Newtown Square, 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, Newtown Square, PA has 52 loaded benefit plan(s) reported by 34 plan sponsor(s), with $29,834,900,511 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 52
- Plan sponsors
- 34
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $29,834,900,511
- Total reported liabilities (EOY)
- $620,995,342
- Total reported net assets (EOY)
- $29,213,905,169
Contributions & income
- Employer contributions
- $2,014,156,675
- Participant contributions
- $642,833,615
- Total income / additions
- $6,096,190,706
Expenses & distributions
- Benefits paid / distributions
- $2,370,243,431
- Total expenses
- $2,468,571,733
- Net increase / (decrease)
- $3,627,618,973
Coverage
- Total reported participants
- 213,017
- Plans with financial statements
- 31
- Plans with provider compensation
- 24
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Newtown Square, 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 |
|---|---|---|---|
| National Elevator Industry Pension Plan | National Elevator Industry Pension Plan Plan Board Of Trustees | $11,224,377,797 | 2023 |
| Sap America, Inc. 401(K) Plan | Sap America, Inc. | $7,535,277,617 | 2023 |
| Elevator Constructors Annuity And 401(K) Retirement Plan | Bd Of Trustees Of The Elev Constu Annuity And 401k Ret Plan | $6,323,576,455 | 2023 |
| National Elevator Industry Health Benefit Plan | National Elevator Industry Health Benefit Plan Board Of Trustees | $3,148,959,571 | 2023 |
| Amerihealth Caritas 401(K) Plan | Amerihealth Caritas Services, LLC | $841,492,465 | 2023 |
| Amerihealth Caritas Pension Plan | Amerihealth Caritas Services, LLC | $186,330,235 | 2023 |
| Premier Orthopaedic And Sports Medicine Associates Ltd. 401k Profit Sharing Plan | Premier Orthopaedic And Sports Medicine Associates, Ltd. | $93,159,038 | 2023 |
| Project Management Institute Employee Savings Plan | Project Management Institute, Inc. | $85,600,646 | 2023 |
| Supplyone 401(K) Plan | Supplyone, Inc. | $85,086,428 | 2023 |
| Equus Capital Partners, Ltd. 401(K) Savings Plan | Equus Capital Partners, Ltd. | $60,957,589 | 2023 |
| The Episcopal Academy 403(B) Defined Contribution Retirement Plan | The Episcopal Academy | $51,389,706 | 2023 |
| The Episcopal Academy 401(A) Defined Contribution Retirement Plan | The Episcopal Academy | $37,412,529 | 2023 |
| Boiron, Inc Profit Sharing & 401(K) Plan | Boiron, Inc | $26,365,874 | 2023 |
| National Elevator Industry Fund Office Employees 401(K) Plan | National Elevator Industry Office Employees Pension Plan | $21,585,276 | 2023 |
| Dunwoody Village 403(B)Plan | Dunwoody Village Inc. | $18,999,305 | 2023 |
| Delaware County Christian School 403(B) Retirement Plan | Delaware County Christian School | $16,920,895 | 2023 |
| Graham Partners 401(K) Retirement Savings Plan | Graham Partners, Inc. | $14,375,096 | 2023 |
| Gmh Associates, Inc. 401k Plan | Gmh Associates, Inc. | $10,387,992 | 2023 |
| National Elevator Industry Fund Office Employees Defined Benefit Pension Plan | National Elevator Industry Fund Office Employees Db Pension Plan | $9,630,358 | 2023 |
| Rds Enterprises LLC Dba Porsche Of The Main Line 401(K) Plan | Rds Enterprises LLC Dba Porsche Of The Main Line | $8,882,256 | 2023 |
| White Horse Village Inc. 403(B) Pension Plan | White Horse Village Inc. | $8,506,960 | 2023 |
| Delmont Utilities, Inc. 401(K) Profit Sharing Plan | Delmont Utilities, Inc. | $8,275,712 | 2023 |
| Mudgil Eye Associates P C 401(K) Profit Sharing Plan & Trust | Mudgil Eye Associates P C | $4,979,576 | 2023 |
| Xanitos Inc. 401k Profit Sharing Plan And Trust | Xanitos Inc. | $4,840,423 | 2023 |
| Frank C. Videon, Inc. Employee Benefit Plan | Frank C. Videon, Inc. | $4,161,855 | 2023 |
Largest plans in Newtown Square → · Newtown Square plans by participants → · Newtown Square plans with financial data → · Newtown Square plans with provider compensation → · $1B+ plans in Newtown Square →
Related Form 5500 pages
- All PA Form 5500 filings
- National Elevator Industry Pension Plan (plan 001)
- National Elevator Industry Pension Plan Plan Board Of Trustees — all reported plans
- Sap America, Inc. 401(K) Plan (plan 001)
- Sap America, Inc. — all reported plans
- Elevator Constructors Annuity And 401(K) Retirement Plan (plan 001)
- Bd Of Trustees Of The Elev Constu Annuity And 401k Ret Plan — all reported plans
- National Elevator Industry Health Benefit Plan (plan 501)
- National Elevator Industry Health Benefit Plan Board Of Trustees — all reported plans
- Amerihealth Caritas 401(K) Plan (plan 001)
- Amerihealth Caritas Services, LLC — all reported plans
- Amerihealth Caritas Pension Plan (plan 002)
- Premier Orthopaedic And Sports Medicine Associates Ltd. 401k Profit Sharing Plan (plan 001)
- Premier Orthopaedic And Sports Medicine Associates, Ltd. — all reported plans
- Project Management Institute Employee Savings Plan (plan 003)
- Project Management Institute, Inc. — all reported plans
- Supplyone 401(K) Plan (plan 001)
- Supplyone, Inc. — all reported plans
- Equus Capital Partners, Ltd. 401(K) Savings Plan (plan 001)
- Equus Capital Partners, Ltd. — all reported plans
- The Episcopal Academy 403(B) Defined Contribution Retirement Plan (plan 002)
- The Episcopal Academy — all reported plans
- The Episcopal Academy 401(A) Defined Contribution Retirement Plan (plan 003)
- Boiron, Inc Profit Sharing & 401(K) Plan (plan 001)
- Boiron, Inc — all reported plans
- National Elevator Industry Fund Office Employees 401(K) Plan (plan 001)
- National Elevator Industry Office Employees Pension Plan — all reported plans
- Dunwoody Village 403(B)Plan (plan 003)
- Dunwoody Village Inc. — all reported plans
- Methodology
- Data sources