Plan5500

Ellwood City, 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, Ellwood City, PA has 8 loaded benefit plan(s) reported by 6 plan sponsor(s), with $299,456,251 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
6
Latest filing year
2023

What stands out in Ellwood City

  • 8 loaded plans hold $299.5M in reported assets across 6 sponsors.
  • The largest, Ellwood 401(K) Retirement Plan, holds 95% of reported Ellwood City plan assets.
  • Plans cover 4,510 participants — about 564 per plan.
  • 63% of loaded plans report full Schedule H/I financial statements.
  • 38% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$299.5MSummed across loaded plans$299,456,251
Total reported assets$299.5M$299,456,251
Total reported participants4.5K4,510
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$299.5M total assets
Net assets$299.5MLiabilities$0
Contributions & income
Employer contributions$9.3M
Participant contributions$11.4M
Total income / additions$67.9M
Expenses & distributions
Benefits paid / distributions$21.5M
Total expenses$21.8M
Net increase / (decrease)$46.1M

Data coverage

Plans with financial statements5 / 8 (63%)
Plans with provider compensation3 / 8 (38%)

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

Ellwood City market comparison

Largest plan share of assets95%Ellwood 401(K) Retirement Plan
Participants per plan564Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Ellwood City

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

  1. 1
    Ellwood 401(K) Retirement Plan$284.3M
    Ellwood City Forge Company · 2023
  2. 2
    Hall Industries, Inc. 401(K) Retirement Plan$12.3M
    Hall Industries, Inc. · 2023
  3. 3
    Renodis Er, LLC 401(K) Plan$1.7M
    Renodis Er, LLC · 2023
  4. 4
    Cve Inc. 401(K) Plan$900K
    Cve, Inc. · 2023
  5. 5
    Maseda Inc. Retirement Plan$285K
    Maseda Inc · 2023
  6. 6
    Hall Industries, Inc. Health And Welfare Plannot reported in the loaded dataset
    Hall Industries, Inc. · 2023
  7. 7
    Ellwood Group, Inc. Group Health Plannot reported in the loaded dataset
    Ellwood Group, Inc. · 2023
  8. 8
    Ellwood City Forge Co. Employee Welfare Benefit Plannot reported in the loaded dataset
    Ellwood City Forge · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages