Bethlehem, 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, Bethlehem, PA has 144 loaded benefit plan(s) reported by 101 plan sponsor(s), with $4,001,401,228 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
144
Plan sponsors
101
Latest filing year
2023

What stands out in Bethlehem

  • 144 loaded plans hold $4B in reported assets across 101 sponsors.
  • The largest, B. Braun Medical Inc. Savings Plan, holds 22% of reported Bethlehem plan assets.
  • Plans cover 77,593 participants — about 539 per plan.
  • 76% of loaded plans report full Schedule H/I financial statements.
  • 56% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4BSummed across loaded plans$3,982,177,105
Total reported assets$4B$4,001,401,228
Total reported participants77.6K77,593
Total reported liabilities$19.3M$19,274,978

Reported net position

Reported assets = net assets + liabilities (summed)$4B total assets
Net assets$4BLiabilities$19.3M
Contributions & income
Employer contributions$140.8M
Participant contributions$143.2M
Total income / additions$833.5M
Expenses & distributions
Benefits paid / distributions$375.3M
Total expenses$394.1M
Net increase / (decrease)$439.4M

Data coverage

Plans with financial statements109 / 144 (76%)
Plans with provider compensation80 / 144 (56%)

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

Bethlehem market comparison

Largest plan share of assets22%B. Braun Medical Inc. Savings Plan
Participants per plan539Average across loaded plans
Plan sponsors101
Ranked by reported assets

Largest loaded plans in Bethlehem

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

  1. 1
    B. Braun Medical Inc. · 2023
  2. 2
    Lehigh University · 2023
  3. 3
    Flsmidth Inc. · 2023
  4. 4
    Buzzi Unicem Usa Inc. · 2023
  5. 5
    Buzzi Unicem Usa Inc. · 2023
  6. 6
    Moravian University · 2023
  7. 7
  8. 8
    B. Braun Medical, Inc. · 2023
  9. 9
    Buzzi Unicem Usa Inc. · 2023
  10. 10
    Progressive Physician Associates, Inc. · 2023
  11. 11
    Anesthesia Specialists Of Bethlehem, P.C. · 2023
  12. 12
    Hydac Technology Corporation · 2023
  13. 13
  14. 14
    Orasure Technologies Inc. · 2023
  15. 15
    Just Born, Inc. · 2023
  16. 16
  17. 17
    Moravian Academy · 2023
  18. 18
    Kidney Care Specialists, LLC · 2023
  19. 19
    Novatech, L.L.C. · 2023
  20. 20
  21. 21
    Iqe, Inc. · 2023
  22. 22
    Service Tire Truck Center, Inc. · 2023
  23. 23
  24. 24
    Service Electric Cable Tv, Inc · 2023
  25. 25
    Rotating Machinery Services, Inc. · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Bethlehem, PA?
144 plan(s) reported by 101 sponsor(s) are loaded for Bethlehem, PA.

Related Form 5500 pages