Collegeville, 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, Collegeville, PA has 27 loaded benefit plan(s) reported by 22 plan sponsor(s), with $1,228,236,838 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 27
- Plan sponsors
- 22
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,228,236,838
- Total reported liabilities (EOY)
- $6,033,247
- Total reported net assets (EOY)
- $1,222,203,591
Contributions & income
- Employer contributions
- $143,042,117
- Participant contributions
- $7,352,280
- Total income / additions
- $289,755,822
Expenses & distributions
- Benefits paid / distributions
- $89,805,409
- Total expenses
- $96,577,013
- Net increase / (decrease)
- $193,178,809
Coverage
- Total reported participants
- 13,169
- Plans with financial statements
- 23
- Plans with provider compensation
- 9
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Collegeville, 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 |
|---|---|---|---|
| Ibew Local Union No. 126 Retirement Plan | Trustees Of Ibew Local Union No.126 Retirement Plan | $876,601,273 | 2023 |
| Ibew Local Union No. 126 Health And Welfare Plan | Trustees Of Ibew Local Union No. 126 Health And Welfare Plan | $146,336,785 | 2023 |
| Ursinus College Defined Contribution Retirement Plan | Ursinus College | $138,746,774 | 2023 |
| Ibew Local Union No.126 Occupational Safety Health And Education Trust Fund | Trustees Of Ibew Local Union No. 126 Occupational Safety Health And Ed | $36,750,112 | 2023 |
| Superior Tube Company, Inc. Union 401(K) Plan | Superior Tube Company, Inc. | $7,728,100 | 2023 |
| Emeriti Retiree Health Plan For Ursinus College | Ursinus College | $6,578,972 | 2023 |
| Administrative Concepts, Inc. 401(K) Profit Sharing Plan | Administrative Concepts, Inc. | $5,334,740 | 2023 |
| Ss Industries Holdings Inc Retirement Savings Plan | Ss Industries Holdings Inc | $3,282,431 | 2023 |
| Talone Insurance Inc Profit Sharing Plan | Talone Insurance Inc | $1,248,430 | 2023 |
| International Tubular Products 401(K) Profit Sharing Plan & Trust | International Tubular Products | $1,116,384 | 2023 |
| Robert Ryan Catering Inc. 401k Plan | Robert Ryan Catering Inc. | $1,024,152 | 2023 |
| Montgomery Family Enterprises, Inc. Retirement Plan | Montgomery Family Enterprises, Inc. | $998,652 | 2023 |
| Perkiomen View Hotel, Inc. 401(K) Profit Sharing Plan | Perkiomen View Hotel, Inc. | $850,929 | 2023 |
| Lazarus Morpheus Inc 401k Profit Sharing Plan | Lazarus Morpheus Inc | $494,916 | 2023 |
| Old Family Construction, Inc. 401k Plan | Old Family Construction, Inc. | $315,277 | 2023 |
| Dewitt Investment Research & M 401(K) Profit Sharing Plan & Trust | Dewitt Investment Research & M | $287,596 | 2023 |
| J&C Fresh Seafood, Inc. Retirement Plan | J&C Fresh Seafood, Inc. | $220,000 | 2023 |
| Cordivari Cycle Studio Inc. Retirement Plan | Cordivari Cycle Studio Inc. | $133,308 | 2023 |
| Digiovanni Ventures Inc. Retirement Plan | Digiovanni Ventures Inc. | $72,160 | 2023 |
| Red Diamond Associates Inc. Profit Sharing Plan | Red Diamond Associates Inc. | $41,320 | 2023 |
| Ss Industries Holdings, Inc Group Medical Plan | Ss Industries Holdings, Inc | $28,676 | 2023 |
| Gorski Engineering, Inc. Employee Benefit Plan | Gorski Engineering, Inc. | $26,978 | 2023 |
| Hess Consulting Group Inc. Retirement Plan | Hess Consulting Group Inc. | $18,873 | 2023 |
| Ursinus College Welfare Benefit Plan | Ursinus College | not reported in the loaded dataset | 2023 |
| Administrative Concepts, Inc. Health & Welfare Plan | Administrative Concepts, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Collegeville → · Collegeville plans by participants → · Collegeville plans with financial data → · Collegeville plans with provider compensation → · $1B+ plans in Collegeville →
Related Form 5500 pages
- All PA Form 5500 filings
- Ibew Local Union No. 126 Retirement Plan (plan 001)
- Trustees Of Ibew Local Union No.126 Retirement Plan — all reported plans
- Ibew Local Union No. 126 Health And Welfare Plan (plan 501)
- Trustees Of Ibew Local Union No. 126 Health And Welfare Plan — all reported plans
- Ursinus College Defined Contribution Retirement Plan (plan 001)
- Ursinus College — all reported plans
- Ibew Local Union No.126 Occupational Safety Health And Education Trust Fund (plan 501)
- Trustees Of Ibew Local Union No. 126 Occupational Safety Health And Ed — all reported plans
- Superior Tube Company, Inc. Union 401(K) Plan (plan 001)
- Superior Tube Company, Inc. — all reported plans
- Emeriti Retiree Health Plan For Ursinus College (plan 510)
- Administrative Concepts, Inc. 401(K) Profit Sharing Plan (plan 001)
- Administrative Concepts, Inc. — all reported plans
- Ss Industries Holdings Inc Retirement Savings Plan (plan 001)
- Ss Industries Holdings Inc — all reported plans
- Talone Insurance Inc Profit Sharing Plan (plan 001)
- Talone Insurance Inc — all reported plans
- International Tubular Products 401(K) Profit Sharing Plan & Trust (plan 001)
- International Tubular Products — all reported plans
- Robert Ryan Catering Inc. 401k Plan (plan 001)
- Robert Ryan Catering Inc. — all reported plans
- Montgomery Family Enterprises, Inc. Retirement Plan (plan 001)
- Montgomery Family Enterprises, Inc. — all reported plans
- Perkiomen View Hotel, Inc. 401(K) Profit Sharing Plan (plan 001)
- Perkiomen View Hotel, Inc. — all reported plans
- Lazarus Morpheus Inc 401k Profit Sharing Plan (plan 001)
- Lazarus Morpheus Inc — all reported plans
- Old Family Construction, Inc. 401k Plan (plan 001)
- Old Family Construction, Inc. — all reported plans
- Methodology
- Data sources