Freeport, 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, Freeport, PA has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $114,679,534 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$114,679,534
Total reported liabilities (EOY)
$120,776
Total reported net assets (EOY)
$114,558,758

Contributions & income

Employer contributions
$4,327,474
Participant contributions
$3,964,443
Total income / additions
$24,635,257

Expenses & distributions

Benefits paid / distributions
$11,895,759
Total expenses
$12,570,531
Net increase / (decrease)
$12,064,726

Coverage

Total reported participants
1,923
Plans with financial statements
4
Plans with provider compensation
2

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

Largest loaded plans by reported assets

Largest loaded plans in Freeport, PA
PlanSponsorReported assets (EOY)Year
The Savings & Investment Plan For Employees Of Oberg Industries LLCOberg Industries, LLC$102,483,2152023
Oberg Industries, Inc. Defined Benefit Pension PlanOberg Industries, LLC$11,933,1692023
Three Brown Hounds Holdings, Inc. 401(K) Profit Sharing PlanThree Brown Hounds Holdings, Inc.$247,8862023
Freeport Transport Industries, Inc. Group Medical PlanFreeport Transport Industries, Inc.$15,2642023
Oberg Industries, LLC Welfare Benefit PlanOberg Industries, LLCnot reported in the loaded dataset2023

Related Form 5500 pages