Pine Grove, 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, Pine Grove, PA has 5 loaded benefit plan(s) reported by 2 plan sponsor(s), with $5,232,563 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 5
- Plan sponsors
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $5,232,563
- Total reported liabilities (EOY)
- $157,554
- Total reported net assets (EOY)
- $5,075,009
Contributions & income
- Employer contributions
- $1,658,960
- Participant contributions
- $588,989
- Total income / additions
- $3,062,264
Expenses & distributions
- Benefits paid / distributions
- $1,250,532
- Total expenses
- $1,945,638
- Net increase / (decrease)
- $1,116,626
Coverage
- Total reported participants
- 479
- Plans with financial statements
- 4
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Pine Grove, 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 |
|---|---|---|---|
| Pleasant Valley Homes 401(K) | Pleasant Valley Homes, Inc. | $2,747,677 | 2023 |
| Walter Stump Insurance Agency Money Purchase Pension Plan | Walter Stump Insurance Agency, LLC | $1,223,249 | 2023 |
| Walter Stump Insurance Agency Profit Sharing Plan | Walter Stump Insurance Agency, LLC | $924,631 | 2023 |
| Pleasant Valley Homes, Inc. Group Medical Plan | Pleasant Valley Homes, Inc | $337,006 | 2023 |
| Pleasant Valley Homes Employee Benefits Program | Pleasant Valley Homes, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Pine Grove → · Pine Grove plans by participants → · Pine Grove plans with financial data → · Pine Grove plans with provider compensation → · $1B+ plans in Pine Grove →
Related Form 5500 pages
- All PA Form 5500 filings
- Pleasant Valley Homes 401(K) (plan 001)
- Pleasant Valley Homes, Inc. — all reported plans
- Walter Stump Insurance Agency Money Purchase Pension Plan (plan 001)
- Walter Stump Insurance Agency, LLC — all reported plans
- Walter Stump Insurance Agency Profit Sharing Plan (plan 002)
- Pleasant Valley Homes, Inc. Group Medical Plan (plan 502)
- Pleasant Valley Homes Employee Benefits Program (plan 501)
- Methodology
- Data sources