Jim Thorpe, 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, Jim Thorpe, PA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $2,007,327 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Jim Thorpe

  • 2 loaded plans hold $2M in reported assets across 2 sponsors.
  • The largest, Mauch Chunk Trust Company Employee Stock Ownership Plan, holds 80% of reported Jim Thorpe plan assets.
  • Plans cover 178 participants — about 89 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2MSummed across loaded plans$1,973,401
Total reported assets$2M$2,007,327
Total reported participants178
Total reported liabilities$33.9K$33,926

Reported net position

Reported assets = net assets + liabilities (summed)$2M total assets
Net assets$2MLiabilities$33.9K
Contributions & income
Employer contributions$1.1M
Participant contributions$189.2K
Total income / additions$1.3M
Expenses & distributions
Benefits paid / distributions$817.8K
Total expenses$1.3M
Net increase / (decrease)-$66.5K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Jim Thorpe market comparison

Largest plan share of assets80%Mauch Chunk Trust Company Employee Stock Ownership Plan
Participants per plan89Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Jim Thorpe

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

  1. 1
    Mauch Chunk Trust Financial Corporation · 2023
  2. 2
    Mauch Chunk Trust Company · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Jim Thorpe, PA?
2 plan(s) reported by 2 sponsor(s) are loaded for Jim Thorpe, PA.

Related Form 5500 pages