Plan5500

Exeter, 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, Exeter, PA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $7,598,975 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 Exeter

  • 2 loaded plans hold $7.6M in reported assets across 2 sponsors.
  • The largest, Powerrail Team Employee Stock Ownership Plan, holds 100% of reported Exeter plan assets.
  • Plans cover 482 participants — about 241 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$5.6MSummed across loaded plans$5,648,975
Total reported assets$7.6M$7,598,975
Total reported participants482
Total reported liabilities$1.9M$1,950,000

Reported net position

Reported assets = net assets + liabilities (summed)$7.6M total assets
Net assets$5.6MLiabilities$1.9M
Contributions & income
Employer contributions$873.5K
Participant contributionsNot reported
Total income / additions$2.1M
Expenses & distributions
Benefits paid / distributions$180.5K
Total expenses$239.3K
Net increase / (decrease)$1.9M

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 Exeter, 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

Exeter market comparison

Largest plan share of assets100%Powerrail Team Employee Stock Ownership Plan
Participants per plan241Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Exeter

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

  1. 1
    Powerrail Team Employee Stock Ownership Plan$7.6M
    Powerrail Holdings, Inc. · 2023
  2. 2
    Powerrail Distribution Welfare Benefits Plannot reported in the loaded dataset
    Powerrail Distribution · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages