Lansdale, 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, Lansdale, PA has 20 loaded benefit plan(s) reported by 16 plan sponsor(s), with $120,257,998 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 20
- Plan sponsors
- 16
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $120,257,998
- Total reported liabilities (EOY)
- $630,512
- Total reported net assets (EOY)
- $119,627,486
Contributions & income
- Employer contributions
- $6,967,827
- Participant contributions
- $6,943,711
- Total income / additions
- $30,872,644
Expenses & distributions
- Benefits paid / distributions
- $15,985,844
- Total expenses
- $17,834,652
- Net increase / (decrease)
- $13,037,992
Coverage
- Total reported participants
- 3,509
- Plans with financial statements
- 18
- Plans with provider compensation
- 11
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lansdale, 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 |
|---|---|---|---|
| Living Branches Retirement Plan | Living Branches | $25,292,936 | 2023 |
| Medlogix 401(K) Plan | Medlogix, LLC | $24,739,708 | 2023 |
| Rex Companies 401(K) And Profit Sharing Plan | Rex Heat Treat - Lansdale, Inc. | $19,057,865 | 2023 |
| John Evans' Sons, Incorporated Profit Sharing And Retirement Saving Plan | John Evans' Sons, Incorporated | $12,506,659 | 2023 |
| Keystone Technologies International, LLC 401k Profit Sharing Plan | Keystone Technologies International, LLC | $5,848,511 | 2023 |
| Vygon Corporation 401(K) Plan | Vygon Corporation | $5,800,984 | 2023 |
| Benetrends, Inc. Profit Sharing Plan And Trust | Benetrends, Inc. | $5,229,306 | 2023 |
| Koehler'S, Inc. 401(K) And Profit Sharing Plan | Koehler'S, Inc. | $5,133,347 | 2023 |
| Retirement Plan Of Elm Terrace Gardens | Elm Terrace Gardens | $4,999,228 | 2023 |
| Catholic Health Group 401(K) Plan | Catholic Facilities Operatiing LLC Dba Catholic Health Facilities | $4,142,156 | 2023 |
| Comprehensive Financial Professionals, Inc 401(K) Profit Sharing Plan | Comprehensive Financial Professionals, Inc | $4,011,465 | 2023 |
| Rex Heat Treat Defined Contribution And 401(K) Plan | Rex Heat Treat - Lansdale, Inc. | $1,828,631 | 2023 |
| Slacker Enterprises Inc. Retirement Plan | Slacker Enterprises Inc. | $550,043 | 2023 |
| Arrow W Services Group, Inc. Profit Sharing Plan | Arrow W Services Group, Inc. | $473,846 | 2023 |
| Fox Specialties, Inc. Employee Benefit Plan | Fox Specialties, Inc. | $239,847 | 2023 |
| Vygon Usa Employee Group Medical Plan | Vygon Corporation Us, LLC | $185,744 | 2023 |
| John Evans' Sons, Incorporated Employee Benefit Plan | John Evans' Sons LLC | $175,081 | 2023 |
| Rex Heat Treat - Lansdale, Inc. Employee Benefit Plan | Rex Heat Treat Lansdale | $42,641 | 2023 |
| Keystone Technologies Welfare Benefit Plan | Keystone Technologies, LLC | not reported in the loaded dataset | 2023 |
| Rex Heat Treat Lansdale Group Insurance Plan | Rex Heat Treat Lansdale | not reported in the loaded dataset | 2023 |
Largest plans in Lansdale → · Lansdale plans by participants → · Lansdale plans with financial data → · Lansdale plans with provider compensation → · $1B+ plans in Lansdale →
Related Form 5500 pages
- All PA Form 5500 filings
- Living Branches Retirement Plan (plan 002)
- Living Branches — all reported plans
- Medlogix 401(K) Plan (plan 001)
- Medlogix, LLC — all reported plans
- Rex Companies 401(K) And Profit Sharing Plan (plan 002)
- Rex Heat Treat - Lansdale, Inc. — all reported plans
- John Evans' Sons, Incorporated Profit Sharing And Retirement Saving Plan (plan 001)
- John Evans' Sons, Incorporated — all reported plans
- Keystone Technologies International, LLC 401k Profit Sharing Plan (plan 001)
- Keystone Technologies International, LLC — all reported plans
- Vygon Corporation 401(K) Plan (plan 002)
- Vygon Corporation — all reported plans
- Benetrends, Inc. Profit Sharing Plan And Trust (plan 002)
- Benetrends, Inc. — all reported plans
- Koehler'S, Inc. 401(K) And Profit Sharing Plan (plan 002)
- Koehler'S, Inc. — all reported plans
- Retirement Plan Of Elm Terrace Gardens (plan 001)
- Elm Terrace Gardens — all reported plans
- Catholic Health Group 401(K) Plan (plan 001)
- Catholic Facilities Operatiing LLC Dba Catholic Health Facilities — all reported plans
- Comprehensive Financial Professionals, Inc 401(K) Profit Sharing Plan (plan 001)
- Comprehensive Financial Professionals, Inc — all reported plans
- Rex Heat Treat Defined Contribution And 401(K) Plan (plan 004)
- Slacker Enterprises Inc. Retirement Plan (plan 001)
- Slacker Enterprises Inc. — all reported plans
- Arrow W Services Group, Inc. Profit Sharing Plan (plan 001)
- Arrow W Services Group, Inc. — all reported plans
- Fox Specialties, Inc. Employee Benefit Plan (plan 501)
- Fox Specialties, Inc. — all reported plans
- Methodology
- Data sources