Hershey, 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, Hershey, PA has 34 loaded benefit plan(s) reported by 16 plan sponsor(s), with $7,282,076,738 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 34
- Plan sponsors
- 16
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $7,282,076,738
- Total reported liabilities (EOY)
- $1,580,092
- Total reported net assets (EOY)
- $7,280,496,646
Contributions & income
- Employer contributions
- $166,706,379
- Participant contributions
- $247,868,192
- Total income / additions
- $1,424,989,409
Expenses & distributions
- Benefits paid / distributions
- $608,614,196
- Total expenses
- $616,486,521
- Net increase / (decrease)
- $808,502,888
Coverage
- Total reported participants
- 126,920
- Plans with financial statements
- 24
- Plans with provider compensation
- 18
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Hershey, 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 |
|---|---|---|---|
| Penn State Health 401(K) Savings Plan | Penn State Health | $2,572,018,199 | 2023 |
| The Hershey Company 401(K) Plan | The Hershey Company | $1,998,046,769 | 2023 |
| The Hershey Company Retirement Plan | The Hershey Company | $785,291,744 | 2023 |
| The Hershey Company Master Retirement Trust | The Hershey Company | $785,291,744 | 2023 |
| Penn State Health Tax Sheltered Annuity Program | Penn State Health | $444,288,473 | 2023 |
| Milton Hershey School Group Supplemental Retirement Plan | Milton Hershey School | $192,069,482 | 2023 |
| Milton Hershey School Money Purchase Pension Plan | Milton Hershey School | $161,591,269 | 2023 |
| Hershey Entertainment & Resorts Company Savings Plan | Hershey Entertainment & Resorts Company | $108,259,544 | 2023 |
| Hershey Entertainment & Resorts Company Savings Plan For Hourly Employees | Hershey Entertainment & Resorts Company | $68,108,492 | 2023 |
| Country Meadows 401(K) Retirement Plan | George M. Leader Family Corporation | $38,450,450 | 2023 |
| Forward Solutions 401(K) Plan | I&I Sales Group LLC Dba Forward Solutions | $33,503,801 | 2023 |
| Milton Hershey School Retirement Plan | Milton Hershey School | $33,469,577 | 2023 |
| Seaside Amusements, Inc. Profit Sharing Plan | Seaside Amusements, Inc. | $21,070,525 | 2023 |
| Hershey Entertainment & Resorts Company Cash Balance Pension Plan For Hourly Employees | Hershey Entertainment & Resorts Company | $14,493,149 | 2023 |
| Hershey Trust Company Employee Savings Plan | Hershey Trust Company | $9,748,830 | 2023 |
| Vista School 401(K) P/S Plan | The Vista School | $6,276,601 | 2023 |
| The Hershey Company Puerto Rico 401k Plan | The Hershey Company | $5,055,117 | 2023 |
| Richard L. Walters, Dmd, LLC Profit Sharing Plan | Richard L. Walters, D.M.D., L.L.C. | $1,939,859 | 2023 |
| The Ecumenical Community Of Harrisburg 401(K) Plan | The Ecumenical Community | $1,451,711 | 2023 |
| The Hershey Salty Snacks Union 401(K) Plan | The Hershey Company | $1,446,133 | 2023 |
| The Vista Foundation Employee Benefit Plan | The Vista Foundation | $131,979 | 2023 |
| James, Smith, Dietterick & Connelly, Llp Employee Benefit Plan | James, Smith, Dietterick & Connelly, Llp | $41,287 | 2023 |
| Troegs Brewing Company Group Medical Plan | Troegs Brewing Company | $32,003 | 2023 |
| The Hershey Company Retirement Plan For Hourly Employees | The Hershey Company | $0 | 2023 |
| Forward Solutions Health And Welfare Plan | I & I Sales Group, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Hershey → · Hershey plans by participants → · Hershey plans with financial data → · Hershey plans with provider compensation → · $1B+ plans in Hershey →
Related Form 5500 pages
- All PA Form 5500 filings
- Penn State Health 401(K) Savings Plan (plan 001)
- Penn State Health — all reported plans
- The Hershey Company 401(K) Plan (plan 010)
- The Hershey Company — all reported plans
- The Hershey Company Retirement Plan (plan 001)
- The Hershey Company Master Retirement Trust (plan 100)
- The Hershey Company — all reported plans
- Penn State Health Tax Sheltered Annuity Program (plan 002)
- Milton Hershey School Group Supplemental Retirement Plan (plan 003)
- Milton Hershey School — all reported plans
- Milton Hershey School Money Purchase Pension Plan (plan 005)
- Hershey Entertainment & Resorts Company Savings Plan (plan 003)
- Hershey Entertainment & Resorts Company — all reported plans
- Hershey Entertainment & Resorts Company Savings Plan For Hourly Employees (plan 004)
- Country Meadows 401(K) Retirement Plan (plan 002)
- George M. Leader Family Corporation — all reported plans
- Forward Solutions 401(K) Plan (plan 002)
- I&I Sales Group LLC Dba Forward Solutions — all reported plans
- Milton Hershey School Retirement Plan (plan 001)
- Seaside Amusements, Inc. Profit Sharing Plan (plan 001)
- Seaside Amusements, Inc. — all reported plans
- Hershey Entertainment & Resorts Company Cash Balance Pension Plan For Hourly Employees (plan 002)
- Hershey Trust Company Employee Savings Plan (plan 002)
- Hershey Trust Company — all reported plans
- Methodology
- Data sources