New Castle, 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, New Castle, PA has 22 loaded benefit plan(s) reported by 17 plan sponsor(s), with $290,673,455 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 22
- Plan sponsors
- 17
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $290,673,455
- Total reported liabilities (EOY)
- $4,548,194
- Total reported net assets (EOY)
- $286,125,261
Contributions & income
- Employer contributions
- $43,300,194
- Participant contributions
- $15,822,092
- Total income / additions
- $106,149,490
Expenses & distributions
- Benefits paid / distributions
- $58,875,867
- Total expenses
- $62,633,180
- Net increase / (decrease)
- $43,516,310
Coverage
- Total reported participants
- 10,288
- Plans with financial statements
- 14
- Plans with provider compensation
- 11
Totals sum the latest loaded 2023 public Form 5500 filing per plan for New Castle, 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 |
|---|---|---|---|
| Ellwood Quality Steels Company 401(K) Savings Plan | Ellwood Quality Steels Company | $91,975,398 | 2023 |
| North American Dental Management, LLC 401(K) Plan | North American Dental Management, LLC | $61,689,528 | 2023 |
| Jameson Health System, Inc. 403(B) Plan | Upmc Jameson Health System, Inc. | $20,940,654 | 2023 |
| Teamsters #261 And Employers Welfare Fund | Teamsters 261 And Employers | $19,165,078 | 2023 |
| Preston Management, Inc. 401(K) Profit Sharing Plan | Preston Management, Inc. | $19,097,275 | 2023 |
| H. Bruce & Sons, Inc. 401(K) Retirement Plan | H. Bruce & Sons, Inc. | $18,548,365 | 2023 |
| Reed Oil Company 401(K) Profit Sharing Plan | Reed Oil Company | $15,473,520 | 2023 |
| Lawrence County Social Services, Inc. Retirement Plan | Lawrence County Social Services, Inc. | $15,413,792 | 2023 |
| 403(B) Thrift Plan Of Human Services Center | Human Services Center | $10,755,551 | 2023 |
| Live Events Holdings 401(K) Plan | Pyrotecnico Fireworks, Inc. | $7,293,567 | 2023 |
| Lcarc 401(K) Plan | Lawrence County Association For Responsible Care | $6,538,510 | 2023 |
| Don Services, Inc. 401(K) Profit Sharing Plan | Don Services, Inc. | $2,501,248 | 2023 |
| Harbor Steel, Inc. 401(K) Plan | Harbor Steel, Inc. | $1,151,019 | 2023 |
| Providence Tree Incorporated Retirement Plan | Providence Tree Incorporated | $129,950 | 2023 |
| Lawrence County Social Services Health And Welfare Benefit Plan | Lawrence County Social Services, Inc. | not reported in the loaded dataset | 2023 |
| Blair Strip Steel Company Employee Welfare Benefit Plan | Blair Strip Steel Company | not reported in the loaded dataset | 2023 |
| Berner International Corporation Health Reimbursement Arrangment | Berner International LLC | not reported in the loaded dataset | 2023 |
| Berner International Corporation Welfare Benefit Plan | Berner International LLC | not reported in the loaded dataset | 2023 |
| Steelite International Usa, Inc. Welfare Benefit Plan | Steelite International Usa, Inc. | not reported in the loaded dataset | 2023 |
| Ellwood Quality Steels Welfare Plan | Ellwood Quality Steels Company | not reported in the loaded dataset | 2023 |
| Preston Management, Inc. Group Insurance Plan | Preston Management, Inc. | not reported in the loaded dataset | 2023 |
| Don Services, Inc. Welfare Benefit Plan | Don Services, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in New Castle → · New Castle plans by participants → · New Castle plans with financial data → · New Castle plans with provider compensation → · $1B+ plans in New Castle →
Related Form 5500 pages
- All PA Form 5500 filings
- Ellwood Quality Steels Company 401(K) Savings Plan (plan 002)
- Ellwood Quality Steels Company — all reported plans
- North American Dental Management, LLC 401(K) Plan (plan 003)
- North American Dental Management, LLC — all reported plans
- Jameson Health System, Inc. 403(B) Plan (plan 004)
- Upmc Jameson Health System, Inc. — all reported plans
- Teamsters #261 And Employers Welfare Fund (plan 501)
- Teamsters 261 And Employers — all reported plans
- Preston Management, Inc. 401(K) Profit Sharing Plan (plan 001)
- Preston Management, Inc. — all reported plans
- H. Bruce & Sons, Inc. 401(K) Retirement Plan (plan 004)
- H. Bruce & Sons, Inc. — all reported plans
- Reed Oil Company 401(K) Profit Sharing Plan (plan 001)
- Reed Oil Company — all reported plans
- Lawrence County Social Services, Inc. Retirement Plan (plan 001)
- Lawrence County Social Services, Inc. — all reported plans
- 403(B) Thrift Plan Of Human Services Center (plan 002)
- Human Services Center — all reported plans
- Live Events Holdings 401(K) Plan (plan 002)
- Pyrotecnico Fireworks, Inc. — all reported plans
- Lcarc 401(K) Plan (plan 001)
- Lawrence County Association For Responsible Care — all reported plans
- Don Services, Inc. 401(K) Profit Sharing Plan (plan 001)
- Don Services, Inc. — all reported plans
- Harbor Steel, Inc. 401(K) Plan (plan 002)
- Harbor Steel, Inc. — all reported plans
- Providence Tree Incorporated Retirement Plan (plan 001)
- Providence Tree Incorporated — all reported plans
- Lawrence County Social Services Health And Welfare Benefit Plan (plan 501)
- Methodology
- Data sources