Lafayette Hill, 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, Lafayette Hill, PA has 15 loaded benefit plan(s) reported by 8 plan sponsor(s), with $899,601,301 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 15
- Plan sponsors
- 8
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $899,601,301
- Total reported liabilities (EOY)
- $203,860
- Total reported net assets (EOY)
- $908,380,334
Contributions & income
- Employer contributions
- $19,708,641
- Participant contributions
- $42,082,231
- Total income / additions
- $196,210,864
Expenses & distributions
- Benefits paid / distributions
- $57,976,490
- Total expenses
- $61,969,797
- Net increase / (decrease)
- $134,241,067
Coverage
- Total reported participants
- 34,558
- Plans with financial statements
- 11
- Plans with provider compensation
- 7
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lafayette Hill, 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 |
|---|---|---|---|
| Employees Retirement Plan Of Hajoca Corporation | Hajoca Corporation | $436,700,172 | 2023 |
| Hajoca Corporation Employees 401(K) Plan | Hajoca Corporation | $306,131,912 | 2023 |
| Merakey 403(B) Plan | Merakey Usa | $132,947,453 | 2023 |
| F. Eugene Dixon, Jr. Pension Plan | Marital Trust Under Agreement Of F. Eugene Dixon, Jr. Dated 6/30/06 | $10,828,327 | 2023 |
| The Hill At Whitemarsh 403(B) Retirement Plan | Whitemarsh Continuing Care Community | $9,655,018 | 2023 |
| Merakey 401(K) Plan | Merakey Usa | $3,169,749 | 2023 |
| Yaseung Enterprise Inc 401(K) Profit Sharing Plan & Trust | Yaseung Enterprise Inc | $68,855 | 2023 |
| Whitemarsh Continuing Care Retirement Community Group Medical Plan | Whitemarsh Continuing Care Retirement Community | $52,113 | 2023 |
| The Behr Group LLC 401(K) Profit Sharing Plan & Trust | The Behr Group LLC | $47,702 | 2023 |
| Lux Global Label Company, LLC 401(K) Plan | Lux Global Label Company, LLC | $0 | 2023 |
| Izzy And Company Inc. 401(K) Plan | Izzy And Company Inc. | $0 | 2023 |
| Whitemarsh Continuing Care Retirement Community Welfare Plan | Whitemarsh Continuing Care Retirement Community | not reported in the loaded dataset | 2023 |
| Lux Global Label Company, LLC Employee Health Care Plan | Lux Global Label Company, LLC | not reported in the loaded dataset | 2023 |
| Merakey Usa Welfare Benefit Plan | Merakey Usa | not reported in the loaded dataset | 2023 |
| Hajoca Corporation Employees Welfare Benefit Plan | Hajoca Corporation | not reported in the loaded dataset | 2023 |
Largest plans in Lafayette Hill → · Lafayette Hill plans by participants → · Lafayette Hill plans with financial data → · Lafayette Hill plans with provider compensation → · $1B+ plans in Lafayette Hill →
Related Form 5500 pages
- All PA Form 5500 filings
- Employees Retirement Plan Of Hajoca Corporation (plan 002)
- Hajoca Corporation — all reported plans
- Hajoca Corporation Employees 401(K) Plan (plan 003)
- Merakey 403(B) Plan (plan 001)
- Merakey Usa — all reported plans
- F. Eugene Dixon, Jr. Pension Plan (plan 001)
- Marital Trust Under Agreement Of F. Eugene Dixon, Jr. Dated 6/30/06 — all reported plans
- The Hill At Whitemarsh 403(B) Retirement Plan (plan 001)
- Whitemarsh Continuing Care Community — all reported plans
- Merakey 401(K) Plan (plan 004)
- Yaseung Enterprise Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Yaseung Enterprise Inc — all reported plans
- Whitemarsh Continuing Care Retirement Community Group Medical Plan (plan 502)
- The Behr Group LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- The Behr Group LLC — all reported plans
- Lux Global Label Company, LLC 401(K) Plan (plan 001)
- Lux Global Label Company, LLC — all reported plans
- Izzy And Company Inc. 401(K) Plan (plan 001)
- Izzy And Company Inc. — all reported plans
- Whitemarsh Continuing Care Retirement Community Welfare Plan (plan 501)
- Lux Global Label Company, LLC Employee Health Care Plan (plan 501)
- Merakey Usa Welfare Benefit Plan (plan 510)
- Hajoca Corporation Employees Welfare Benefit Plan (plan 501)
- Methodology
- Data sources