Plan5500

Gladwyne, 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, Gladwyne, PA has 7 loaded benefit plan(s) reported by 5 plan sponsor(s), with $51,489,741 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
5
Latest filing year
2023

What stands out in Gladwyne

  • 7 loaded plans hold $51.5M in reported assets across 5 sponsors.
  • The largest, Employee Benefit Plan Of Waverly Senior Services, holds 27% of reported Gladwyne plan assets.
  • Plans cover 2,186 participants — about 312 per plan.
  • 86% of loaded plans report full Schedule H/I financial statements.
  • 71% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$51.5MSummed across loaded plans$51,489,741
Total reported assets$51.5M$51,489,741
Total reported participants2.2K2,186
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$51.5M total assets
Net assets$51.5MLiabilities$0
Contributions & income
Employer contributions$2M
Participant contributions$2.1M
Total income / additions$11M
Expenses & distributions
Benefits paid / distributions$5.2M
Total expenses$5.2M
Net increase / (decrease)$5.8M

Data coverage

Plans with financial statements6 / 7 (86%)
Plans with provider compensation5 / 7 (71%)

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

Gladwyne market comparison

Largest plan share of assets27%Employee Benefit Plan Of Waverly Senior Services
Participants per plan312Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Gladwyne

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

  1. 1
    Employee Benefit Plan Of Waverly Senior Services$13.9M
    Waverly Senior Services · 2023
  2. 2
    Employee Benefit Plan Of Waverly Senior Services$13.9M
    Waverly Senior Services · 2023
  3. 3
    Tax Deferred Annuity Plan Of Waverly Senior Services$8.1M
    Waverly Senior Services · 2023
  4. 4
    Tax Deferred Annuity Plan Of Waverly Senior Services$8.1M
    Waverly Senior Services · 2023
  5. 5
    Philadelphia Country Club 401(K) Retirement Plan$7.4M
    Philadelphia Country Club · 2023
  6. 6
    The Hodges Group 401(K) Plan$0
    The Hodges Group, Inc. · 2023
  7. 7
    Waverly Heights, Ltd Health And Welfare Plannot reported in the loaded dataset
    Waverly Heights Ltd · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Gladwyne, PA?
7 plan(s) reported by 5 sponsor(s) are loaded for Gladwyne, PA.

Related Form 5500 pages