Lititz, 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, Lititz, PA has 56 loaded benefit plan(s) reported by 37 plan sponsor(s), with $475,382,890 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 56
- Plan sponsors
- 37
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $475,382,890
- Total reported liabilities (EOY)
- $7,280,030
- Total reported net assets (EOY)
- $468,102,860
Contributions & income
- Employer contributions
- $71,825,840
- Participant contributions
- $44,053,068
- Total income / additions
- $199,765,080
Expenses & distributions
- Benefits paid / distributions
- $118,096,888
- Total expenses
- $123,878,526
- Net increase / (decrease)
- $75,886,554
Coverage
- Total reported participants
- 17,523
- Plans with financial statements
- 41
- Plans with provider compensation
- 38
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lititz, 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 |
|---|---|---|---|
| Clair Global Corporation 401(K) Plan | Clair Global Corporation | $95,004,173 | 2023 |
| Tait 401(K) Plan | Tait, LLC | $58,826,117 | 2023 |
| Sechan Electronics, Inc. Employee Stock Ownership Plan | Sechan Electronics, Inc. | $43,102,447 | 2023 |
| Rock-It Cargo 401(K) Plan | Rock-It Cargo Usa LLC (Usa) | $29,915,421 | 2023 |
| Listrak, Inc. 401(K) Plan | Listrak Inc. | $27,463,527 | 2023 |
| Stauffers Of Kissel Hill Employee Savings And Retirement Plan | Skh Management Co | $23,705,948 | 2023 |
| The Benecon Group, LLC 401(K) Profit Sharing Plan | The Benecon Group, LLC | $22,643,669 | 2023 |
| Haller Enterprises, LLC Profit Sharing & Savings Plan | Haller Enterprises, LLC | $21,587,524 | 2023 |
| R.W. Sauder, Inc. 401(K) Profit Sharing Plan | R.W. Sauder, Inc. | $21,477,554 | 2023 |
| Sechan Electronics, Inc. 401(K) Profit Sharing Plan | Sechan Electronics, Inc. | $21,257,565 | 2023 |
| Paul B. Zimmerman, Inc. 401(K) Plan | Paul B. Zimmerman, Inc. | $18,296,844 | 2023 |
| Shared Services Health Plan | Shared Services Consortium, LLC | $17,540,945 | 2023 |
| Arro Holdings, LLC 401(K) Plan | Arro Holdings, LLC | $10,529,223 | 2023 |
| Brethren Village 403(B) Retirement Program | Brethren Village | $9,302,435 | 2023 |
| Agriteer 401k Plan | Agriteer LLC | $8,584,629 | 2023 |
| Ela Group, Inc. 401(K) Plan | Ela Group, Inc. | $8,437,406 | 2023 |
| Moravian Manor, Inc. Profit Sharing Plan | Moravian Manor, Inc. | $8,088,633 | 2023 |
| Atomic Design, Inc. 401(K) Plan | Atomic Design, Inc. | $7,517,426 | 2023 |
| Garman Builders, Inc. 401(K) Profit Sharing Plan | Garman Builders, Inc | $6,424,980 | 2023 |
| United Zion Retirement Community 403(B) Retirement | United Zion Retirement Community | $2,910,063 | 2023 |
| Gibbel Insurance Agency, Inc. Salary Savings Plan | Gibbel Insurance Agency, Inc. | $2,592,594 | 2023 |
| Sechan Electronics, Inc. Group Health Plan | Sechan Electronics, Inc. | $2,454,673 | 2023 |
| Tait Towers Manufacturing LLC Medical Benefit Plan | Tait Towers Manufacturing LLC | $2,364,776 | 2023 |
| Brethren Village Group Medical Plan | Brethren Village | $1,992,176 | 2023 |
| Ela Group, Inc. Employee Stock Ownership Plan | Ela Group, Inc. | $1,731,534 | 2023 |
Largest plans in Lititz → · Lititz plans by participants → · Lititz plans with financial data → · Lititz plans with provider compensation → · $1B+ plans in Lititz →
Related Form 5500 pages
- All PA Form 5500 filings
- Clair Global Corporation 401(K) Plan (plan 001)
- Clair Global Corporation — all reported plans
- Tait 401(K) Plan (plan 001)
- Tait, LLC — all reported plans
- Sechan Electronics, Inc. Employee Stock Ownership Plan (plan 002)
- Sechan Electronics, Inc. — all reported plans
- Rock-It Cargo 401(K) Plan (plan 002)
- Rock-It Cargo Usa LLC (Usa) — all reported plans
- Listrak, Inc. 401(K) Plan (plan 001)
- Listrak Inc. — all reported plans
- Stauffers Of Kissel Hill Employee Savings And Retirement Plan (plan 001)
- Skh Management Co — all reported plans
- The Benecon Group, LLC 401(K) Profit Sharing Plan (plan 001)
- The Benecon Group, LLC — all reported plans
- Haller Enterprises, LLC Profit Sharing & Savings Plan (plan 001)
- Haller Enterprises, LLC — all reported plans
- R.W. Sauder, Inc. 401(K) Profit Sharing Plan (plan 001)
- R.W. Sauder, Inc. — all reported plans
- Sechan Electronics, Inc. 401(K) Profit Sharing Plan (plan 001)
- Paul B. Zimmerman, Inc. 401(K) Plan (plan 001)
- Paul B. Zimmerman, Inc. — all reported plans
- Shared Services Health Plan (plan 501)
- Shared Services Consortium, LLC — all reported plans
- Arro Holdings, LLC 401(K) Plan (plan 005)
- Arro Holdings, LLC — all reported plans
- Brethren Village 403(B) Retirement Program (plan 002)
- Brethren Village — all reported plans
- Agriteer 401k Plan (plan 001)
- Agriteer LLC — all reported plans
- Methodology
- Data sources