Port Carbon, 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, Port Carbon, PA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $986,239 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 1
- Plan sponsors
- 1
- Latest filing year
- 2023
What stands out in Port Carbon
- 1 loaded plans hold $986.2K in reported assets across 1 sponsors.
- The largest, New Penn Equipment Corporation Tax-Favored Savings Plan, holds 100% of reported Port Carbon plan assets.
- Plans cover 17 participants — about 17 per plan.
- 100% of loaded plans report full Schedule H/I financial statements.
- report Schedule C provider compensation.
Reported financial aggregate
Reported net position
Data coverage
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Port Carbon, 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.
Port Carbon market comparison
Largest loaded plans in Port Carbon
Bars show each plan's reported end-of-year assets relative to the largest.
- 1
Largest plans in Port Carbon → · Port Carbon plans by participants → · Port Carbon plans with financial data → · Port Carbon plans with provider compensation → · $1B+ plans in Port Carbon →
Frequently asked questions
- How many Form 5500 benefit plans are loaded for Port Carbon, PA?
- 1 plan(s) reported by 1 sponsor(s) are loaded for Port Carbon, PA.