Plan5500

Fairview, 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, Fairview, PA has 9 loaded benefit plan(s) reported by 8 plan sponsor(s), with $61,158,018 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
8
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$61.2MSummed across loaded plans$61,157,783
Total reported assets$61.2M$61,158,018
Total reported participants2.1K2,109
Total reported liabilities$235

Reported net position

Reported assets = net assets + liabilities (summed)$61.2M total assets
Net assets$61.2MLiabilities$235
Contributions & income
Employer contributions$886K
Participant contributions$1.7M
Total income / additions$12.4M
Expenses & distributions
Benefits paid / distributions$5.8M
Total expenses$5.9M
Net increase / (decrease)$6.5M

Data coverage

Plans with financial statements7 / 9 (78%)
Plans with provider compensation5 / 9 (56%)

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

Fairview market comparison

Largest plan share of assets44%Phb, Inc. Employees Profit Sharing Plan
Participants per plan234Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Fairview

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

  1. 1
    Phb, Inc. Employees Profit Sharing Plan$27.2M
    Phb, Inc. · 2023
  2. 2
    Phb Die Casting Inc. 401(K) Plan$9M
    Phb Die Casting Inc. · 2023
  3. 3
    Matrix Tool, Inc. 401(K) Profit Sharing Plan$8.9M
    Matrix Tool Inc · 2023
  4. 4
    American Turned Products Retirement Savings Plan$6.7M
    American Turned Products, Inc. · 2023
  5. 5
    The Profit Sharing Plan Of Fairview Evergreen Nurseries, Inc.$6.5M
    Fairview Evergreen Nurseries, Inc. · 2023
  6. 6
    Grimm Industries Retirement Plan$2.1M
    Grimm Industries, Inc. · 2023
  7. 7
    Presque Isle Passage Rv Park Inc. 401(K) Plan$825.9K
    Presque Isle Passage Rv Park Inc. · 2023
  8. 8
    Spectrum Control Inc. Group Benefits Plannot reported in the loaded dataset
    Spectrum Control Inc. · 2023
  9. 9
    Phb, Inc. Employees' Welfare Benefit Plannot reported in the loaded dataset
    Phb, Inc. · 2023

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

Related Form 5500 pages