Plan5500

New Freedom, 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 Freedom, PA has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $27,521,103 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
3
Latest filing year
2023

What stands out in New Freedom

  • 5 loaded plans hold $27.5M in reported assets across 3 sponsors.
  • The largest, Crescent Industries, Inc. 401(K) Profit Sharing Plan, holds 36% of reported New Freedom plan assets.
  • Plans cover 724 participants — about 145 per plan.
  • 80% of loaded plans report full Schedule H/I financial statements.
  • 60% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$27.5MSummed across loaded plans$27,502,046
Total reported assets$27.5M$27,521,103
Total reported participants724
Total reported liabilities$19.1K$19,057

Reported net position

Reported assets = net assets + liabilities (summed)$27.5M total assets
Net assets$27.5MLiabilities$19.1K
Contributions & income
Employer contributions$375.6K
Participant contributions$1.2M
Total income / additions$5.7M
Expenses & distributions
Benefits paid / distributions$789.5K
Total expenses$890.7K
Net increase / (decrease)$4.8M

Data coverage

Plans with financial statements4 / 5 (80%)
Plans with provider compensation3 / 5 (60%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for New Freedom, 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.

Computed from loaded plans

New Freedom market comparison

Largest plan share of assets36%Crescent Industries, Inc. 401(K) Profit Sharing Plan
Participants per plan145Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in New Freedom

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Crescent Industries, Inc. 401(K) Profit Sharing Plan$10M
    Crescent Industries, Inc. · 2023
  2. 2
    Crescent Industries Employee Stock Ownership Plan$6.7M
    Crescent Industries, Inc. · 2023
  3. 3
    Oakworks, Inc. 401(K) Profit Sharing Plan$6.1M
    Oakworks, Inc. · 2023
  4. 4
    Gemcraft Homes Inc 401(K) Plan$4.8M
    Gemcraft Homes Inc · 2023
  5. 5
    Crescent Industries Employee Benefit Plannot reported in the loaded dataset
    Crescent Industries, Inc. · 2023

Largest plans in New Freedom → · New Freedom plans by participants → · New Freedom plans with financial data → · New Freedom plans with provider compensation → · $1B+ plans in New Freedom →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for New Freedom, PA?
5 plan(s) reported by 3 sponsor(s) are loaded for New Freedom, PA.

Related Form 5500 pages