Plan5500

Bellwood, 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, Bellwood, PA has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $5,852,713 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 Bellwood

  • 2 loaded plans hold $5.9M in reported assets across 1 sponsors.
  • The largest, Martin Oil Company 401(K) Plan, holds 100% of reported Bellwood plan assets.
  • Plans cover 462 participants — about 231 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.9MSummed across loaded plans$5,852,713
Total reported assets$5.9M$5,852,713
Total reported participants462
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5.9M total assets
Net assets$5.9MLiabilities$0
Contributions & income
Employer contributions$50.2K
Participant contributions$280K
Total income / additions$1.4M
Expenses & distributions
Benefits paid / distributions$980.7K
Total expenses$982.9K
Net increase / (decrease)$368.8K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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

Bellwood market comparison

Largest plan share of assets100%Martin Oil Company 401(K) Plan
Participants per plan231Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Bellwood

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

  1. 1
    Martin Oil Company 401(K) Plan$5.9M
    Martin Oil Company · 2023
  2. 2
    Martin Oil Company Health And Welfare Plannot reported in the loaded dataset
    Martin Oil Company · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages