Plan5500

Oakdale, 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, Oakdale, PA has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $6,300,442 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
5
Latest filing year
2023

What stands out in Oakdale

  • 5 loaded plans hold $6.3M in reported assets across 5 sponsors.
  • The largest, Kehm Oil Co Profit Sharing Retirement Plan, holds 75% of reported Oakdale plan assets.
  • Plans cover 444 participants — about 89 per plan.
  • 80% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$6.3MSummed across loaded plans$6,300,442
Total reported assets$6.3M$6,300,442
Total reported participants444
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$6.3M total assets
Net assets$6.3MLiabilities$0
Contributions & income
Employer contributions$356.6K
Participant contributions$75.6K
Total income / additions$754K
Expenses & distributions
Benefits paid / distributions$226.5K
Total expenses$247K
Net increase / (decrease)$507.1K

Data coverage

Plans with financial statements4 / 5 (80%)
Plans with provider compensation0 / 5 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Oakdale, 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

Oakdale market comparison

Largest plan share of assets75%Kehm Oil Co Profit Sharing Retirement Plan
Participants per plan89Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Oakdale

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

  1. 1
    Kehm Oil Co Profit Sharing Retirement Plan$4.7M
    Kehm Oil Company · 2023
  2. 2
    Anthony Palmieri, Dmd Money Purchase Pension Plan$1.1M
    Anthony Palmieri, Dmd · 2023
  3. 3
    Grm Kontracting LLC 401(K) Profit Sharing Plan & Trust$463.3K
    Grm Kontracting LLC · 2023
  4. 4
    Vdza Enterprises Inc. Retirement Plan$0
    Vdza Enterprises Inc. · 2023
  5. 5
    Carepathrx Mso, LLCnot reported in the loaded dataset
    Carepathrx Mso, LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages