Plymouth Meeting, 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, Plymouth Meeting, PA has 57 loaded benefit plan(s) reported by 43 plan sponsor(s), with $1,452,417,158 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
57
Plan sponsors
43
Latest filing year
2023

What stands out in Plymouth Meeting

  • 57 loaded plans hold $1.5B in reported assets across 43 sponsors.
  • The largest, Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund, holds 16% of reported Plymouth Meeting plan assets.
  • Plans cover 115,544 participants — about 2,027 per plan.
  • 72% of loaded plans report full Schedule H/I financial statements.
  • 60% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.4BSummed across loaded plans$1,442,258,913
Total reported assets$1.5B$1,452,417,158
Total reported participants115.5K115,544
Total reported liabilities$10.2M$10,158,245

Reported net position

Reported assets = net assets + liabilities (summed)$1.5B total assets
Net assets$1.4BLiabilities$10.2M
Contributions & income
Employer contributions$134.4M
Participant contributions$77.3M
Total income / additions$406.3M
Expenses & distributions
Benefits paid / distributions$218.8M
Total expenses$238.3M
Net increase / (decrease)$168.1M

Data coverage

Plans with financial statements41 / 57 (72%)
Plans with provider compensation34 / 57 (60%)

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

Plymouth Meeting market comparison

Largest plan share of assets16%Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund
Participants per plan2,027Average across loaded plans
Plan sponsors43
Ranked by reported assets

Largest loaded plans in Plymouth Meeting

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

  1. 1
    Ufcw Union & Participating Food Industry Tri-State Pension Fund · 2023
  2. 2
    United Anesthesia Services, P.C. · 2023
  3. 3
  4. 4
    Trustees Of Ufcw Local 1776 & Part Employers H & W Fund · 2023
  5. 5
    Ufcw Local 1776 & Participating Employer Retirement And Savings Plan · 2023
  6. 6
    Accolade, Inc. · 2023
  7. 7
  8. 8
    Ufcw Local 1776 & Participating Employer Pension Fund · 2023
  9. 9
    Trustees Of Susquehanna Laborers Combined Pension Fund · 2023
  10. 10
    Concerto Health Ai Solutions, Ll · 2023
  11. 11
    Shk Management, Inc. · 2023
  12. 12
  13. 13
  14. 14
    National Comprehensive Cancer Network · 2023
  15. 15
    Retinovitreous Associates, Ltd. · 2023
  16. 16
    Health Advocate Solutions, Inc. · 2023
  17. 17
    Harmony Biosciences LLC · 2023
  18. 18
    Board Of Trustees Of The Ufcw H&W Fund Of Ne Pa · 2023
  19. 19
    Danella Companies, Inc. · 2023
  20. 20
    Gemma Services · 2023
  21. 21
    Towne Park, LLC · 2023
  22. 22
    Progenyhealth, LLC · 2023
  23. 23
    Spray Products Corporation · 2023
  24. 24
    Aristacare At Meadow Springs, LLC · 2023
  25. 25
    Mac Capital Partners, Inc. · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Plymouth Meeting, PA?
57 plan(s) reported by 43 sponsor(s) are loaded for Plymouth Meeting, PA.

Related Form 5500 pages