Plan5500

Bally, 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, Bally, PA has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $33,306,216 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023

What stands out in Bally

  • 3 loaded plans hold $33.3M in reported assets across 2 sponsors.
  • The largest, The Bally Ribbon Mills Profit Sharing 401(K) Plan, holds 100% of reported Bally plan assets.
  • Plans cover 729 participants — about 243 per plan.
  • 33% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$33.3MSummed across loaded plans$33,306,216
Total reported assets$33.3M$33,306,216
Total reported participants729
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$33.3M total assets
Net assets$33.3MLiabilities$0
Contributions & income
Employer contributions$209.3K
Participant contributions$1.4M
Total income / additions$5.3M
Expenses & distributions
Benefits paid / distributions$2M
Total expenses$2.1M
Net increase / (decrease)$3.2M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

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

Bally market comparison

Largest plan share of assets100%The Bally Ribbon Mills Profit Sharing 401(K) Plan
Participants per plan243Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Bally

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

  1. 1
    The Bally Ribbon Mills Profit Sharing 401(K) Plan$33.3M
    Bally Ribbon Mills · 2023
  2. 2
    Group Medical Policy Of Bally Ribbon Millsnot reported in the loaded dataset
    Bally Ribbon Mills Inc · 2023
  3. 3
    Group Policy Of Bally Ribbon Mills - Life, Ad&D, A&Snot reported in the loaded dataset
    Bally Ribbon Mills Inc · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages