Middletown, 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, Middletown, PA has 15 loaded benefit plan(s) reported by 11 plan sponsor(s), with $213,400,660 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 15
- Plan sponsors
- 11
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $213,400,660
- Total reported liabilities (EOY)
- $21,706,137
- Total reported net assets (EOY)
- $191,694,523
Contributions & income
- Employer contributions
- $8,449,105
- Participant contributions
- $11,287,161
- Total income / additions
- $51,707,491
Expenses & distributions
- Benefits paid / distributions
- $16,843,279
- Total expenses
- $18,582,897
- Net increase / (decrease)
- $33,124,594
Coverage
- Total reported participants
- 4,073
- Plans with financial statements
- 11
- Plans with provider compensation
- 8
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Middletown, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Phoenix Contact Employee Investment Plan | Phoenix Contact Development And Manufacturing, Inc. | $143,690,238 | 2023 |
| Vizo Financial Corporate Credit Union 401(K) Plan | Vizo Financial Corporate Credit Union | $34,789,815 | 2023 |
| Advanced Conversion Technology, Inc. Profit Sharing Plan | Advanced Conversion Technology, Inc | $14,069,158 | 2023 |
| Phillips Managed Support Services, Inc. 401(K) Plan | Phillips Managed Support Srvcs | $9,562,779 | 2023 |
| Advanced Conversion Technology, Inc. Employee Stock Ownership Plan | Advanced Conversion Technology, Inc. | $4,831,046 | 2023 |
| Coin Wrap, Inc. 401(K) Plan | Coin Wrap, Inc. | $3,880,419 | 2023 |
| Pennsylvania Petroleum Association Profit Sharing Plan | Pennsylvania Petroleum Association, Inc. | $1,713,736 | 2023 |
| Icepts Technology Group, Inc. Employee Stock Ownership Plan | Icepts Technology Group, Inc. | $637,325 | 2023 |
| Hydroworx International, Inc. Employee Health Plan | Hydroworx International, Inc. | $142,623 | 2023 |
| Emka-Incorporated Employee Benefit Plan | Emka-Incorporated | $64,181 | 2023 |
| Brandfox, LLC Employee Benefit Plan | Brandfox, LLC | $19,340 | 2023 |
| Phillips Managed Support Services, Inc. Group Insurance Plan | Phillips Managed Support Services, Inc. | not reported in the loaded dataset | 2023 |
| Act Employee Benefits Plan | Advanced Conversion Technology, Inc | not reported in the loaded dataset | 2023 |
| Ibew Local 777 Health Plan | Ibew Local 777 | not reported in the loaded dataset | 2023 |
| Phoenix Contact, Inc. Welfare Benefit Plan | Phoenix Contact Development And Manufacturing, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Middletown → · Middletown plans by participants → · Middletown plans with financial data → · Middletown plans with provider compensation → · $1B+ plans in Middletown →
Related Form 5500 pages
- All PA Form 5500 filings
- Phoenix Contact Employee Investment Plan (plan 001)
- Phoenix Contact Development And Manufacturing, Inc. — all reported plans
- Vizo Financial Corporate Credit Union 401(K) Plan (plan 002)
- Vizo Financial Corporate Credit Union — all reported plans
- Advanced Conversion Technology, Inc. Profit Sharing Plan (plan 001)
- Advanced Conversion Technology, Inc — all reported plans
- Phillips Managed Support Services, Inc. 401(K) Plan (plan 001)
- Phillips Managed Support Srvcs — all reported plans
- Advanced Conversion Technology, Inc. Employee Stock Ownership Plan (plan 002)
- Coin Wrap, Inc. 401(K) Plan (plan 001)
- Coin Wrap, Inc. — all reported plans
- Pennsylvania Petroleum Association Profit Sharing Plan (plan 002)
- Pennsylvania Petroleum Association, Inc. — all reported plans
- Icepts Technology Group, Inc. Employee Stock Ownership Plan (plan 002)
- Icepts Technology Group, Inc. — all reported plans
- Hydroworx International, Inc. Employee Health Plan (plan 501)
- Hydroworx International, Inc. — all reported plans
- Emka-Incorporated Employee Benefit Plan (plan 501)
- Emka-Incorporated — all reported plans
- Brandfox, LLC Employee Benefit Plan (plan 501)
- Brandfox, LLC — all reported plans
- Phillips Managed Support Services, Inc. Group Insurance Plan (plan 501)
- Act Employee Benefits Plan (plan 501)
- Ibew Local 777 Health Plan (plan 501)
- Ibew Local 777 — all reported plans
- Phoenix Contact, Inc. Welfare Benefit Plan (plan 501)
- Methodology
- Data sources