Nazareth, 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, Nazareth, PA has 19 loaded benefit plan(s) reported by 13 plan sponsor(s), with $136,941,061 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
19
Plan sponsors
13
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$136,941,061
Total reported liabilities (EOY)
$375,748
Total reported net assets (EOY)
$136,565,313

Contributions & income

Employer contributions
$7,186,266
Participant contributions
$5,125,987
Total income / additions
$32,438,588

Expenses & distributions

Benefits paid / distributions
$17,013,408
Total expenses
$19,167,249
Net increase / (decrease)
$13,271,339

Coverage

Total reported participants
2,953
Plans with financial statements
16
Plans with provider compensation
9

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Nazareth, 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 Nazareth, PA
PlanSponsorReported assets (EOY)Year
C. F. Martin & Co., Inc. 401(K) PlanC. F. Martin &Amp; Co. Inc.$66,097,0882023
C. F. Martin & Co., Inc. 401(K) Plan For Hourly EmployeesC. F. Martin & Co., Inc.$37,765,5172023
Asgco Manufacturing, Inc. 401(K) Profit Sharing PlanAsgco Manufacturing, Inc.$13,057,2972023
Fidelity Profit Sharing Retirement PlanToss Machine Components Inc$9,351,3342023
Morningstar Senior Living 401(K) PlanMorningstar Senior Living, Inc.$8,294,6902023
Morningstar Senior Living, Inc. Group Health PlanMorningstar Senior Living, Inc.$830,0962023
Greenell Corporation Employee Benefit PlanGreenell Corporation$539,0082023
Asgco Manufacturing, Inc. Group Medical PlanAsgco Manufacturing, Inc.$436,7892023
Life After Forty Inc. Retirement PlanLife After Forty Inc.$220,0332023
Farrell Five Corporation 401(K) Profit Sharing PlanFarrell Five Corporation$185,1522023
Biechy Bins Inc. Retirement PlanBiechy Bins Inc.$125,0002023
Everson Tesla, Inc. Group Medical PlanEverson Tesla, Inc.$38,1512023
Salon Transitions 401(K) Profit Sharing Plan & TrustSalon Transitions$5512023
Cahill Business Group Inc. Retirement PlanCahill Business Group Inc.$3552023
True North Performance Advisors, Inc. Retirement PlanTrue North Performance Advisors, Inc.$02023
Asgco Manufacturing, Inc. Employee Benefit PlanAsgco Manufacturing, Inc.not reported in the loaded dataset2023
C.F. Martin & Co., Inc. Health & Welfare Benefit PlanC.F. Martin & Co., Inc.not reported in the loaded dataset2023
Morningstar Senior Living, Inc. Employee Benefits PlanMoringstar Senior Living, Inc.not reported in the loaded dataset2023
Employee Health Plan Of Djd Fitness Nazareth IncDjd Fitness Nazareth Incnot reported in the loaded dataset2023

Related Form 5500 pages