Plan5500

Collingdale, 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, Collingdale, PA has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $311,976 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Collingdale

  • 3 loaded plans hold $312K in reported assets across 3 sponsors.
  • The largest, Caring Hearts Health Care Serv 401(K) Profit Sharing Plan & Trust, holds 66% of reported Collingdale plan assets.
  • Plans cover 327 participants — about 109 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$312KSummed across loaded plans$311,976
Total reported assets$312K$311,976
Total reported participants327
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$312K total assets
Net assets$312KLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$43.6K
Total income / additions$75K
Expenses & distributions
Benefits paid / distributions$20.5K
Total expenses$29.1K
Net increase / (decrease)$45.9K

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation0 / 3 ()

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

Collingdale market comparison

Largest plan share of assets66%Caring Hearts Health Care Serv 401(K) Profit Sharing Plan & Trust
Participants per plan109Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Collingdale

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

  1. 1
    Caring Hearts Health Care Serv 401(K) Profit Sharing Plan & Trust$204.8K
    Caring Hearts Health Care Serv · 2023
  2. 2
    Dsp Ventrues Inc 401k Profit Sharing Plan$107.2K
    Dsp Ventures Inc · 2023
  3. 3
    Caresify LLC Welfare Benefits Plannot reported in the loaded dataset
    Caresify LLC · 2023

Largest plans in Collingdale → · Collingdale plans by participants → · Collingdale plans with financial data → · Collingdale plans with provider compensation → · $1B+ plans in Collingdale →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Collingdale, PA?
3 plan(s) reported by 3 sponsor(s) are loaded for Collingdale, PA.

Related Form 5500 pages