Brookville, 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, Brookville, PA has 12 loaded benefit plan(s) reported by 8 plan sponsor(s), with $80,200,799 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 12
- Plan sponsors
- 8
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $80,200,799
- Total reported liabilities (EOY)
- $3,519
- Total reported net assets (EOY)
- $77,238,248
Contributions & income
- Employer contributions
- $1,641,893
- Participant contributions
- $3,002,033
- Total income / additions
- $20,069,487
Expenses & distributions
- Benefits paid / distributions
- $3,251,707
- Total expenses
- $3,517,472
- Net increase / (decrease)
- $16,552,015
Coverage
- Total reported participants
- 2,557
- Plans with financial statements
- 7
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Brookville, 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 |
|---|---|---|---|
| Miller Welding & Machine Company 401(K) Profit Sharing Plan | Miller Welding & Machine Company | $26,135,757 | 2023 |
| Brookville Equipment Corporation 401(K) Plan | Brookville Equipment Corporation | $15,621,137 | 2023 |
| Laurel Eye Clinic Group Retirement Plan And Trust Agreement | Laurel Eye Clinic Group | $15,133,453 | 2023 |
| Matson Lumber Company 401(K) Profit Sharing Plan | Matson Lumber Company | $9,341,791 | 2023 |
| 403(B) Thrift Plan Of Jefferson-Clarion Head Start, Inc. | Jefferson-Clarion Head Start, | $5,508,635 | 2023 |
| Oci LLC Delaware 401k | Oci LLC Delaware 401k Plan | $5,500,994 | 2023 |
| Wrc Senior Services 403b Plan | Wrc Senior Services | $2,959,032 | 2023 |
| Miller Welding & Machine Company Health And Welfare Plan | Miller Welding And Machine Company, Inc. | not reported in the loaded dataset | 2023 |
| Laurel Eye Clinic, Llp Employee Benefits Plan | Laurel Eye Clinic, Llp | not reported in the loaded dataset | 2023 |
| Powell Contracting LLC Employee Benefit Plan | Powell Contracting | not reported in the loaded dataset | 2023 |
| Matson Lumber Company Group Health & Life Insurance Plan | Matson Lumber Company | not reported in the loaded dataset | 2023 |
| Brookville Equipment Corp Emplolyee Benefit Plan | Brookville Equipment Corp | not reported in the loaded dataset | 2023 |
Largest plans in Brookville → · Brookville plans by participants → · Brookville plans with financial data → · Brookville plans with provider compensation → · $1B+ plans in Brookville →
Related Form 5500 pages
- All PA Form 5500 filings
- Miller Welding & Machine Company 401(K) Profit Sharing Plan (plan 001)
- Miller Welding & Machine Company — all reported plans
- Brookville Equipment Corporation 401(K) Plan (plan 001)
- Brookville Equipment Corporation — all reported plans
- Laurel Eye Clinic Group Retirement Plan And Trust Agreement (plan 002)
- Laurel Eye Clinic Group — all reported plans
- Matson Lumber Company 401(K) Profit Sharing Plan (plan 001)
- Matson Lumber Company — all reported plans
- 403(B) Thrift Plan Of Jefferson-Clarion Head Start, Inc. (plan 001)
- Jefferson-Clarion Head Start, — all reported plans
- Oci LLC Delaware 401k (plan 001)
- Oci LLC Delaware 401k Plan — all reported plans
- Wrc Senior Services 403b Plan (plan 001)
- Wrc Senior Services — all reported plans
- Miller Welding & Machine Company Health And Welfare Plan (plan 501)
- Laurel Eye Clinic, Llp Employee Benefits Plan (plan 502)
- Powell Contracting LLC Employee Benefit Plan (plan 501)
- Powell Contracting — all reported plans
- Matson Lumber Company Group Health & Life Insurance Plan (plan 501)
- Brookville Equipment Corp Emplolyee Benefit Plan (plan 501)
- Methodology
- Data sources