Plan5500

Montrose, 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, Montrose, PA has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $19,658,442 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
4
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$19.6MSummed across loaded plans$19,608,951
Total reported assets$19.7M$19,658,442
Total reported participants663
Total reported liabilities$49.5K$49,491

Reported net position

Reported assets = net assets + liabilities (summed)$19.7M total assets
Net assets$19.6MLiabilities$49.5K
Contributions & income
Employer contributions$2.3M
Participant contributions$1.8M
Total income / additions$6.5M
Expenses & distributions
Benefits paid / distributions$2.3M
Total expenses$2.3M
Net increase / (decrease)$4.2M

Data coverage

Plans with financial statements4 / 4 (100%)
Plans with provider compensation3 / 4 (75%)

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

Montrose market comparison

Largest plan share of assets69%Gassearch Drilling Services Corporation 401(K) Plan
Participants per plan166Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Montrose

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

  1. 1
    Gassearch Drilling Services Corporation 401(K) Plan$13.5M
    Coterra Energy Inc. · 2023
  2. 2
    Trehab 401(K) Profit Sharing Plan$3.5M
    Trehab · 2023
  3. 3
    Diaz Companies 401(K) Retirement Plan$2.7M
    Diaz Stone And Pallet Inc. · 2023
  4. 4
    Paultin, Inc. 401(K) Plan$0
    Paultin, Inc. · 2023

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

Related Form 5500 pages