Plan5500

Rydal, 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, Rydal, PA has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $567,420 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 Rydal

  • 3 loaded plans hold $567.4K in reported assets across 2 sponsors.
  • The largest, Budd J. Mildenberg, Md Keough Money Purchase Pension Plan, holds 53% of reported Rydal plan assets.
  • Plans cover 2 participants — about 1 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$567.4KSummed across loaded plans$567,420
Total reported assets$567.4K$567,420
Total reported participants2
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$567.4K total assets
Net assets$567.4KLiabilities—
Contributions & income
Total income / additions$155.1K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$7.1K
Net increase / (decrease)$148K

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

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

Rydal market comparison

Largest plan share of assets53%Budd J. Mildenberg, Md Keough Money Purchase Pension Plan
Participants per plan1Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Rydal

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

  1. 1
    Budd J. Mildenberg, Md Keough Money Purchase Pension Plan$300.7K
    Dr. Budd Mildenberg · 2023
  2. 2
    Budd J. Mildenberg, Md Keough Profit Sharing Plan$266.7K
    Dr. Budd Mildenberg · 2023
  3. 3
    Bizgistics, Inc. Retirement Plan$0
    Bizgistics, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages