Reading, 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, Reading, PA has 152 loaded benefit plan(s) reported by 90 plan sponsor(s), with $8,514,080,614 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
152
Plan sponsors
90
Latest filing year
2023

What stands out in Reading

  • 152 loaded plans hold $8.5B in reported assets across 90 sponsors.
  • The largest, Penske Truck Leasing Co., L.P. Savings Retirement Plan, holds 14% of reported Reading plan assets.
  • Plans cover 229,283 participants — about 1,508 per plan.
  • 71% of loaded plans report full Schedule H/I financial statements.
  • 52% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.5BSummed across loaded plans$8,478,862,914
Total reported assets$8.5B$8,514,080,614
Total reported participants229.3K229,283
Total reported liabilities$35.2M$35,217,700

Reported net position

Reported assets = net assets + liabilities (summed)$8.5B total assets
Net assets$8.5BLiabilities$35.2M
Contributions & income
Employer contributions$243.5M
Participant contributions$292.1M
Total income / additions$1.7B
Expenses & distributions
Benefits paid / distributions$863.6M
Total expenses$905.7M
Net increase / (decrease)$798.6M

Data coverage

Plans with financial statements108 / 152 (71%)
Plans with provider compensation79 / 152 (52%)

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

Reading market comparison

Largest plan share of assets14%Penske Truck Leasing Co., L.P. Savings Retirement Plan
Participants per plan1,508Average across loaded plans
Plan sponsors90
Ranked by reported assets

Largest loaded plans in Reading

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

  1. 1
    Penske Truck Leasing Co., L.P. · 2023
  2. 2
    Central Pennsylvania Teamsters Pension Fund, Trustees · 2023
  3. 3
    Carpenter Technology Corporation · 2023
  4. 4
    Penske Truck Leasing Co., L.P. · 2023
  5. 5
    Rentokil North America, Inc. · 2023
  6. 6
    Brenntag North America, Inc. · 2023
  7. 7
  8. 8
    Enersys Delaware Inc. · 2023
  9. 9
    Reading Health System · 2023
  10. 10
    Penske Truck Leasing Co., Lp · 2023
  11. 11
    Stevens & Lee · 2023
  12. 12
    Boscov'S, Inc. · 2023
  13. 13
  14. 14
  15. 15
    Ibew Afl-Cio Local Union 743 Neca Penn-D Chapter Reading Division Reti · 2023
  16. 16
    Brenntag North America, Inc. · 2023
  17. 17
  18. 18
    Godiva Chocolatier, Inc. · 2023
  19. 19
    Carpenter Technology Corporation · 2023
  20. 20
    Carpenter Technology Corporation · 2023
  21. 21
  22. 22
    Herbein And Company, Inc. · 2023
  23. 23
    Redners Markets, Inc. · 2023
  24. 24
  25. 25
    Brentwood Industries, Inc. · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Reading, PA?
152 plan(s) reported by 90 sponsor(s) are loaded for Reading, PA.

Related Form 5500 pages