Plan5500

Punxsutawney, 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, Punxsutawney, PA has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $34,320,738 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023

What stands out in Punxsutawney

  • 3 loaded plans hold $34.3M in reported assets across 2 sponsors.
  • The largest, Punxsutawney Area Hospital, Inc. 401(K) Profit Sharing Plan, holds 85% of reported Punxsutawney plan assets.
  • Plans cover 999 participants — about 333 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 67% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$34.3MSummed across loaded plans$34,320,738
Total reported assets$34.3M$34,320,738
Total reported participants999
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$34.3M total assets
Net assets$34.3MLiabilities$0
Contributions & income
Employer contributions$363.1K
Participant contributions$1.7M
Total income / additions$6.6M
Expenses & distributions
Benefits paid / distributions$3.9M
Total expenses$4M
Net increase / (decrease)$2.7M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

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

Punxsutawney market comparison

Largest plan share of assets85%Punxsutawney Area Hospital, Inc. 401(K) Profit Sharing Plan
Participants per plan333Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Punxsutawney

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

  1. 1
    Punxsutawney Area Hospital, Inc. 401(K) Profit Sharing Plan$29.2M
    Punxsutawney Area Hospital, Inc. · 2023
  2. 2
    American Natural Operations LLC 401(K) Plan$5.1M
    Beatrice Holdings Lp · 2023
  3. 3
    Punxsutawney Area Hospital Group Health Benefits Plannot reported in the loaded dataset
    Punxsutawney Area Hospital · 2023

Largest plans in Punxsutawney → · Punxsutawney plans by participants → · Punxsutawney plans with financial data → · Punxsutawney plans with provider compensation → · $1B+ plans in Punxsutawney →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Punxsutawney, PA?
3 plan(s) reported by 2 sponsor(s) are loaded for Punxsutawney, PA.

Related Form 5500 pages