Plan5500

Garnet Valley, 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, Garnet Valley, PA has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $11,750,458 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

What stands out in Garnet Valley

  • 4 loaded plans hold $11.8M in reported assets across 3 sponsors.
  • The largest, Ims Technology Services, Inc. 401(K) Plan, holds 93% of reported Garnet Valley plan assets.
  • Plans cover 257 participants — about 64 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11.8MSummed across loaded plans$11,807,212
Total reported assets$11.8M$11,750,458
Total reported participants257
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$11.8M total assets
Net assets$11.8MLiabilities$0
Contributions & income
Employer contributions$10.1K
Participant contributions$933.9K
Total income / additions$3M
Expenses & distributions
Benefits paid / distributions$848.7K
Total expenses$876.4K
Net increase / (decrease)$2.1M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation1 / 4 (25%)

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

Garnet Valley market comparison

Largest plan share of assets93%Ims Technology Services, Inc. 401(K) Plan
Participants per plan64Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Garnet Valley

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

  1. 1
    Ims Technology Services, Inc. 401(K) Plan$10.9M
    Ims Technology Services, Inc. · 2023
  2. 2
    Coleeo Corp. Retirement Plan$645.3K
    Coleeo Corp. · 2023
  3. 3
    Hart Enterprises, Inc. 401(K) Plan$201.8K
    Hart Enterprises, Inc. · 2023
  4. 4
    Ims Technology Services, Inc. Employee Benefit Plannot reported in the loaded dataset
    Ims Technology Services, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Garnet Valley, PA?
4 plan(s) reported by 3 sponsor(s) are loaded for Garnet Valley, PA.

Related Form 5500 pages