Research, Inc. Employee Stock Ownership PlanMountain Research, Inc.$2,229,5602023
Lexington Surgical Associates, Inc. Profit Sharing PlanLexington Surgical Associates, Inc.$2,062,8892023
Forever Media, Inc. Group Medical PlanForever Media, Inc.$770,8272023
Family Services, Inc. Employee Benefit PlanFamily Services Incorporated$193,4102023
Blair Gastroenterology Associates, Inc. Employee Benefit PlanBlair Gastroenterology Associates$70,7012023

Related Form 5500 pages