Plan5500

Marysville, 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, Marysville, PA has 4 loaded benefit plan(s) reported by 1 plan sponsor(s), with $4,232,397 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
1
Latest filing year
2023

What stands out in Marysville

  • 4 loaded plans hold $4.2M in reported assets across 1 sponsors.
  • The largest, Specialty Bakers, LLC 401(K) Retirement Plan, holds 100% of reported Marysville plan assets.
  • Plans cover 394 participants — about 99 per plan.
  • 25% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.2MSummed across loaded plans$4,232,397
Total reported assets$4.2M$4,232,397
Total reported participants394
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.2M total assets
Net assets$4.2MLiabilities$0
Contributions & income
Employer contributions$34.9K
Participant contributions$210.3K
Total income / additions$881.7K
Expenses & distributions
Benefits paid / distributions$516.2K
Total expenses$545.3K
Net increase / (decrease)$336.4K

Data coverage

Plans with financial statements1 / 4 (25%)
Plans with provider compensation0 / 4 ()

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

Marysville market comparison

Largest plan share of assets100%Specialty Bakers, LLC 401(K) Retirement Plan
Participants per plan99Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Marysville

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

  1. 1
    Specialty Bakers, LLC 401(K) Retirement Plan$4.2M
    Specialty Bakers, LLC · 2023
  2. 2
    Specialty Bakers Health, Dental And Prescription Drugnot reported in the loaded dataset
    Specialty Bakers LLC · 2023
  3. 3
    Specialty Bakers Life And Disability Plansnot reported in the loaded dataset
    Specialty Bakers LLC · 2023
  4. 4
    Specialty Bakers Vision Plannot reported in the loaded dataset
    Specialty Bakers LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Marysville, PA?
4 plan(s) reported by 1 sponsor(s) are loaded for Marysville, PA.

Related Form 5500 pages