Coudersport, 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, Coudersport, PA has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $28,191,550 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
2
Latest filing year
2023

What stands out in Coudersport

  • 3 loaded plans hold $28.2M in reported assets across 2 sponsors.
  • The largest, Charles Cole Memorial Hospital Retirement Savings Plan, holds 53% of reported Coudersport plan assets.
  • Plans cover 1,012 participants — about 337 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 67% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$28.2MSummed across loaded plans$28,191,550
Total reported assets$28.2M$28,191,550
Total reported participants1K1,012
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$28.2M total assets
Net assets$28.2MLiabilities$0
Contributions & income
Employer contributions$582.4K
Participant contributions$682.3K
Total income / additions$5.4M
Expenses & distributions
Benefits paid / distributions$3.7M
Total expenses$3.8M
Net increase / (decrease)$1.6M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

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

Coudersport market comparison

Largest plan share of assets53%Charles Cole Memorial Hospital Retirement Savings Plan
Participants per plan337Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Coudersport

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

  1. 1
    Charles Cole Memorial Hospital · 2023
  2. 2
    Treasure Lake Lp · 2023
  3. 3
    Zito Employee Health & Welfare Plannot reported in the loaded dataset
    Treasure Lake, Lp Dba Zito Media · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Coudersport, PA?
3 plan(s) reported by 2 sponsor(s) are loaded for Coudersport, PA.

Related Form 5500 pages