Berwick, 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, Berwick, PA has 17 loaded benefit plan(s) reported by 9 plan sponsor(s), with $219,332,553 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
17
Plan sponsors
9
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$219,332,553
Total reported liabilities (EOY)
$2,022,356
Total reported net assets (EOY)
$217,310,197

Contributions & income

Employer contributions
$5,546,051
Participant contributions
$8,901,075
Total income / additions
$45,404,099

Expenses & distributions

Benefits paid / distributions
$24,819,704
Total expenses
$26,388,593
Net increase / (decrease)
$19,015,506

Coverage

Total reported participants
8,424
Plans with financial statements
10
Plans with provider compensation
7

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Berwick, 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 Berwick, PA
PlanSponsorReported assets (EOY)Year
Ig Design Group Americas Inc. 401(K) PlanIg Design Group Americas Inc.$138,449,6052023
Wise Foods Pension PlanWise Foods, Inc.$23,720,8982023
First Keystone Community Bank Employees Profit Sharing & Savings PlanFirst Keystone Community Bank$22,206,2302023
Heller'S Gas, Inc. 401(K) Profit Sharing PlanHeller'S Gas, Inc.$13,935,6292023
K-Fab, Inc. 401(K) Profit Sharing PlanK-Fab, Inc.$9,136,2792023
Don E. Bower, Inc. 401(K) PlanDon E. Bower, Inc.$4,958,5172023
Cheetah Chassis Employee Stock Ownership PlanCheetah Chassis Corporation$3,803,0682023
Martz Technologies, Inc. Employee Stock Ownership PlanMartz Technologies, Inc.$1,671,8892023
Techniserv Inc 401(K) Profit Sharing Plan & TrustTechniserv Inc$1,450,4382023
First Keystone Community Bank Medical PlanFirst Keystone Community Bank$02023
Dg Americas Inc. Health & Welfare PlanDg Americas Inc.not reported in the loaded dataset2023
K-Fab, Inc. Welfare Benefit PlanK-Fab, Inc.not reported in the loaded dataset2023
Hellers Gas Health & Welfare Benefits PlanHellers Gas, Incnot reported in the loaded dataset2023
Cheetah Chassis Corporation Welfare Benefit PlanCheetah Chassis Corporationnot reported in the loaded dataset2023
First Keystone Community Bank Group Life & Long Term Disability Insurance PlanFirst Keystone Community Banknot reported in the loaded dataset2023
First Keystone Community Bank Group Insurance PlanFirst Keystone Community Banknot reported in the loaded dataset2023
Dg Americas Inc. Severance Pay Plan For EmployeesDg Americas Inc.not reported in the loaded dataset2023

Related Form 5500 pages