Plan5500

Sarver, 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, Sarver, PA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $8,740,266 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Sarver

  • 2 loaded plans hold $8.7M in reported assets across 2 sponsors.
  • The largest, W.L. Roenigk Inc. Retirement Plan, holds 95% of reported Sarver plan assets.
  • Plans cover 402 participants — about 201 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$8.7MSummed across loaded plans$8,740,266
Total reported assets$8.7M$8,740,266
Total reported participants402
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$8.7M total assets
Net assets$8.7MLiabilities$0
Contributions & income
Employer contributions$1.2M
Participant contributions$18.6K
Total income / additions$2.4M
Expenses & distributions
Benefits paid / distributions$563.7K
Total expenses$614.3K
Net increase / (decrease)$1.8M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Sarver market comparison

Largest plan share of assets95%W.L. Roenigk Inc. Retirement Plan
Participants per plan201Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Sarver

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

  1. 1
    W.L. Roenigk Inc. Retirement Plan$8.3M
    W.L. Roenigk Inc. · 2023
  2. 2
    Mccool Enterprises, Inc. 401(K) Plan$402.2K
    Mccool Enterprises, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages