Muncy, 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, Muncy, PA has 11 loaded benefit plan(s) reported by 7 plan sponsor(s), with $56,548,993 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 11
- Plan sponsors
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $56,548,993
- Total reported liabilities (EOY)
- $30,283
- Total reported net assets (EOY)
- $56,518,710
Contributions & income
- Employer contributions
- $1,338,630
- Participant contributions
- $4,216,056
- Total income / additions
- $12,684,831
Expenses & distributions
- Benefits paid / distributions
- $9,919,622
- Total expenses
- $10,371,416
- Net increase / (decrease)
- $2,313,415
Coverage
- Total reported participants
- 2,995
- Plans with financial statements
- 7
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Muncy, 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 |
|---|---|---|---|
| Alexander Family Dealerships 401(K) Profit Sharing Plan | Blaise Alexander Management, Inc. | $27,176,019 | 2023 |
| Muncy Homes, Inc. 401(K) Plan | Muncy Homes, Inc. | $8,820,723 | 2023 |
| Tura 401(K) Plan | Tura, Inc. | $8,084,205 | 2023 |
| The Muncy Bank & Trust Company 401(K) Plan | The Muncy Bank & Trust Company | $5,634,119 | 2023 |
| Families United Network 401(K) Plan | Families United Network | $4,073,137 | 2023 |
| Data Papers, Inc. Employee Stock Ownership Plan | Data Papers, Inc. | $1,913,090 | 2023 |
| Rogers Huber & Assoc 401(K) Plan | Rogers Huber & Assoc | $847,700 | 2023 |
| Families United Network Inc. Welfare Benefit Plan | Families United Network Inc. | not reported in the loaded dataset | 2023 |
| The Muncy Bank And Trust Company Employee Benefit Plan | The Muncy Bank & Trust Company | not reported in the loaded dataset | 2023 |
| Muncy Homes Inc & Affiliates Group Health Plan | Muncy Homes, Inc | not reported in the loaded dataset | 2023 |
| Blaise Alexander Management, Inc. Employee Benefit Plan | Blaise Alexander Management Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Muncy → · Muncy plans by participants → · Muncy plans with financial data → · Muncy plans with provider compensation → · $1B+ plans in Muncy →
Related Form 5500 pages
- All PA Form 5500 filings
- Alexander Family Dealerships 401(K) Profit Sharing Plan (plan 001)
- Blaise Alexander Management, Inc. — all reported plans
- Muncy Homes, Inc. 401(K) Plan (plan 001)
- Muncy Homes, Inc. — all reported plans
- Tura 401(K) Plan (plan 002)
- Tura, Inc. — all reported plans
- The Muncy Bank & Trust Company 401(K) Plan (plan 002)
- The Muncy Bank & Trust Company — all reported plans
- Families United Network 401(K) Plan (plan 002)
- Families United Network — all reported plans
- Data Papers, Inc. Employee Stock Ownership Plan (plan 003)
- Data Papers, Inc. — all reported plans
- Rogers Huber & Assoc 401(K) Plan (plan 002)
- Rogers Huber & Assoc — all reported plans
- Families United Network Inc. Welfare Benefit Plan (plan 501)
- The Muncy Bank And Trust Company Employee Benefit Plan (plan 501)
- Muncy Homes Inc & Affiliates Group Health Plan (plan 574)
- Blaise Alexander Management, Inc. Employee Benefit Plan (plan 501)
- Methodology
- Data sources