Horsham, 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, Horsham, PA has 67 loaded benefit plan(s) reported by 44 plan sponsor(s), with $5,230,385,414 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 67
- Plan sponsors
- 44
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $5,230,385,414
- Total reported liabilities (EOY)
- $17,169,656
- Total reported net assets (EOY)
- $5,213,215,758
Contributions & income
- Employer contributions
- $112,897,082
- Participant contributions
- $135,416,996
- Total income / additions
- $928,914,143
Expenses & distributions
- Benefits paid / distributions
- $305,931,575
- Total expenses
- $315,933,687
- Net increase / (decrease)
- $612,980,456
Coverage
- Total reported participants
- 91,470
- Plans with financial statements
- 44
- Plans with provider compensation
- 35
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Horsham, 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 |
|---|---|---|---|
| Bimbo Bakeries Usa Defined Contribution Savings Plan Master Trust | Bbu, Inc. | $1,236,550,912 | 2023 |
| Bimbo Bakeries Usa Savings Plan | Bbu, Inc. | $1,117,879,200 | 2023 |
| Bimbo Bakeries Usa Defined Benefit Pension Trust | Bbu, Inc. | $508,228,601 | 2023 |
| Bimbo Bakeries Usa Consolidated Pension Plan | Bbu, Inc. | $500,663,725 | 2023 |
| Penn Mutual Retirement & Savings Plan | Penn Mutual Life Insurance Company | $400,597,482 | 2023 |
| Penn Mutual Retirement Plan | Penn Mutual Life Insurance Company | $207,399,102 | 2023 |
| Inframark 401(K) Savings Plan | Inframark, LLC | $157,223,356 | 2023 |
| Bimbo Bakeries Usa Union Savings Plan | Bbu, Inc. | $143,587,301 | 2023 |
| Usw Local 10-00086 Merck Employees Health And Welfare Plan | Joint Bot Usw Local 10-00086 Merck Employees Health And Welfare Plan | $83,037,260 | 2023 |
| Penn Mutual Agents Retirement Plan | Penn Mutual Life Insurance Company | $77,515,175 | 2023 |
| Penn Mutual Agents 401k Plan | Penn Mutual Life Insurance Company | $74,667,424 | 2023 |
| Firstrust 401(K) And Profit Sharing Plan | Firstrust Savings Bank | $72,691,832 | 2023 |
| National Medical Services, Inc. 401(K) Savings And Retirement Plan | National Medical Services, Inc. | $72,044,414 | 2023 |
| Alliance Holdings, Inc. Employee Stock Ownership Plan And Trust | Alliance Holdings, Inc. | $69,444,257 | 2023 |
| Music Choice 401(K) Savings Plan | Music Choice | $52,693,280 | 2023 |
| Sofidel America Corp. 401(K) Plan | Sofidel America Corp. | $51,638,004 | 2023 |
| Kreischer Miller Capital Accumulation Plan | Kreischer Miller | $49,320,320 | 2023 |
| Bctgm Atlantic Profit Sharing Fund | Bctgm Atlantic Profit Sharing Fund | $39,153,665 | 2023 |
| Labrepco Employee Stock Ownership Plan | Labrepco Holding Corporation | $38,726,353 | 2023 |
| Crc Industries, Inc. 401(K) Savings Plan | Crc Industries, Inc. | $33,499,330 | 2023 |
| Chapman Auto Group 401(K) Profit Sharing Plan | Chapman Management Corporation | $32,796,234 | 2023 |
| Abington Medical Specialists Association 401(K) Profit Sharing Plan | Abington Medical Specialists Association, Pc | $31,583,881 | 2023 |
| C3i Solutions 401(K) Plan | Telerx Marketing, Inc. D/B/A/ C3i Solutions | $24,942,442 | 2023 |
| Clinchoice Inc. 401(K) Profit Sharing Plan | Clinchoice Inc. | $24,346,624 | 2023 |
| Q-Mation/Strongarm 401(K) Retirement Plan | Q-Mation, Inc. | $22,371,392 | 2023 |
Largest plans in Horsham → · Horsham plans by participants → · Horsham plans with financial data → · Horsham plans with provider compensation → · $1B+ plans in Horsham →
Related Form 5500 pages
- All PA Form 5500 filings
- Bimbo Bakeries Usa Defined Contribution Savings Plan Master Trust (plan 200)
- Bbu, Inc. — all reported plans
- Bimbo Bakeries Usa Savings Plan (plan 002)
- Bbu, Inc. — all reported plans
- Bimbo Bakeries Usa Defined Benefit Pension Trust (plan 200)
- Bbu, Inc. — all reported plans
- Bimbo Bakeries Usa Consolidated Pension Plan (plan 006)
- Penn Mutual Retirement & Savings Plan (plan 008)
- Penn Mutual Life Insurance Company — all reported plans
- Penn Mutual Retirement Plan (plan 010)
- Inframark 401(K) Savings Plan (plan 001)
- Inframark, LLC — all reported plans
- Bimbo Bakeries Usa Union Savings Plan (plan 003)
- Usw Local 10-00086 Merck Employees Health And Welfare Plan (plan 501)
- Joint Bot Usw Local 10-00086 Merck Employees Health And Welfare Plan — all reported plans
- Penn Mutual Agents Retirement Plan (plan 003)
- Penn Mutual Agents 401k Plan (plan 013)
- Firstrust 401(K) And Profit Sharing Plan (plan 001)
- Firstrust Savings Bank — all reported plans
- National Medical Services, Inc. 401(K) Savings And Retirement Plan (plan 001)
- National Medical Services, Inc. — all reported plans
- Alliance Holdings, Inc. Employee Stock Ownership Plan And Trust (plan 001)
- Alliance Holdings, Inc. — all reported plans
- Music Choice 401(K) Savings Plan (plan 001)
- Music Choice — all reported plans
- Methodology
- Data sources