Clearfield, 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, Clearfield, PA has 7 loaded benefit plan(s) reported by 5 plan sponsor(s), with $101,183,861 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 7
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $101,183,861
- Total reported liabilities (EOY)
- $3,400,402
- Total reported net assets (EOY)
- $97,783,459
Contributions & income
- Employer contributions
- $6,004,164
- Participant contributions
- $4,753,353
- Total income / additions
- $26,446,145
Expenses & distributions
- Benefits paid / distributions
- $10,001,575
- Total expenses
- $10,265,658
- Net increase / (decrease)
- $16,180,487
Coverage
- Total reported participants
- 2,398
- Plans with financial statements
- 5
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Clearfield, 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 |
|---|---|---|---|
| Cnb Bank Employees' Savings & Profit Sharing Plan And Trust | Cnb Bank | $80,759,852 | 2023 |
| Kurtz Bros. Employee Stock Ownership Plan | Kurtz Bros., Inc. | $10,506,562 | 2023 |
| David A. Bell, D.M.D., P.C. Profit Sharing Plan | David A. Bell, D.M.D., P.C. | $3,913,598 | 2023 |
| Appalachian Wood Products, Inc. 401k Profit Sharing Plan | Appalachian Wood Products, Inc. | $3,541,067 | 2023 |
| Fullington Related Companies 401(K) Plan | The Fullington Auto Bus Company | $2,462,782 | 2023 |
| Cnb Bank Employee Health Protection Plan | Cnb Bank | not reported in the loaded dataset | 2023 |
| Appalachian Wood Products Inc Premium Only Plan | Appalachian Wood Products, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Clearfield → · Clearfield plans by participants → · Clearfield plans with financial data → · Clearfield plans with provider compensation → · $1B+ plans in Clearfield →
Related Form 5500 pages
- All PA Form 5500 filings
- Cnb Bank Employees' Savings & Profit Sharing Plan And Trust (plan 003)
- Cnb Bank — all reported plans
- Kurtz Bros. Employee Stock Ownership Plan (plan 004)
- Kurtz Bros., Inc. — all reported plans
- David A. Bell, D.M.D., P.C. Profit Sharing Plan (plan 001)
- David A. Bell, D.M.D., P.C. — all reported plans
- Appalachian Wood Products, Inc. 401k Profit Sharing Plan (plan 001)
- Appalachian Wood Products, Inc. — all reported plans
- Fullington Related Companies 401(K) Plan (plan 001)
- The Fullington Auto Bus Company — all reported plans
- Cnb Bank Employee Health Protection Plan (plan 501)
- Appalachian Wood Products Inc Premium Only Plan (plan 501)
- Methodology
- Data sources