Houston, 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, Houston, PA has 9 loaded benefit plan(s) reported by 7 plan sponsor(s), with $109,080,448 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 9
- Plan sponsors
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $109,080,448
- Total reported liabilities (EOY)
- $3,862,215
- Total reported net assets (EOY)
- $105,218,233
Contributions & income
- Employer contributions
- $6,526,229
- Participant contributions
- $3,269,016
- Total income / additions
- $22,398,075
Expenses & distributions
- Benefits paid / distributions
- $6,091,092
- Total expenses
- $6,482,260
- Net increase / (decrease)
- $15,915,815
Coverage
- Total reported participants
- 2,228
- Plans with financial statements
- 6
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Houston, 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 |
|---|---|---|---|
| The Perryman Company New Comparability Profit Sharing Plan | The Perryman Company | $92,990,613 | 2023 |
| Aragra 401(K) Plan | Aragra Technologies Corporation | $7,026,159 | 2023 |
| Shalepro Energy Services LLC 401(K) Profit Sharing Plan And T | Shalepro Energy Services LLC | $3,582,685 | 2023 |
| Precision Pipeline Equipment Inc Profit Sharing Plan And Trust | Precision Pipeline Equipment Inc | $3,022,027 | 2023 |
| Phoenix Specialty Inc. Employee Stock Ownership Plan | Phoenix Specialty Inc. | $2,320,174 | 2023 |
| Baxxy Corp. Retirement Plan | Baxxy Corp. | $138,790 | 2023 |
| Shalepro Energy Services Health Plan | Shalepro Energy Services, LLC | not reported in the loaded dataset | 2023 |
| Shalepro Energy Services Group Life And Health Plan | Shalepro Energy Services, LLC | not reported in the loaded dataset | 2023 |
| The Perryman Company Health And Welfare Plan | The Perryman Company | not reported in the loaded dataset | 2023 |
Largest plans in Houston → · Houston plans by participants → · Houston plans with financial data → · Houston plans with provider compensation → · $1B+ plans in Houston →
Related Form 5500 pages
- All PA Form 5500 filings
- The Perryman Company New Comparability Profit Sharing Plan (plan 001)
- The Perryman Company — all reported plans
- Aragra 401(K) Plan (plan 001)
- Aragra Technologies Corporation — all reported plans
- Shalepro Energy Services LLC 401(K) Profit Sharing Plan And T (plan 002)
- Shalepro Energy Services LLC — all reported plans
- Precision Pipeline Equipment Inc Profit Sharing Plan And Trust (plan 001)
- Precision Pipeline Equipment Inc — all reported plans
- Phoenix Specialty Inc. Employee Stock Ownership Plan (plan 003)
- Phoenix Specialty Inc. — all reported plans
- Baxxy Corp. Retirement Plan (plan 001)
- Baxxy Corp. — all reported plans
- Shalepro Energy Services Health Plan (plan 503)
- Shalepro Energy Services, LLC — all reported plans
- Shalepro Energy Services Group Life And Health Plan (plan 501)
- The Perryman Company Health And Welfare Plan (plan 501)
- Methodology
- Data sources