Plan5500

Loretto, 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, Loretto, PA has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $117,767,426 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023

What stands out in Loretto

  • 3 loaded plans hold $117.8M in reported assets across 2 sponsors.
  • The largest, Saint Francis University Retirement Plan, holds 100% of reported Loretto plan assets.
  • Plans cover 1,355 participants — about 452 per plan.
  • 33% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$117.8MSummed across loaded plans$117,767,426
Total reported assets$117.8M$117,767,426
Total reported participants1.4K1,355
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$117.8M total assets
Net assets$117.8MLiabilities—
Contributions & income
Employer contributions$1.4M
Participant contributions$1.8M
Total income / additions$19.2M
Expenses & distributions
Benefits paid / distributions$6.4M
Total expenses$6.8M
Net increase / (decrease)$12.4M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

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

Loretto market comparison

Largest plan share of assets100%Saint Francis University Retirement Plan
Participants per plan452Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Loretto

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

  1. 1
    Saint Francis University Retirement Plan$117.8M
    Saint Francis University · 2023
  2. 2
    Saint Francis University Welfare Wrap Plannot reported in the loaded dataset
    Saint Francis University · 2023
  3. 3
    Southern Alleghenies Museum Of Arts Tiaa Cref Retinot reported in the loaded dataset
    Southern Alleghenies Museum Of Art St Francis College Mall · 2023

Largest plans in Loretto → · Loretto plans by participants → · Loretto plans with financial data → · Loretto plans with provider compensation → · $1B+ plans in Loretto →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Loretto, PA?
3 plan(s) reported by 2 sponsor(s) are loaded for Loretto, PA.

Related Form 5500 pages