Norristown, 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, Norristown, PA has 21 loaded benefit plan(s) reported by 15 plan sponsor(s), with $100,233,929 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 21
- Plan sponsors
- 15
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $100,233,929
- Total reported liabilities (EOY)
- $339,432
- Total reported net assets (EOY)
- $99,894,497
Contributions & income
- Employer contributions
- $3,625,615
- Participant contributions
- $11,699,262
- Total income / additions
- $32,009,879
Expenses & distributions
- Benefits paid / distributions
- $24,991,986
- Total expenses
- $26,077,598
- Net increase / (decrease)
- $5,932,281
Coverage
- Total reported participants
- 8,671
- Plans with financial statements
- 15
- Plans with provider compensation
- 9
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Norristown, 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 |
|---|---|---|---|
| The Tustin Group 401(K) Retirement | Tustin Mechanical Services | $21,012,082 | 2023 |
| Mro Corporation 401(K) Plan | Mro Corporation | $20,851,037 | 2023 |
| Gaudenzia 403b Plan | Gaudenzia, Inc. | $17,274,460 | 2023 |
| Montgomery County Mh/Mr Emergency Service Retirement Plan | Montgomery County Emergency Service | $12,266,964 | 2023 |
| The Pathway School Defined Contribution Retirement Plan | The Pathway School | $11,388,074 | 2023 |
| Accord Health Service, Inc. 401(K) Plan | Accord Health Service, Inc. | $9,962,579 | 2023 |
| In-Speck Corporation Profit Sharing Plan | In-Speck Corporation | $2,460,207 | 2023 |
| Rebbakin Inc. Retirement Plan | Rebbakin Inc. | $2,408,540 | 2023 |
| Morrow, Tompkins, Trueblood & Lefevre, LLC 401(K) Plan | Morrow, Tompkins, Trueblood & Lefevre, LLC | $1,058,819 | 2023 |
| Pauter Enterprises, Inc. Retirement Plan | Pauter Enterprises, Inc. | $932,313 | 2023 |
| Aranco Productions Inc Retirement Plan | Aranco Productions, Inc. | $323,717 | 2023 |
| El Group Inc. Retirement Plan | El Group Inc. | $192,343 | 2023 |
| Montgomery County Mh-Mr Emergency Service Group Medical Plan | Montgomery County Emergency Services, Inc. | $80,676 | 2023 |
| Trucare Home Services Employee Benefit Plan Trust | Trucare Home Services, Inc | $22,118 | 2023 |
| Metropolitan Veterinary Associates, Inc. Profit Sharing Plan | Metropolitan Veterinary Associates, Inc. | $0 | 2023 |
| Central Behavioral Health - Health And Welfare Benefit Plan | Central Behavioral Health | not reported in the loaded dataset | 2023 |
| Gaudenzia, Inc. Employee Benefits Plan | Gaudenzia, Inc. | not reported in the loaded dataset | 2023 |
| Metropolitan Veterinary Associates, Inc. Employee Benefits Plan | Metropolitan Veterinary Associates, Inc. | not reported in the loaded dataset | 2023 |
| Mro Corporation Benefits Plan | Mro Corporation | not reported in the loaded dataset | 2023 |
| The Tustin Group, LLC Health & Welfare Plan | The Tustin Group, LLC | not reported in the loaded dataset | 2023 |
| Montgomery County Emergency Service Health Insurance Plan | Montgomery County Emergency Service | not reported in the loaded dataset | 2023 |
Largest plans in Norristown → · Norristown plans by participants → · Norristown plans with financial data → · Norristown plans with provider compensation → · $1B+ plans in Norristown →
Related Form 5500 pages
- All PA Form 5500 filings
- The Tustin Group 401(K) Retirement (plan 001)
- Tustin Mechanical Services — all reported plans
- Mro Corporation 401(K) Plan (plan 001)
- Mro Corporation — all reported plans
- Gaudenzia 403b Plan (plan 001)
- Gaudenzia, Inc. — all reported plans
- Montgomery County Mh/Mr Emergency Service Retirement Plan (plan 003)
- Montgomery County Emergency Service — all reported plans
- The Pathway School Defined Contribution Retirement Plan (plan 001)
- The Pathway School — all reported plans
- Accord Health Service, Inc. 401(K) Plan (plan 001)
- Accord Health Service, Inc. — all reported plans
- In-Speck Corporation Profit Sharing Plan (plan 001)
- In-Speck Corporation — all reported plans
- Rebbakin Inc. Retirement Plan (plan 001)
- Rebbakin Inc. — all reported plans
- Morrow, Tompkins, Trueblood & Lefevre, LLC 401(K) Plan (plan 001)
- Morrow, Tompkins, Trueblood & Lefevre, LLC — all reported plans
- Pauter Enterprises, Inc. Retirement Plan (plan 001)
- Pauter Enterprises, Inc. — all reported plans
- Aranco Productions Inc Retirement Plan (plan 001)
- Aranco Productions, Inc. — all reported plans
- El Group Inc. Retirement Plan (plan 001)
- El Group Inc. — all reported plans
- Montgomery County Mh-Mr Emergency Service Group Medical Plan (plan 503)
- Trucare Home Services Employee Benefit Plan Trust (plan 505)
- Trucare Home Services, Inc — all reported plans
- Metropolitan Veterinary Associates, Inc. Profit Sharing Plan (plan 001)
- Metropolitan Veterinary Associates, Inc. — all reported plans
- Methodology
- Data sources