Plan5500

Merion Station, 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, Merion Station, PA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $651,868 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Merion Station

  • 2 loaded plans hold $651.9K in reported assets across 2 sponsors.
  • The largest, Tiger Real Estate Inc. 401(K) Plan, holds 100% of reported Merion Station plan assets.
  • Plans cover 3 participants — about 2 per plan.
  • 100% 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$651.9KSummed across loaded plans$651,868
Total reported assets$651.9K$651,868
Total reported participants3
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$651.9K total assets
Net assets$651.9KLiabilities—
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions-$26.7K
Expenses & distributions
Benefits paid / distributions$908
Total expenses$908
Net increase / (decrease)-$27.6K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Merion Station market comparison

Largest plan share of assets100%Tiger Real Estate Inc. 401(K) Plan
Participants per plan2Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Merion Station

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

  1. 1
    Tiger Real Estate Inc. 401(K) Plan$651.9K
    Tiger Real Estate Inc. · 2023
  2. 2
    Segal Aaronson Pulmonary Associates Profit Sharing Plan$0
    Segal Aaronson Pulmonary Associates · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages