Plan5500

Everett, 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, Everett, PA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $1,284,483 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
2
Latest filing year
2023

What stands out in Everett

  • 2 loaded plans hold $1.3M in reported assets across 2 sponsors.
  • The largest, Center For Community Action 403(B) Plan, holds 100% of reported Everett plan assets.
  • Plans cover 261 participants — about 131 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$1.3MSummed across loaded plans$1,284,483
Total reported assets$1.3M$1,284,483
Total reported participants261
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1.3M total assets
Net assets$1.3MLiabilities—
Contributions & income
Employer contributions$125.7K
Participant contributions$95K
Total income / additions$397.2K
Expenses & distributions
Benefits paid / distributions$193.8K
Total expenses$195.2K
Net increase / (decrease)$201.9K

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 Everett, 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

Everett market comparison

Largest plan share of assets100%Center For Community Action 403(B) Plan
Participants per plan131Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Everett

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

  1. 1
    Center For Community Action 403(B) Plan$1.3M
    Center For Community Action · 2023
  2. 2
    Everett Cash Mutual Insurance Co. Welfare Benefit Plannot reported in the loaded dataset
    Everett Cash Mutual Insurance Co. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages