Lehighton, 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, Lehighton, PA has 7 loaded benefit plan(s) reported by 5 plan sponsor(s), with $9,308,593 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
5
Latest filing year
2023

What stands out in Lehighton

  • 7 loaded plans hold $9.3M in reported assets across 5 sponsors.
  • The largest, Donald B. Remmey Inc. 401k Plan, holds 42% of reported Lehighton plan assets.
  • Plans cover 601 participants — about 86 per plan.
  • 86% of loaded plans report full Schedule H/I financial statements.
  • 43% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.9MSummed across loaded plans$8,922,471
Total reported assets$9.3M$9,308,593
Total reported participants601
Total reported liabilities$386.1K$386,122

Reported net position

Reported assets = net assets + liabilities (summed)$9.3M total assets
Net assets$8.9MLiabilities$386.1K
Contributions & income
Employer contributions$1.1M
Participant contributions$890K
Total income / additions$3.4M
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.5M
Net increase / (decrease)$1.9M

Data coverage

Plans with financial statements6 / 7 (86%)
Plans with provider compensation3 / 7 (43%)

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

Lehighton market comparison

Largest plan share of assets42%Donald B. Remmey Inc. 401k Plan
Participants per plan86Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Lehighton

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

  1. 1
    Donald B. Remmey, Inc. · 2023
  2. 2
  3. 3
    Behavioral Health Associates · 2023
  4. 4
    Carbon Oral Surgery Associates Pc · 2023
  5. 5
    Dithawk Incorporated · 2023
  6. 6
    Lehighton Ambulance Association, Inc. · 2023
  7. 7
    Donald B. Remmey, Inc. Group Insurance Plannot reported in the loaded dataset
    Donald B. Remmey, Inc. · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Lehighton, PA?
7 plan(s) reported by 5 sponsor(s) are loaded for Lehighton, PA.

Related Form 5500 pages