Plan5500

Mount. Joy, 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, Mount. Joy, PA has 24 loaded benefit plan(s) reported by 13 plan sponsor(s), with $124,212,700 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
24
Plan sponsors
13
Latest filing year
2023

What stands out in Mount. Joy

  • 24 loaded plans hold $124.2M in reported assets across 13 sponsors.
  • The largest, Phoenix Packaging, Inc. 401(K) Plan, holds 1% of reported Mount. Joy plan assets.
  • Plans cover 4,052 participants — about 169 per plan.
  • 54% of loaded plans report full Schedule H/I financial statements.
  • 58% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$123.9MSummed across loaded plans$123,940,038
Total reported assets$124.2M$124,212,700
Total reported participants4.1K4,052
Total reported liabilities$272.7K$272,662

Reported net position

Reported assets = net assets + liabilities (summed)$124.2M total assets
Net assets$123.9MLiabilities$272.7K
Contributions & income
Employer contributions$5.2M
Participant contributions$6.3M
Total income / additions$31.9M
Expenses & distributions
Benefits paid / distributions$17.3M
Total expenses$18.7M
Net increase / (decrease)$13.2M

Data coverage

Plans with financial statements13 / 24 (54%)
Plans with provider compensation14 / 24 (58%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Mount. Joy, 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

Mount. Joy market comparison

Largest plan share of assets1%Phoenix Packaging, Inc. 401(K) Plan
Participants per plan169Average across loaded plans
Plan sponsors13
Ranked by reported assets

Largest loaded plans in Mount. Joy

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

  1. 1
    Phoenix Packaging, Inc. 401(K) Plan$1.3M
    Phoenix Packaging, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Mount. Joy, PA?
24 plan(s) reported by 13 sponsor(s) are loaded for Mount. Joy, PA.

Related Form 5500 pages