Plan5500

Dorseyville, 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, Dorseyville, PA has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $7,392,289 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

What stands out in Dorseyville

  • 2 loaded plans hold $7.4M in reported assets across 1 sponsors.
  • The largest, Cotraic 403(B) Plan, holds 100% of reported Dorseyville plan assets.
  • Plans cover 425 participants — about 213 per plan.
  • 50% 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$7.4MSummed across loaded plans$7,392,289
Total reported assets$7.4M$7,392,289
Total reported participants425
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$7.4M total assets
Net assets$7.4MLiabilities$0
Contributions & income
Employer contributions$515.7K
Participant contributions$59.2K
Total income / additions$982.6K
Expenses & distributions
Benefits paid / distributions$297.1K
Total expenses$297.1K
Net increase / (decrease)$685.5K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

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

Dorseyville market comparison

Largest plan share of assets100%Cotraic 403(B) Plan
Participants per plan213Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Dorseyville

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

  1. 1
    Cotraic 403(B) Plan$7.4M
    Council Of Three Rivers American Indian Center, Inc. · 2023
  2. 2
    Cotraic Welfare Benefit Plannot reported in the loaded dataset
    Council Of Three Rivers American Indian Center · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Dorseyville, PA?
2 plan(s) reported by 1 sponsor(s) are loaded for Dorseyville, PA.

Related Form 5500 pages