Plan5500

Pen Argyl, 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, Pen Argyl, PA has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $30,674,094 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
2
Latest filing year
2023

What stands out in Pen Argyl

  • 4 loaded plans hold $30.7M in reported assets across 2 sponsors.
  • The largest, H. A. Berkheimer, Inc. Retirement Plan, holds 87% of reported Pen Argyl plan assets.
  • Plans cover 1,456 participants — about 364 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$30.7MSummed across loaded plans$30,674,094
Total reported assets$30.7M$30,674,094
Total reported participants1.5K1,456
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$30.7M total assets
Net assets$30.7MLiabilities$0
Contributions & income
Employer contributions$697.9K
Participant contributions$2M
Total income / additions$6.6M
Expenses & distributions
Benefits paid / distributions$1.6M
Total expenses$1.7M
Net increase / (decrease)$4.9M

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation2 / 4 (50%)

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

Pen Argyl market comparison

Largest plan share of assets87%H. A. Berkheimer, Inc. Retirement Plan
Participants per plan364Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Pen Argyl

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

  1. 1
    H. A. Berkheimer, Inc. Retirement Plan$26.6M
    H.A. Berkheimer, Inc. · 2023
  2. 2
    Techo-Bloc Corp 401(K) Profit Sharing Plan And Trust$4.1M
    Techo-Bloc Corp · 2023
  3. 3
    H.A. Berkheimer, Inc. Employee Benefits Plannot reported in the loaded dataset
    H. A. Berkheimer, Inc. · 2023
  4. 4
    Techo-Bloc Corp. Group Health Plannot reported in the loaded dataset
    Techo-Bloc Corp · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages