Plan5500

Coopersburg, 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, Coopersburg, PA has 7 loaded benefit plan(s) reported by 6 plan sponsor(s), with $678,466,939 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
6
Latest filing year
2023

What stands out in Coopersburg

  • 7 loaded plans hold $678.5M in reported assets across 6 sponsors.
  • The largest, Lutron Retirement Plan, holds 100% of reported Coopersburg plan assets.
  • Plans cover 5,784 participants — about 826 per plan.
  • 43% of loaded plans report full Schedule H/I financial statements.
  • 14% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$678.5MSummed across loaded plans$678,466,939
Total reported assets$678.5M$678,466,939
Total reported participants5.8K5,784
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$678.5M total assets
Net assets$678.5MLiabilities$0
Contributions & income
Employer contributions$25.4M
Participant contributions$20M
Total income / additions$151.7M
Expenses & distributions
Benefits paid / distributions$35.4M
Total expenses$35.4M
Net increase / (decrease)$116.3M

Data coverage

Plans with financial statements3 / 7 (43%)
Plans with provider compensation1 / 7 (14%)

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

Coopersburg market comparison

Largest plan share of assets100%Lutron Retirement Plan
Participants per plan826Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Coopersburg

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

  1. 1
    Lutron Retirement Plan$676.9M
    Lutron Electronics Co., Inc. · 2023
  2. 2
    Chernay Printing, Inc. 401(K) Plan$1.5M
    Chernay Printing, Inc. · 2023
  3. 3
    Shoeprint Graphics$100K
    Shoeprint Graphics & Design Inc · 2023
  4. 4
    Lutron Health & Welfare Benefit Plannot reported in the loaded dataset
    Lutron Electronics Co., Inc. · 2023
  5. 5
    Maurer & Scott Inc. Health Protection Plannot reported in the loaded dataset
    Maurer & Scott Inc. · 2023
  6. 6
    Coopersburg Kenworth, Inc. Health And Welfare Plannot reported in the loaded dataset
    Coopersburg Kenworth, Inc. · 2023
  7. 7
    Shellback Holdingsnot reported in the loaded dataset
    Shellback Holdings LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Coopersburg, PA?
7 plan(s) reported by 6 sponsor(s) are loaded for Coopersburg, PA.

Related Form 5500 pages