Bristol, 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, Bristol, PA has 30 loaded benefit plan(s) reported by 20 plan sponsor(s), with $527,483,795 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 30
- Plan sponsors
- 20
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $527,483,795
- Total reported liabilities (EOY)
- $12,668,979
- Total reported net assets (EOY)
- $514,814,816
Contributions & income
- Employer contributions
- $13,796,716
- Participant contributions
- $14,381,880
- Total income / additions
- $116,758,780
Expenses & distributions
- Benefits paid / distributions
- $45,379,428
- Total expenses
- $48,226,399
- Net increase / (decrease)
- $68,532,381
Coverage
- Total reported participants
- 8,566
- Plans with financial statements
- 21
- Plans with provider compensation
- 14
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bristol, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Premier Brands Group Holdings LLC Retirement Plan | Premier Brands Group Holdings LLC | $185,177,958 | 2023 |
| Dvl Group, Inc. Employee Stock Ownership Plan | Dvl Group, Inc. | $96,798,407 | 2023 |
| Lenox Corporation 401(K) Plan | Lenox Corporation | $52,127,280 | 2023 |
| Modern Group Ltd. Employee Savings Plan | Modern Group Ltd. | $40,816,710 | 2023 |
| Inrcore, LLC Retirement Plan | Inrcore LLC | $24,586,629 | 2023 |
| Pension Plan For Associates Of Nine West Group Inc. | Premier Brands Group Holdings LLC | $23,244,781 | 2023 |
| Dvl Group 401(K) Plan | Dvl Group, Inc. | $21,470,698 | 2023 |
| Modern Group Ltd Employee Stock Ownership Plan | Modern Group Ltd | $14,071,750 | 2023 |
| William Penn Bank Employee Stock Ownership Plan | William Penn Bank | $12,719,772 | 2023 |
| Action Manufacturing Company 401(K) Plan | Action Manufacturing Company | $10,865,025 | 2023 |
| F. C. Young Co. , Inc. 401k Plan | F.C. Young And Co., Inc. | $10,435,708 | 2023 |
| William Penn Bank 401(K) Retirement Savings Plan | William Penn Bank | $9,749,669 | 2023 |
| Lumbermen Associates, Inc. Profit Sharing Plan | Lumbermen Associates, Inc. | $8,728,612 | 2023 |
| Gentell 401(K) Profit Sharing Plan And Trust | Wound Care Concepts LLC | $6,670,646 | 2023 |
| Cns Acquisition Corp Retirement Plan | Cns Acquisition Corp | $6,553,668 | 2023 |
| Okna Windows Corporation 401(K) Plan | Okna Windows Corporation | $2,221,103 | 2023 |
| Jkls Investments Plan | Jkls Investments Inc | $492,711 | 2023 |
| The Cone Guys, Ltd. Profit Sharing Plan | The Cone Guys, Ltd. | $363,218 | 2023 |
| Pennco Institutes, Inc. 401(K) Profit Sharing Plan | Pennco Institutes, Inc. | $333,807 | 2023 |
| Uct, Inc. Employee Benefit Plan | Uct, Inc | $28,566 | 2023 |
| General Doors Corporation Employee Benefit Plan | General Doors Corporation | $27,077 | 2023 |
| Tesco Benefits Plan | Tesco-The Eastern Specialty Company | not reported in the loaded dataset | 2023 |
| Rob'S Automotive & Collision Center Health & Welfare Plan | Rob'S Automotive & Collision Center | not reported in the loaded dataset | 2023 |
| Dvl Group, Inc. Employee Benefit Plan | Dvl Group, Inc. | not reported in the loaded dataset | 2023 |
| Lenox Corporation Cafeteria Plan | Lenox Corporation | not reported in the loaded dataset | 2023 |
Largest plans in Bristol → · Bristol plans by participants → · Bristol plans with financial data → · Bristol plans with provider compensation → · $1B+ plans in Bristol →
Related Form 5500 pages
- All PA Form 5500 filings
- Premier Brands Group Holdings LLC Retirement Plan (plan 003)
- Premier Brands Group Holdings LLC — all reported plans
- Dvl Group, Inc. Employee Stock Ownership Plan (plan 002)
- Dvl Group, Inc. — all reported plans
- Lenox Corporation 401(K) Plan (plan 001)
- Lenox Corporation — all reported plans
- Modern Group Ltd. Employee Savings Plan (plan 002)
- Modern Group Ltd. — all reported plans
- Inrcore, LLC Retirement Plan (plan 002)
- Inrcore LLC — all reported plans
- Pension Plan For Associates Of Nine West Group Inc. (plan 004)
- Dvl Group 401(K) Plan (plan 001)
- Modern Group Ltd Employee Stock Ownership Plan (plan 001)
- William Penn Bank Employee Stock Ownership Plan (plan 003)
- William Penn Bank — all reported plans
- Action Manufacturing Company 401(K) Plan (plan 010)
- Action Manufacturing Company — all reported plans
- F. C. Young Co. , Inc. 401k Plan (plan 001)
- F.C. Young And Co., Inc. — all reported plans
- William Penn Bank 401(K) Retirement Savings Plan (plan 002)
- Lumbermen Associates, Inc. Profit Sharing Plan (plan 002)
- Lumbermen Associates, Inc. — all reported plans
- Gentell 401(K) Profit Sharing Plan And Trust (plan 001)
- Wound Care Concepts LLC — all reported plans
- Cns Acquisition Corp Retirement Plan (plan 001)
- Cns Acquisition Corp — all reported plans
- Methodology
- Data sources