Marietta, 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, Marietta, PA has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $176,430,494 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

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$176,430,494
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$176,430,494

Contributions & income

Employer contributions
$4,054,613
Participant contributions
$7,751,245
Total income / additions
$40,203,111

Expenses & distributions

Benefits paid / distributions
$16,031,406
Total expenses
$16,175,360
Net increase / (decrease)
$24,027,751

Coverage

Total reported participants
1,837
Plans with financial statements
2
Plans with provider compensation
1

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

Largest loaded plans in Marietta, PA
PlanSponsorReported assets (EOY)Year
Donegal Mutual Insurance Company 401k PlanDonegal Mutual Insurance Company$173,016,3932023
Hershey Ag 401(K) Retirement PlanHershey Ag$3,414,1012023
Donegal Mutual Insurance Company Welfare PlanDonegal Mutual Insurance Companynot reported in the loaded dataset2023

Related Form 5500 pages