Mount Union, 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 Union, PA has 5 loaded benefit plan(s) reported by 2 plan sponsor(s), with $30,043,379 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 5
- Plan sponsors
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $30,043,379
- Total reported liabilities (EOY)
- $7,484
- Total reported net assets (EOY)
- $30,035,895
Contributions & income
- Employer contributions
- $1,329,554
- Participant contributions
- $1,494,754
- Total income / additions
- $7,844,338
Expenses & distributions
- Benefits paid / distributions
- $18,691,629
- Total expenses
- $18,827,446
- Net increase / (decrease)
- -$10,983,108
Coverage
- Total reported participants
- 1,252
- Plans with financial statements
- 4
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Mount Union, 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 |
|---|---|---|---|
| Bonney Forge Corp Deferred Profit Sharing Plan | Bonney Forge Corp | $20,066,823 | 2023 |
| Ifc Services 401(K) Profit Sharing Plan | Ifc Services, Inc. | $5,651,390 | 2023 |
| Bonney Forge Corp Deferred Profit Sharing Plan For Bargaining Unit Employees | Bonney Forge Corp | $3,361,755 | 2023 |
| Bonney Forge Corp. Pension Plan For Employees Of Huntingdon Machine Usw Local 6521 | Bonney Forge Corporation | $963,411 | 2023 |
| Bonney Forge Corporation Employee Benefit Plan | Bonney Forge Corporation | not reported in the loaded dataset | 2023 |
Largest plans in Mount Union → · Mount Union plans by participants → · Mount Union plans with financial data → · Mount Union plans with provider compensation → · $1B+ plans in Mount Union →
Related Form 5500 pages
- All PA Form 5500 filings
- Bonney Forge Corp Deferred Profit Sharing Plan (plan 001)
- Bonney Forge Corp — all reported plans
- Ifc Services 401(K) Profit Sharing Plan (plan 001)
- Ifc Services, Inc. — all reported plans
- Bonney Forge Corp Deferred Profit Sharing Plan For Bargaining Unit Employees (plan 003)
- Bonney Forge Corp. Pension Plan For Employees Of Huntingdon Machine Usw Local 6521 (plan 002)
- Bonney Forge Corporation Employee Benefit Plan (plan 501)
- Methodology
- Data sources