Lancaster, 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, Lancaster, PA has 241 loaded benefit plan(s) reported by 142 plan sponsor(s), with $3,394,544,432 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
241
Plan sponsors
142
Latest filing year
2023

What stands out in Lancaster

  • 241 loaded plans hold $3.4B in reported assets across 142 sponsors.
  • The largest, Fulton Financial Corporation 401(K) Retirement Plan, holds 15% of reported Lancaster plan assets.
  • Plans cover 104,037 participants — about 432 per plan.
  • 68% of loaded plans report full Schedule H/I financial statements.
  • 61% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.3BSummed across loaded plans$3,337,089,547
Total reported assets$3.4B$3,394,544,432
Total reported participants104K104,037
Total reported liabilities$57.4M$57,418,973

Reported net position

Reported assets = net assets + liabilities (summed)$3.4B total assets
Net assets$3.3BLiabilities$57.4M
Contributions & income
Employer contributions$175.6M
Participant contributions$182M
Total income / additions$864.7M
Expenses & distributions
Benefits paid / distributions$388.8M
Total expenses$415.4M
Net increase / (decrease)$449.2M

Data coverage

Plans with financial statements165 / 241 (68%)
Plans with provider compensation148 / 241 (61%)

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

Lancaster market comparison

Largest plan share of assets15%Fulton Financial Corporation 401(K) Retirement Plan
Participants per plan432Average across loaded plans
Plan sponsors142
Ranked by reported assets

Largest loaded plans in Lancaster

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

  1. 1
    Fulton Financial Corporation · 2023
  2. 2
    Graham Packaging Company, L.P. · 2023
  3. 3
    Franklin And Marshall College · 2023
  4. 4
    High Company LLC · 2023
  5. 5
    Clark Core Services, LLC · 2023
  6. 6
    Burnham Holdings, Inc · 2023
  7. 7
    Rkl Llp · 2023
  8. 8
    Rgi Management Company LLC · 2023
  9. 9
    Fulton Financial Corporation · 2023
  10. 10
  11. 11
    Burnham Holdings, Inc. · 2023
  12. 12
    Barley Snyder Llp · 2023
  13. 13
    Clipper Magazine, LLC · 2023
  14. 14
    Woodstream Corporation · 2023
  15. 15
    Kunzler & Company, Inc. · 2023
  16. 16
    Rettew Associates, Inc. · 2023
  17. 17
    Wohlsen Construction Company · 2023
  18. 18
    Hospice & Community Care · 2023
  19. 19
    Trout, Ebersole & Groff, Llp · 2023
  20. 20
    Ecore International · 2023
  21. 21
    Lancaster Orthopedic Group, P.C. · 2023
  22. 22
  23. 23
    Barley Snyder Llp · 2023
  24. 24
    Steinman Communications, Inc. · 2023
  25. 25
    Susquehanna Valley Women'S Health Care · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Lancaster, PA?
241 plan(s) reported by 142 sponsor(s) are loaded for Lancaster, PA.

Related Form 5500 pages