Plan5500

Perkiomenville, 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, Perkiomenville, PA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $2,678,961 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
2
Latest filing year
2023

What stands out in Perkiomenville

  • 2 loaded plans hold $2.7M in reported assets across 2 sponsors.
  • The largest, Whitetail Disposal, Inc 401(K) Plan, holds 70% of reported Perkiomenville plan assets.
  • Plans cover 271 participants — about 136 per plan.
  • 100% 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$2.7MSummed across loaded plans$2,678,961
Total reported assets$2.7M$2,678,961
Total reported participants271
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.7M total assets
Net assets$2.7MLiabilities$0
Contributions & income
Employer contributions$247.5K
Participant contributions$460K
Total income / additions$1M
Expenses & distributions
Benefits paid / distributions$266.9K
Total expenses$269.8K
Net increase / (decrease)$735.8K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Perkiomenville market comparison

Largest plan share of assets70%Whitetail Disposal, Inc 401(K) Plan
Participants per plan136Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Perkiomenville

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

  1. 1
    Whitetail Disposal, Inc 401(K) Plan$1.9M
    Whitetail Disposal, Inc · 2023
  2. 2
    T.B. Lamb Enterprises, Inc. Profit Sharing Plan$800.7K
    T.B. Lamb Enterprises, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages