Plan5500

Ottsville, 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, Ottsville, PA has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $8,911,699 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

What stands out in Ottsville

  • 2 loaded plans hold $8.9M in reported assets across 1 sponsors.
  • The largest, Wehrung'S Lumber & Home Center, Inc. Profit Sharing Plan, holds 100% of reported Ottsville plan assets.
  • Plans cover 378 participants — about 189 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.9MSummed across loaded plans$8,885,498
Total reported assets$8.9M$8,911,699
Total reported participants378
Total reported liabilities$26.2K$26,201

Reported net position

Reported assets = net assets + liabilities (summed)$8.9M total assets
Net assets$8.9MLiabilities$26.2K
Contributions & income
Employer contributions$223.7K
Participant contributions$764.8K
Total income / additions$2.2M
Expenses & distributions
Benefits paid / distributions$539.3K
Total expenses$601.7K
Net increase / (decrease)$1.6M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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

Ottsville market comparison

Largest plan share of assets100%Wehrung'S Lumber & Home Center, Inc. Profit Sharing Plan
Participants per plan189Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Ottsville

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

  1. 1
    Wehrung'S Lumber & Home Center, Inc. Profit Sharing Plan$8.9M
    Wehrung'S Lumber & Home Center, Inc. · 2023
  2. 2
    Wehrung'S Lumber & Home Center, Incnot reported in the loaded dataset
    Wehrung'S Lumber & Home Center, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Ottsville, PA?
2 plan(s) reported by 1 sponsor(s) are loaded for Ottsville, PA.

Related Form 5500 pages