Plan5500

Ivyland, 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, Ivyland, PA has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $3,086,300 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
4
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.1MSummed across loaded plans$3,086,300
Total reported assets$3.1M$3,086,300
Total reported participants322
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$3.1M total assets
Net assets$3.1MLiabilities—
Contributions & income
Employer contributions$48.2K
Participant contributions$13.3K
Total income / additions$543.4K
Expenses & distributions
Benefits paid / distributions$55.1K
Total expenses$64.9K
Net increase / (decrease)$478.5K

Data coverage

Plans with financial statements3 / 5 (60%)
Plans with provider compensation1 / 5 (20%)

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

Ivyland market comparison

Largest plan share of assets38%David Walsh Associates Profit Sharing Plan
Participants per plan64Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Ivyland

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

  1. 1
    David Walsh Associates Profit Sharing Plan$1.2M
    David Walsh Associates, LLC · 2023
  2. 2
    Jt Madison, Inc. Retirement Plan$1.1M
    Jt Madison, Inc. · 2023
  3. 3
    Delcrest Medical Services, Inc. Employee Stock Ownership Plan$814.5K
    Delcrest Medical Services, Inc. · 2023
  4. 4
    B Blair Corporation Group Medical Plannot reported in the loaded dataset
    B Blair Corporation · 2023
  5. 5
    B Blair Corporation Group Insurance Plannot reported in the loaded dataset
    B Blair Corporation · 2023

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

Related Form 5500 pages