Paoli, 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, Paoli, PA has 12 loaded benefit plan(s) reported by 10 plan sponsor(s), with $73,197,401 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 12
- Plan sponsors
- 10
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $73,197,401
- Total reported liabilities (EOY)
- $13,965
- Total reported net assets (EOY)
- $73,183,436
Contributions & income
- Employer contributions
- $2,096,178
- Participant contributions
- $3,987,426
- Total income / additions
- $15,716,213
Expenses & distributions
- Benefits paid / distributions
- $5,984,093
- Total expenses
- $6,247,639
- Net increase / (decrease)
- $9,468,574
Coverage
- Total reported participants
- 3,501
- Plans with financial statements
- 8
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Paoli, 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 |
|---|---|---|---|
| Remed Holdings, LLC And Affiliated Companies 401(K) Plan | Remed Holdings, LLC | $29,067,808 | 2023 |
| Turn 5, Inc 401(K) Plan | Turn 5, Inc | $18,483,441 | 2023 |
| Zeus Fire & Security Retirement Plan | Zeus Fire And Security LLC | $17,665,585 | 2023 |
| J. Bard Mclean, Inc. 401k Profit Sharing Plan | J. Bard Mclean, Inc. | $5,264,744 | 2023 |
| Malvern Bancorp, Inc. Employee Stock Ownership Plan | Malvern Bank, National Association | $2,422,044 | 2023 |
| Carpedium Enterprises, Inc. 401k Profit Sharing Plan | Carpedium Enterprises, Inc. | $220,865 | 2023 |
| Malvern Bank National Association Group Health Benefit Plan | Malvern Bank, National Association | $49,794 | 2023 |
| 429 Enterprises Inc. Retirement Plan | 429 Enterprises Inc. | $23,120 | 2023 |
| Zeus Fire And Security LLC Employee Health And Welfare Benefits Plan | Zeus Fire And Security LLC | not reported in the loaded dataset | 2023 |
| Remed Recovery Care Centers Employee Benefits Plan | Remed Recovery Care Centers | not reported in the loaded dataset | 2023 |
| Duckduckgo, Inc. | Duck Duck Go, Inc. | not reported in the loaded dataset | 2023 |
| Turn 5, Inc. Employee Benefit Plan | Turn 5, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Paoli → · Paoli plans by participants → · Paoli plans with financial data → · Paoli plans with provider compensation → · $1B+ plans in Paoli →
Related Form 5500 pages
- All PA Form 5500 filings
- Remed Holdings, LLC And Affiliated Companies 401(K) Plan (plan 001)
- Remed Holdings, LLC — all reported plans
- Turn 5, Inc 401(K) Plan (plan 001)
- Turn 5, Inc — all reported plans
- Zeus Fire & Security Retirement Plan (plan 001)
- Zeus Fire And Security LLC — all reported plans
- J. Bard Mclean, Inc. 401k Profit Sharing Plan (plan 002)
- J. Bard Mclean, Inc. — all reported plans
- Malvern Bancorp, Inc. Employee Stock Ownership Plan (plan 005)
- Malvern Bank, National Association — all reported plans
- Carpedium Enterprises, Inc. 401k Profit Sharing Plan (plan 001)
- Carpedium Enterprises, Inc. — all reported plans
- Malvern Bank National Association Group Health Benefit Plan (plan 501)
- Malvern Bank, National Association — all reported plans
- 429 Enterprises Inc. Retirement Plan (plan 001)
- 429 Enterprises Inc. — all reported plans
- Zeus Fire And Security LLC Employee Health And Welfare Benefits Plan (plan 501)
- Remed Recovery Care Centers Employee Benefits Plan (plan 501)
- Remed Recovery Care Centers — all reported plans
- Duckduckgo, Inc. (plan 501)
- Duck Duck Go, Inc. — all reported plans
- Turn 5, Inc. Employee Benefit Plan (plan 505)
- Methodology
- Data sources