Philadlephia, 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, Philadlephia, PA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $37,523,159 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
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $37,523,159
- Total reported liabilities (EOY)
- $29,401
- Total reported net assets (EOY)
- $37,493,758
Contributions & income
- Employer contributions
- $2,492,562
- Participant contributions
- $1,046,475
- Total income / additions
- $8,467,237
Expenses & distributions
- Benefits paid / distributions
- $3,148,302
- Total expenses
- $4,130,673
- Net increase / (decrease)
- $4,336,564
Coverage
- Total reported participants
- 4,838
- Plans with financial statements
- 2
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Philadlephia, 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 |
|---|---|---|---|
| United Steelworkers Local 286 Severance/401 (K) Plan | United Steelworkers Local 286 Severance/ 401(K) Plan | $37,199,561 | 2023 |
| Iupat District Council 21 Ralph Williams Scholarship Fund | Iupat District Council 21 Ralph Williams Scholarship Fund | $323,598 | 2023 |
Largest plans in Philadlephia → · Philadlephia plans by participants → · Philadlephia plans with financial data → · Philadlephia plans with provider compensation → · $1B+ plans in Philadlephia →
Related Form 5500 pages
- All PA Form 5500 filings
- United Steelworkers Local 286 Severance/401 (K) Plan (plan 002)
- United Steelworkers Local 286 Severance/ 401(K) Plan — all reported plans
- Iupat District Council 21 Ralph Williams Scholarship Fund (plan 501)
- Iupat District Council 21 Ralph Williams Scholarship Fund — all reported plans
- Methodology
- Data sources