Pottstown, 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, Pottstown, PA has 36 loaded benefit plan(s) reported by 28 plan sponsor(s), with $294,591,933 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 36
- Plan sponsors
- 28
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $294,591,933
- Total reported liabilities (EOY)
- $160,973
- Total reported net assets (EOY)
- $294,430,960
Contributions & income
- Employer contributions
- $8,439,691
- Participant contributions
- $10,089,995
- Total income / additions
- $58,923,764
Expenses & distributions
- Benefits paid / distributions
- $22,594,373
- Total expenses
- $25,631,919
- Net increase / (decrease)
- $33,291,845
Coverage
- Total reported participants
- 6,475
- Plans with financial statements
- 29
- Plans with provider compensation
- 15
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Pottstown, 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 |
|---|---|---|---|
| The Hill School Defined Contribution Retirement Plan | The Hill School | $63,768,544 | 2023 |
| Pottstown Memorial Medical Center Retirement Income Plan | Pmmc Over Liquidation, LLC | $57,166,974 | 2023 |
| Diamond Credit Union 401(K) Plan And Trust | Diamond Credit Union | $32,654,331 | 2023 |
| Tpd 401(K) Plan | Traffic Planning And Design Inc. | $28,974,682 | 2023 |
| Pottstown Medical Specialists, Inc Profit Sharing 401k Plan | Pottstown Medical Specialists, Inc | $27,287,323 | 2023 |
| Venezia Transport Service, Inc. Savings And Protection Plan | Venezia Transport Services, Inc. | $20,384,273 | 2023 |
| Sager & Sager Associates Profit Sharing Plan | Sager & Sager Associates | $16,569,502 | 2023 |
| Vari Corporation 401(K) Plan | Vari Corporation | $15,404,576 | 2023 |
| Creative Health Services, Inc. 401(K) & Profit Sharing Plan | Creative Health Services, Inc | $7,005,712 | 2023 |
| Community Health & Dental 401(K) Plan | Community Health & Dental Care, | $4,658,389 | 2023 |
| O'Donnell, Weiss & Mattei, P.C. Salary Savings Plan | O'Donnell, Weiss & Mattei, P.C. | $4,450,755 | 2023 |
| Sly Fox Hospitality Group Inc. Retirement Plan | Sly Fox Hospitality Group Inc. | $3,767,653 | 2023 |
| Jrc Technical Sales, Inc Safe Harbor 401k Plan | Jrc Technical Sales Inc Safe Harbor 401k Plaan | $3,726,048 | 2023 |
| Performance Spine & Sports Physicians, Pc 401k Plan | Performance Spine & Sports Physicians, Pc | $2,828,634 | 2023 |
| Carl J Pardini Ds Profit Sharing Plan | Carl Pardini Dds | $2,100,422 | 2023 |
| Sly Fox Brewing Company, Inc. 401(K) Profit Sharing Plan | Sly Fox Brewing Company, Inc. | $1,209,982 | 2023 |
| Platinum Care Service, Inc. Retirement Plan | Platinum Care Service, Inc. | $844,871 | 2023 |
| Ultraflex Systems, Inc. , 401(K) Retirement Plan | Ultraflex Systems, Inc. | $614,858 | 2023 |
| Seneca Distributions, LLC 401(K) Profit Sharing Plan | Seneca Distributions, LLC | $341,216 | 2023 |
| Videoray LLC Employee Benefit Plan | Videoray LLC | $203,791 | 2023 |
| Sly Fox Brewing Company, Inc. Employee Benefit Plan | Sly Fox Brewing Company, Inc. | $200,096 | 2023 |
| Global Transformations Incorporated 401(K) Plan | Global Transformations Incorporated | $154,978 | 2023 |
| Shaw Ltd 401k | Shaw, Ltd. | $93,581 | 2023 |
| Wellen Corporation 401(K) Plan | Wellen Corporation | $88,823 | 2023 |
| Bassett Industries Inc. Employee Benefit Plan | Bassett Industries Inc | $88,080 | 2023 |
Largest plans in Pottstown → · Pottstown plans by participants → · Pottstown plans with financial data → · Pottstown plans with provider compensation → · $1B+ plans in Pottstown →
Related Form 5500 pages
- All PA Form 5500 filings
- The Hill School Defined Contribution Retirement Plan (plan 004)
- The Hill School — all reported plans
- Pottstown Memorial Medical Center Retirement Income Plan (plan 001)
- Pmmc Over Liquidation, LLC — all reported plans
- Diamond Credit Union 401(K) Plan And Trust (plan 002)
- Diamond Credit Union — all reported plans
- Tpd 401(K) Plan (plan 001)
- Traffic Planning And Design Inc. — all reported plans
- Pottstown Medical Specialists, Inc Profit Sharing 401k Plan (plan 002)
- Pottstown Medical Specialists, Inc — all reported plans
- Venezia Transport Service, Inc. Savings And Protection Plan (plan 001)
- Venezia Transport Services, Inc. — all reported plans
- Sager & Sager Associates Profit Sharing Plan (plan 002)
- Sager & Sager Associates — all reported plans
- Vari Corporation 401(K) Plan (plan 002)
- Vari Corporation — all reported plans
- Creative Health Services, Inc. 401(K) & Profit Sharing Plan (plan 002)
- Creative Health Services, Inc — all reported plans
- Community Health & Dental 401(K) Plan (plan 001)
- Community Health & Dental Care, — all reported plans
- O'Donnell, Weiss & Mattei, P.C. Salary Savings Plan (plan 001)
- O'Donnell, Weiss & Mattei, P.C. — all reported plans
- Sly Fox Hospitality Group Inc. Retirement Plan (plan 002)
- Sly Fox Hospitality Group Inc. — all reported plans
- Jrc Technical Sales, Inc Safe Harbor 401k Plan (plan 001)
- Jrc Technical Sales Inc Safe Harbor 401k Plaan — all reported plans
- Performance Spine & Sports Physicians, Pc 401k Plan (plan 001)
- Performance Spine & Sports Physicians, Pc — all reported plans
- Carl J Pardini Ds Profit Sharing Plan (plan 004)
- Carl Pardini Dds — all reported plans
- Methodology
- Data sources