Blue Ridge Summit, 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, Blue Ridge Summit, PA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $526,642 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
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$526.6KSummed across loaded plans$526,642
Total reported assets$526.6K$526,642
Total reported participants348
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$526.6K total assets
Net assets$526.6KLiabilities
Contributions & income
Total income / additions$13.1K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$0
Net increase / (decrease)$13.1K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Blue Ridge Summit, 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

Blue Ridge Summit market comparison

Largest plan share of assets100%Bena Services Inc. Retirement Plan
Participants per plan174Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Blue Ridge Summit

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

  1. 1
    Bena Services Inc. · 2023
  2. 2
    The Globe Pequot Publishing Group, Inc. · 2023

Related Form 5500 pages