Hermitage, 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, Hermitage, PA has 23 loaded benefit plan(s) reported by 16 plan sponsor(s), with $1,040,542,099 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
23
Plan sponsors
16
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$1,040,542,099
Total reported liabilities (EOY)
$66,595,401
Total reported net assets (EOY)
$973,946,698

Contributions & income

Employer contributions
$32,450,706
Participant contributions
$38,013,889
Total income / additions
$249,149,272

Expenses & distributions

Benefits paid / distributions
$75,031,423
Total expenses
$77,884,119
Net increase / (decrease)
$171,265,153

Coverage

Total reported participants
18,173
Plans with financial statements
17
Plans with provider compensation
14

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

Largest loaded plans in Hermitage, PA
PlanSponsorReported assets (EOY)Year
F.N.B. Corporation Progress Savings 401(K) PlanF.N.B. Corporation$461,162,8292023
F.N.B. Corporation Retirement Income PlanF.N.B. Corporation$177,788,8922023
Joy Cone Co. Employee Stock Ownership PlanJoy Cone Co.$163,741,3742023
Joy Cone Co. 401(K) Profit Sharing PlanJoy Cone Co.$123,006,4282023
Ellwood Crankshaft Group 401(K) Savings PlanEllwood Crankshaft And Machine Company$55,976,9862023
Interstate Chemical Company 401(K) / Profit Sharing PlanInterstate Chemical Company, Inc$29,956,9442023
Flynn'S Tire And Automotive Group 401(K) Retirement PlanUrra Company Inc.$9,505,9092023
Saint John Xxiii 401(K) PlanSaint John Xxiii Home$5,309,1002023
Diversified Family Services Retirement Plan Retirement PlanDiversified Family Services$4,342,5592023
Kraynak'S Inc Profit Sharing PlanKraynak'S Inc$4,002,4882023
Community Counseling Center Of Mercer County 401(K) Profit Sharing PlanCommunity Counseling Center Of Mercer County$3,601,8942023
Washington Healthcare Strategies Inc Profit Sharing Plan And TrustWashington Healthcare Strategies, Inc.$1,385,5932023
Joseph R. Kalik Do Profit Sharing PlanJoseph Kalik Do$444,0362023
Keystone Blind Association Employee Benefit Plan (501)Keystone Blind Association$201,3602023
D.M. Martin Group Retirement PlanD.M. Martin Group, Inc.$113,0062023
Keystone Independence Management Group Medical Plan (501)Keystone Independence Management$2,7012023
Brian Szabo, D.P.M. P.C. Profit Sharing PlanBrian Szabo, D.P.M. P.C.$02023
Ellwood Crankshaft And Machine Company Employee Welfare Benefit PlanEllwood Crankshaft And Machine Companynot reported in the loaded dataset2023
F.N.B. Corporation Health And Welfare PlanF.N.B. Corporationnot reported in the loaded dataset2023
Joy Cone Co. Employee Benefits PlanJoy Cone Co.not reported in the loaded dataset2023
Alliance For Behavioral And Developmental Disabilities Health And Welfare PlanAlliance For Behavioral And Developmental Disabilitiesnot reported in the loaded dataset2023
Interstate Chemical Company Health Care PlanInterstate Chemical Company Incnot reported in the loaded dataset2023
Flynn'S Tire Group Medical PlanFlynn'S Tire And Automotive Group Benefit Plannot reported in the loaded dataset2023

Related Form 5500 pages