Clarks 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, Clarks Summit, PA has 13 loaded benefit plan(s) reported by 9 plan sponsor(s), with $211,612,003 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
13
Plan sponsors
9
Latest filing year
2023

What stands out in Clarks Summit

  • 13 loaded plans hold $211.6M in reported assets across 9 sponsors.
  • The largest, Allied Services Foundation, Inc. 401(K) Retirement Savings Plan, holds 45% of reported Clarks Summit plan assets.
  • Plans cover 7,678 participants — about 591 per plan.
  • 54% of loaded plans report full Schedule H/I financial statements.
  • 38% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$211.6MSummed across loaded plans$211,611,708
Total reported assets$211.6M$211,612,003
Total reported participants7.7K7,678
Total reported liabilities$295

Reported net position

Reported assets = net assets + liabilities (summed)$211.6M total assets
Net assets$211.6MLiabilities$295
Contributions & income
Employer contributions$5.7M
Participant contributions$9.2M
Total income / additions$45.2M
Expenses & distributions
Benefits paid / distributions$20.7M
Total expenses$21.1M
Net increase / (decrease)$24.1M

Data coverage

Plans with financial statements7 / 13 (54%)
Plans with provider compensation5 / 13 (38%)

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

Clarks Summit market comparison

Largest plan share of assets45%Allied Services Foundation, Inc. 401(K) Retirement Savings Plan
Participants per plan591Average across loaded plans
Plan sponsors9
Ranked by reported assets

Largest loaded plans in Clarks Summit

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

  1. 1
    Allied Services Foundation, Inc. · 2023
  2. 2
    Alleima Usa LLC · 2023
  3. 3
    Highland Associates, Ltd Architecture Engineering · 2023
  4. 4
    Albert And Carol Mueller Ltd Partnership · 2023
  5. 5
    Cellerari Pharmacy Inc. · 2023
  6. 6
  7. 7
    Garcia Legacy Group, Inc. · 2023
  8. 8
    Alleima Usa LLC Health & Welfare Benefits Plannot reported in the loaded dataset
    Alleima Usa LLC · 2023
  9. 9
    Kost Tire Distributors, Inc. Premium Only Plannot reported in the loaded dataset
    Kost Tire Distributors, Inc. · 2023
  10. 10
    Highland Associates, Ltd Welfare Benefit Plannot reported in the loaded dataset
    Highland Associates, Ltd Architecture Engineering · 2023
  11. 11
    Allied Services Health And Welfare Plannot reported in the loaded dataset
    Allied Services · 2023
  12. 12
    Citizens Savings Bank Group Insurance Plannot reported in the loaded dataset
    Citizens Savings Bank · 2023
  13. 13
    Iab Solutions, Inc. Benefit Plannot reported in the loaded dataset
    Iab Solutions LLC · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Clarks Summit, PA?
13 plan(s) reported by 9 sponsor(s) are loaded for Clarks Summit, PA.

Related Form 5500 pages