Myerstown, 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, Myerstown, PA has 11 loaded benefit plan(s) reported by 7 plan sponsor(s), with $73,849,739 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)
$73,849,739
Total reported liabilities (EOY)
$285,283
Total reported net assets (EOY)
$73,564,456

Contributions & income

Employer contributions
$4,415,815
Participant contributions
$3,699,851
Total income / additions
$18,872,982

Expenses & distributions

Benefits paid / distributions
$7,691,583
Total expenses
$9,136,888
Net increase / (decrease)
$9,736,094

Coverage

Total reported participants
2,043
Plans with financial statements
8
Plans with provider compensation
8

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

Largest loaded plans in Myerstown, PA
PlanSponsorReported assets (EOY)Year
Dutch Valley Food Distributors, Inc. 401(K) PlanDutch Valley Food Distributors, Inc.$21,213,5092023
Farmer Boy Ag, Inc. 401(K) Profit Sharing PlanFarmer Boy Ag, Inc.$19,829,2592023
Wengers Of Myerstown 401(K) Thrift PlanWengers Of Myerstown$14,998,2932023
Stoneridge Retirement Living Communities 401k PlanStoneridge Retirement Living Communities$12,166,5182023
A.H. Moyer, Inc. 401(K) Profit Sharing PlanA.H. Moyer, Inc.$5,182,6322023
C.M. High, Inc. Group Health PlanC.M. High, Inc.$332,0872023
Daedalus Investments LLC Employee Benefit PlanDaedalus Investments LLC$104,9372023
A.H. Moyer, Inc. Employee Benefit PlanA.H. Moyer, Inc.$22,5042023
Dutch Valley Food Distributors, Inc. Employee Benefits PlanDutch Valley Food Distributors, Inc.not reported in the loaded dataset2023
Stoneridge Retirement Living Communities, Inc. Health And Welfare Benefit PlanStoneridge Retirement Living Communities, Inc.not reported in the loaded dataset2023
Farmer Boy Ag, Inc. Basic Life And AddFarmer Boy Ag, Inc.not reported in the loaded dataset2023

Related Form 5500 pages