Plan5500

Mertztown, 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, Mertztown, PA has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $7,495,729 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
1
Latest filing year
2023

What stands out in Mertztown

  • 2 loaded plans hold $7.5M in reported assets across 1 sponsors.
  • The largest, Atlas Minerals & Chemicals, Inc. Employees 401(K) Savings Plan, holds 67% of reported Mertztown plan assets.
  • Plans cover 35 participants — about 18 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$7.5MSummed across loaded plans$7,495,729
Total reported assets$7.5M$7,495,729
Total reported participants35
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$7.5M total assets
Net assets$7.5MLiabilities$0
Contributions & income
Employer contributions$181.5K
Participant contributions$154.4K
Total income / additions$1.4M
Expenses & distributions
Benefits paid / distributions$769.9K
Total expenses$769.9K
Net increase / (decrease)$605.2K

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 Mertztown, 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

Mertztown market comparison

Largest plan share of assets67%Atlas Minerals & Chemicals, Inc. Employees 401(K) Savings Plan
Participants per plan18Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Mertztown

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

  1. 1
    Atlas Minerals & Chemicals, Inc. Employees 401(K) Savings Plan$5M
    Atlas Minerals & Chemicals, Inc. · 2023
  2. 2
    Atlas Minerals & Chemicals, Inc. - Union 401(K) Plan$2.5M
    Atlas Minerals & Chemicals, Inc · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages