Plan5500

Holmes, 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, Holmes, PA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $1,781,152 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Holmes

  • 1 loaded plans hold $1.8M in reported assets across 1 sponsors.
  • The largest, The Lodge 28 Health And Welfare Association, holds 100% of reported Holmes plan assets.
  • Plans cover 239 participants — about 239 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 100% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.8MSummed across loaded plans$1,760,727
Total reported assets$1.8M$1,781,152
Total reported participants239
Total reported liabilities$20.4K$20,425

Reported net position

Reported assets = net assets + liabilities (summed)$1.8M total assets
Net assets$1.8MLiabilities$20.4K
Contributions & income
Employer contributions$155.8K
Participant contributionsNot reported
Total income / additions$265.4K
Expenses & distributions
Benefits paid / distributions$110.7K
Total expenses$149.4K
Net increase / (decrease)$116K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

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

Holmes market comparison

Largest plan share of assets100%The Lodge 28 Health And Welfare Association
Participants per plan239Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Holmes

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

  1. 1
    The Lodge 28 Health And Welfare Association$1.8M
    F.O.P.Lower Merion Police Lodge #28 · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Holmes, PA?
1 plan(s) reported by 1 sponsor(s) are loaded for Holmes, PA.

Related Form 5500 pages