Columbia, 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, Columbia, PA has 13 loaded benefit plan(s) reported by 7 plan sponsor(s), with $33,598,364 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
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $33,598,364
- Total reported liabilities (EOY)
- $171,096
- Total reported net assets (EOY)
- $33,427,268
Contributions & income
- Employer contributions
- $1,631,143
- Participant contributions
- $1,137,214
- Total income / additions
- $7,368,160
Expenses & distributions
- Benefits paid / distributions
- $2,810,528
- Total expenses
- $3,191,106
- Net increase / (decrease)
- $4,177,054
Coverage
- Total reported participants
- 1,617
- Plans with financial statements
- 8
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Columbia, 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 |
|---|---|---|---|
| Kleen-Rite Corporation 401(K) Plan | Kleen-Rite Corporation | $11,621,684 | 2023 |
| St. Anne'S Retirement Community, Inc. 401(K) Plan | St Anne'S Retirement Community, Inc | $9,739,392 | 2023 |
| Colonial Metals Company Retirement Income Plan | Columbia Reduction Company | $5,750,283 | 2023 |
| Kleen-Rite Corporation Cash Balance Plan | Kleen-Rite Corporation | $5,341,729 | 2023 |
| National Association Of Watch And Clock Collectors, Inc. Dc Plan | National Association Of Watch And Clock Collectors, Inc | $721,641 | 2023 |
| Hartman Family Enterprises, Inc. Retirement Plan | Hartman Family Enterprises, Inc. | $380,733 | 2023 |
| J & J Service Solutions LLC Employee Benefit Plan | J & J Service Solutions LLC | $32,639 | 2023 |
| Good Transport Services, Inc. Employee Benefit Plan | Good Transport Services, Inc. | $10,263 | 2023 |
| Ad&D | Kleen-Rite Corporation | not reported in the loaded dataset | 2023 |
| Kleen-Rite Medical | Kleen-Rite Corporation | not reported in the loaded dataset | 2023 |
| Kleen-Rite Life Plan | Kleen-Rite Corporation | not reported in the loaded dataset | 2023 |
| Kleen-Rite Dental Vision Ancillary | Kleen-Rite Corporation | not reported in the loaded dataset | 2023 |
| Saint Annes Retirement Community, Incorporated Health And Welfare Plan | St Anne'S Retirement Community, Inc | not reported in the loaded dataset | 2023 |
Largest plans in Columbia → · Columbia plans by participants → · Columbia plans with financial data → · Columbia plans with provider compensation → · $1B+ plans in Columbia →
Related Form 5500 pages
- All PA Form 5500 filings
- Kleen-Rite Corporation 401(K) Plan (plan 001)
- Kleen-Rite Corporation — all reported plans
- St. Anne'S Retirement Community, Inc. 401(K) Plan (plan 001)
- St Anne'S Retirement Community, Inc — all reported plans
- Colonial Metals Company Retirement Income Plan (plan 001)
- Columbia Reduction Company — all reported plans
- Kleen-Rite Corporation Cash Balance Plan (plan 003)
- National Association Of Watch And Clock Collectors, Inc. Dc Plan (plan 001)
- National Association Of Watch And Clock Collectors, Inc — all reported plans
- Hartman Family Enterprises, Inc. Retirement Plan (plan 001)
- Hartman Family Enterprises, Inc. — all reported plans
- J & J Service Solutions LLC Employee Benefit Plan (plan 501)
- J & J Service Solutions LLC — all reported plans
- Good Transport Services, Inc. Employee Benefit Plan (plan 501)
- Good Transport Services, Inc. — all reported plans
- Ad&D (plan 504)
- Kleen-Rite Medical (plan 502)
- Kleen-Rite Life Plan (plan 501)
- Kleen-Rite Dental Vision Ancillary (plan 503)
- Saint Annes Retirement Community, Incorporated Health And Welfare Plan (plan 504)
- Methodology
- Data sources