Bala Cynwyd, 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, Bala Cynwyd, PA has 67 loaded benefit plan(s) reported by 38 plan sponsor(s), with $4,127,809,581 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 67
- Plan sponsors
- 38
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $4,127,809,581
- Total reported liabilities (EOY)
- $6,439,838
- Total reported net assets (EOY)
- $4,120,367,102
Contributions & income
- Employer contributions
- $58,523,440
- Participant contributions
- $79,906,251
- Total income / additions
- $330,917,371
Expenses & distributions
- Benefits paid / distributions
- $215,268,757
- Total expenses
- $221,717,362
- Net increase / (decrease)
- $109,200,009
Coverage
- Total reported participants
- 113,139
- Plans with financial statements
- 36
- Plans with provider compensation
- 17
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bala Cynwyd, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| University Of Pennsylvania Health Sysytem Pension Plan | Trustees Of The University Of Pennsylvania | $2,770,869,982 | 2023 |
| Susquehanna International Group, Llp 401(K) Profit Sharing Plan | Susquehanna International Group, Llp | $747,650,823 | 2023 |
| The Pep Boys 401(K) Plan | The Pep Boys - Manny, Moe & Jack LLC | $195,758,782 | 2023 |
| Global Indemnity 401(K) Plan | Gbli Holdings, LLC | $72,791,941 | 2023 |
| Raf Industries, Inc. Savings Plan | Raf Industries, Inc. | $65,606,447 | 2023 |
| Connectamerica.Com 401(K) Savings Plan | Connectamerica.Com, LLC | $57,177,115 | 2023 |
| Liberty Healthcare Corporation Savings Plan | Liberty Healthcare Corporation | $28,564,492 | 2023 |
| F.C. Haab Co Inc. Consolidated Profit Sharing And Retirement Plan | F.C. Haab Co., Inc. | $23,924,848 | 2023 |
| Novak Francella LLC 401(K) Profit Sharing Plan | Novak Francella LLC | $20,746,598 | 2023 |
| Key Lakes Non-Contributory Pension Plan | Key Lakes, Inc. | $17,769,065 | 2023 |
| Harmelin & Associates, Inc. Employee Stock Ownership Plan | Harmelin And Associates, Inc. | $16,772,518 | 2023 |
| Isdaner & Company, LLC 401(K) Tax Sheltered Savings Plan | Isdaner & Company, LLC | $13,641,694 | 2023 |
| Mcneill Baur Pllc 401(K) Plan | Mcneill Baur Pllc | $12,174,762 | 2023 |
| Allied Mortgage Group, Inc. Profit Sharing Plan | Allied Mortgage Group, Inc. | $12,027,767 | 2023 |
| Apw Opco LLC Retirement Plan | Apw Opco LLC | $10,648,158 | 2023 |
| Simpson Senior Services, Inc. 403(B)(7) Retirement Plan | Simpson Senior Services, Inc. | $9,469,238 | 2023 |
| Jewish Family And Children'S Service Tax Deferred Pension Plan | Jewish Family And Childrens Service Of Philadelphia, Inc. | $8,981,868 | 2023 |
| Key Lakes Savings Plan For Represented Employees | Key Lakes, Inc. | $7,930,388 | 2023 |
| The Pep Boys Savings Plan - Puerto Rico | Pep Boys - Manny, Moe And Jack Of Puerto Rico, Inc. | $6,645,788 | 2023 |
| Florida Institute For Long Term Care LLC 401(K) Plan | Florida Institute For Long Term Care LLC | $5,526,027 | 2023 |
| Quality Progressions 403(B) Plan | Quality Progressions | $5,446,612 | 2023 |
| Key Lakes Savings Plan For Salaried Employees | Key Lakes, Inc. | $4,967,908 | 2023 |
| Veralon Partners Inc. Employee Stock Ownership Plan | Veralon Partners Inc. | $2,763,860 | 2023 |
| Senior Health Properties - South Inc 401(K) Plan | Senior Health Properties - South Inc | $2,253,156 | 2023 |
| Hearthstone Senior Communities Inc 401(K) Plan | Hearthstone Senior Communities Inc | $2,212,758 | 2023 |
Largest plans in Bala Cynwyd → · Bala Cynwyd plans by participants → · Bala Cynwyd plans with financial data → · Bala Cynwyd plans with provider compensation → · $1B+ plans in Bala Cynwyd →
Related Form 5500 pages
- All PA Form 5500 filings
- University Of Pennsylvania Health Sysytem Pension Plan (plan 006)
- Trustees Of The University Of Pennsylvania — all reported plans
- Susquehanna International Group, Llp 401(K) Profit Sharing Plan (plan 001)
- Susquehanna International Group, Llp — all reported plans
- The Pep Boys 401(K) Plan (plan 003)
- The Pep Boys - Manny, Moe & Jack LLC — all reported plans
- Global Indemnity 401(K) Plan (plan 001)
- Gbli Holdings, LLC — all reported plans
- Raf Industries, Inc. Savings Plan (plan 001)
- Raf Industries, Inc. — all reported plans
- Connectamerica.Com 401(K) Savings Plan (plan 001)
- Connectamerica.Com, LLC — all reported plans
- Liberty Healthcare Corporation Savings Plan (plan 001)
- Liberty Healthcare Corporation — all reported plans
- F.C. Haab Co Inc. Consolidated Profit Sharing And Retirement Plan (plan 001)
- F.C. Haab Co., Inc. — all reported plans
- Novak Francella LLC 401(K) Profit Sharing Plan (plan 001)
- Novak Francella LLC — all reported plans
- Key Lakes Non-Contributory Pension Plan (plan 003)
- Key Lakes, Inc. — all reported plans
- Harmelin & Associates, Inc. Employee Stock Ownership Plan (plan 004)
- Harmelin And Associates, Inc. — all reported plans
- Isdaner & Company, LLC 401(K) Tax Sheltered Savings Plan (plan 001)
- Isdaner & Company, LLC — all reported plans
- Mcneill Baur Pllc 401(K) Plan (plan 001)
- Mcneill Baur Pllc — all reported plans
- Allied Mortgage Group, Inc. Profit Sharing Plan (plan 001)
- Allied Mortgage Group, Inc. — all reported plans
- Apw Opco LLC Retirement Plan (plan 001)
- Apw Opco LLC — all reported plans
- Methodology
- Data sources