Harrisburg, 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, Harrisburg, PA has 224 loaded benefit plan(s) reported by 142 plan sponsor(s), with $12,656,844,522 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 224
- Plan sponsors
- 142
- Latest filing year
- 2023
What stands out in Harrisburg
- 224 loaded plans hold $12.7B in reported assets across 142 sponsors.
- The largest, Rite Aid Master Retirement Savings Trust, holds 28% of reported Harrisburg plan assets.
- Plans cover 467,401 participants — about 2,087 per plan.
- 70% of loaded plans report full Schedule H/I financial statements.
- 58% report Schedule C provider compensation.
Reported financial aggregate
Reported net position
Data coverage
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Harrisburg, 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.
Harrisburg market comparison
Largest loaded plans in Harrisburg
Bars show each plan's reported end-of-year assets relative to the largest.
- 1
- 2
- 3
- 4
- 5The Governing Board Of The Pennsylvania Association Of · 2023
- 6Pennsylvania State Education Assoc · 2023
- 7
- 8
- 9
- 10Thrifty Payless Inc. · 2023
- 11
- 12Pennsylvania National Mutual Casualty Insurance Company · 2023
- 13Pennsylvania National Mutual Casualty Insurance Company · 2023
- 14Pennsylvania State Employees Credit Union · 2023
- 15
- 16
- 17
- 18
- 19
- 20Edwin L. Heim Company · 2023
- 21
- 22
- 23
- 24Pennsylvania State Education Association · 2023
- 25Keystone Peer Review Organization, Inc. · 2023
Largest plans in Harrisburg → · Harrisburg plans by participants → · Harrisburg plans with financial data → · Harrisburg plans with provider compensation → · $1B+ plans in Harrisburg →
Frequently asked questions
- How many Form 5500 benefit plans are loaded for Harrisburg, PA?
- 224 plan(s) reported by 142 sponsor(s) are loaded for Harrisburg, PA.
Related Form 5500 pages
- All PA Form 5500 filings
- Rite Aid Master Retirement Savings Trust (plan 001)
- Rite Aid Corporation — all reported plans
- The Rite Aid 401(K) Plan (plan 025)
- Pinnacle Health System 403b Tax Sheltered Savings Plan (plan 002)
- Upmc Pinnacle — all reported plans
- Capital Blue Cross Employee Savings Plan (plan 002)
- Capital Blue Cross — all reported plans
- Pennsylvania Association Of Independent Colleges And Universities Multiple Employer Plan (plan 333)
- The Governing Board Of The Pennsylvania Association Of — all reported plans
- Pennsylvania State Education Association Pension Plan (plan 001)
- Pennsylvania State Education Assoc — all reported plans
- D & H Employee Stock Ownership Plan (plan 002)
- D & H Corporate Group Inc. — all reported plans
- Cleveland Brothers Retirement Plan (plan 001)
- Cleveland Brothers Holdings, Inc. — all reported plans
- Miter Brands 401(K) Plan (plan 001)
- Mi Windows And Doors, LLC — all reported plans
- Thrifty Payless, Inc. 401(K) Retirement Savings Plan For Collective Bargaining Pharmacists (plan 034)
- Thrifty Payless Inc. — all reported plans
- Laborers Local Union No. 158 Pension Plan (plan 001)
- Laborers Local Union No. 158 Pension Fund — all reported plans
- Revised Pension Plan For Employees Of Pennsylvania National Mutual Casualty Insurance Company And Its Affiliated Companies (plan 001)
- Pennsylvania National Mutual Casualty Insurance Company — all reported plans
- Penn National Insurance 401(K) Retirement Savings Plan (plan 002)
- Pennsylvania State Employees Credit Union 401(K) Retirement Plan (plan 002)
- Pennsylvania State Employees Credit Union — all reported plans
- The Rite Aid Pension Plan (plan 002)
- Methodology
- Data sources