Plan5500

Bethel Park, 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, Bethel Park, PA has 6 loaded benefit plan(s) reported by 6 plan sponsor(s), with $4,471,903 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
6
Latest filing year
2023

What stands out in Bethel Park

  • 6 loaded plans hold $4.5M in reported assets across 6 sponsors.
  • The largest, The Beverly Heating And Cooling, Inc. 401(K) Profit Sharing Plan, holds 65% of reported Bethel Park plan assets.
  • Plans cover 274 participants — about 46 per plan.
  • 83% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.5MSummed across loaded plans$4,471,903
Total reported assets$4.5M$4,471,903
Total reported participants274
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.5M total assets
Net assets$4.5MLiabilities$0
Contributions & income
Employer contributions$39.4K
Participant contributions$207K
Total income / additions$960.9K
Expenses & distributions
Benefits paid / distributions$57.9K
Total expenses$60K
Net increase / (decrease)$900.9K

Data coverage

Plans with financial statements5 / 6 (83%)
Plans with provider compensation0 / 6 ()

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

Bethel Park market comparison

Largest plan share of assets65%The Beverly Heating And Cooling, Inc. 401(K) Profit Sharing Plan
Participants per plan46Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Bethel Park

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

  1. 1
    The Beverly Heating And Cooling, Inc. 401(K) Profit Sharing Plan$2.9M
    Beverly Heating And Cooling, Inc. · 2023
  2. 2
    Banyan Bay Retirement Plan$772.2K
    Banyan Bay, Inc. · 2023
  3. 3
    Advanced Vision Care LLC 401(K) Profit Sharing Plan & Trust$661.7K
    Advanced Vision Care LLC · 2023
  4. 4
    Jeis Auto, Inc. 401(K) Plan$94.1K
    Jeis Auto, Inc. · 2023
  5. 5
    Liokareas Construction, Health And Welfare Program$28.4K
    Liokareas Construction · 2023
  6. 6
    Brentwood Bank Employee Benefits Plannot reported in the loaded dataset
    Brentwood Bank · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Bethel Park, PA?
6 plan(s) reported by 6 sponsor(s) are loaded for Bethel Park, PA.

Related Form 5500 pages