Chester, 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, Chester, PA has 17 loaded benefit plan(s) reported by 10 plan sponsor(s), with $764,596,064 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
17
Plan sponsors
10
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$764,596,064
Total reported liabilities (EOY)
$1,626,558
Total reported net assets (EOY)
$762,969,506

Contributions & income

Employer contributions
$20,009,702
Participant contributions
$18,883,898
Total income / additions
$128,882,579

Expenses & distributions

Benefits paid / distributions
$56,065,345
Total expenses
$61,065,829
Net increase / (decrease)
$67,816,750

Coverage

Total reported participants
16,986
Plans with financial statements
11
Plans with provider compensation
6

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

Largest loaded plans in Chester, PA
PlanSponsorReported assets (EOY)Year
Widener University Defined Contribution Retirement PlanWidener University$407,316,6842023
Crozer-Keystone Health System Employees Retirement PlanProspect Crozer, LLC$173,852,4972023
Phrg Management, LLC 401(K) Savings PlanPhrg Management, LLC$120,462,6812023
Fisher Tank Company Employee Stock Ownership PlanFisher Tank Company$35,033,1922023
The Chester Community Charter School 401(K) PlanChester Community Charter School$9,928,2002023
Keystone Sports And Entertainment LLC Employees Savings TrustKeystone Sports And Entertainment LLC$7,063,4522023
Widener University Inc. Veba Health Savings PlanWidener University Inc.$4,256,3942023
Dee Paper Company, Inc. Employee Stock Ownership PlanDee Packaging Solutions, Inc.$3,795,9142023
Csmi, LLC 401(K) PlanCsmi, LLC$2,821,2382023
Fisher Tank Company Health & Welfare PlanFisher Tank Company$65,8122023
Nemex Trucking, Inc Retirement PlanNemex Trucking, Inc$02023
Power Home Remodeling Group Welfare PlanPower Home Remodeling Group, LLC.not reported in the loaded dataset2023
Widener University Faculty/Administration Flexible Spending PlanWidener Universitynot reported in the loaded dataset2023
Keystone Sports And Entertainment, LLC Welfare Benefit PlanKeystone Sports And Entertainment, LLCnot reported in the loaded dataset2023
Widener University Group Medical PlanWidener Universitynot reported in the loaded dataset2023
Widener University Group Life And Long Term Disability PlanWidener Universitynot reported in the loaded dataset2023
Chester Community Charter School Employee Benefits PlanThe Archway Charter School Of Chester, Inc.not reported in the loaded dataset2023

Related Form 5500 pages