Plan5500

Hellertown, 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, Hellertown, PA has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $3,203,372 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
5
Latest filing year
2023

What stands out in Hellertown

  • 5 loaded plans hold $3.2M in reported assets across 5 sponsors.
  • The largest, Omega Asset Management Inc. 401(K) Plan, holds 42% of reported Hellertown plan assets.
  • Plans cover 20 participants — about 4 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.2MSummed across loaded plans$3,203,372
Total reported assets$3.2M$3,203,372
Total reported participants20
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.2M total assets
Net assets$3.2MLiabilities$0
Contributions & income
Employer contributions$27.4K
Participant contributions$65.7K
Total income / additions$1.4M
Expenses & distributions
Benefits paid / distributions$2.1K
Total expenses$2.1K
Net increase / (decrease)$1.4M

Data coverage

Plans with financial statements5 / 5 (100%)
Plans with provider compensation0 / 5 ()

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

Hellertown market comparison

Largest plan share of assets42%Omega Asset Management Inc. 401(K) Plan
Participants per plan4Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Hellertown

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

  1. 1
    Omega Asset Management Inc. 401(K) Plan$1.3M
    Omega Asset Management Inc. · 2023
  2. 2
    Chelsea National Inc 401k Plan$1M
    Chelsea National Inc · 2023
  3. 3
    Vindico Corp 401(K) Plan$504.7K
    Vindico Corp · 2023
  4. 4
    Evoke Solar, Inc. 401(K) Plan$206.5K
    Evoke Solar, Inc. · 2023
  5. 5
    Katadhin22 Inc. 401(K) Plan$136.7K
    Katadhin22 Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages