Haverford, 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, Haverford, PA has 12 loaded benefit plan(s) reported by 7 plan sponsor(s), with $385,117,127 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 12
- Plan sponsors
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $385,117,127
- Total reported liabilities (EOY)
- $23,811
- Total reported net assets (EOY)
- $385,093,316
Contributions & income
- Employer contributions
- $6,985,817
- Participant contributions
- $5,958,659
- Total income / additions
- $66,992,637
Expenses & distributions
- Benefits paid / distributions
- $42,336,550
- Total expenses
- $42,708,965
- Net increase / (decrease)
- $24,283,672
Coverage
- Total reported participants
- 4,337
- Plans with financial statements
- 8
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Haverford, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Haverford College Defined Contribution Retirement Plan | Haverford College | $247,205,224 | 2023 |
| The Haverford School 403(B) Plan | The Haverford School | $90,290,955 | 2023 |
| Wilkie Lexus 401k Profit Sharing Plan | Daniel Martin, Inc. Dba Wilkie Lexus | $16,677,595 | 2023 |
| The Merion Cricket Club 401(K) Plan | The Merion Cricket Club | $10,543,127 | 2023 |
| Haverford College Retirement Healthcare Savings Program | Haverford College | $9,682,491 | 2023 |
| Kirschner Brothers Co Restated Employee Profit Sharing Plan | Kirschner Brothers Co | $6,976,253 | 2023 |
| Earthcore Retirement Plan | Jbi 1, LLC - Dba Earthcore | $3,721,020 | 2023 |
| Boenning & Scattergood, Inc. Salary Deferral & Profit Sharing Retirement Plan | Boenning & Scattergood, Inc. | $20,462 | 2023 |
| Wilkie Lexus Life And Ad&D Plan | Daniel Martin, Inc. | not reported in the loaded dataset | 2023 |
| The Haverford School Flexible Benefits Plan | The Haverford School | not reported in the loaded dataset | 2023 |
| Haverford College Health & Welfare Plan | Haverford College | not reported in the loaded dataset | 2023 |
| The Merion Cricket Club Health And Welfare Benefits Plan | The Merion Cricket Club | not reported in the loaded dataset | 2023 |
Largest plans in Haverford → · Haverford plans by participants → · Haverford plans with financial data → · Haverford plans with provider compensation → · $1B+ plans in Haverford →
Related Form 5500 pages
- All PA Form 5500 filings
- Haverford College Defined Contribution Retirement Plan (plan 002)
- Haverford College — all reported plans
- The Haverford School 403(B) Plan (plan 001)
- The Haverford School — all reported plans
- Wilkie Lexus 401k Profit Sharing Plan (plan 001)
- Daniel Martin, Inc. Dba Wilkie Lexus — all reported plans
- The Merion Cricket Club 401(K) Plan (plan 002)
- The Merion Cricket Club — all reported plans
- Haverford College Retirement Healthcare Savings Program (plan 512)
- Kirschner Brothers Co Restated Employee Profit Sharing Plan (plan 001)
- Kirschner Brothers Co — all reported plans
- Earthcore Retirement Plan (plan 001)
- Jbi 1, LLC - Dba Earthcore — all reported plans
- Boenning & Scattergood, Inc. Salary Deferral & Profit Sharing Retirement Plan (plan 001)
- Boenning & Scattergood, Inc. — all reported plans
- Wilkie Lexus Life And Ad&D Plan (plan 503)
- The Haverford School Flexible Benefits Plan (plan 503)
- Haverford College Health & Welfare Plan (plan 504)
- The Merion Cricket Club Health And Welfare Benefits Plan (plan 510)
- Methodology
- Data sources