Plan5500

Scottdale, 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, Scottdale, PA has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $173,183,928 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
4
Latest filing year
2023

What stands out in Scottdale

  • 4 loaded plans hold $173.2M in reported assets across 4 sponsors.
  • The largest, Penn Line Enterprises, Inc. Employee Stock Ownership And Savings Plan, holds 100% of reported Scottdale plan assets.
  • Plans cover 4,885 participants — about 1,221 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$173.2MSummed across loaded plans$173,183,928
Total reported assets$173.2M$173,183,928
Total reported participants4.9K4,885
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$173.2M total assets
Net assets$173.2MLiabilities$0
Contributions & income
Employer contributions$10.1M
Participant contributions$1.1M
Total income / additions$16.9M
Expenses & distributions
Benefits paid / distributions$12.9M
Total expenses$13M
Net increase / (decrease)$3.8M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation1 / 4 (25%)

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

Scottdale market comparison

Largest plan share of assets100%Penn Line Enterprises, Inc. Employee Stock Ownership And Savings Plan
Participants per plan1,221Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Scottdale

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

  1. 1
    Penn Line Enterprises, Inc. Employee Stock Ownership And Savings Plan$173.2M
    Penn Line Enterprises, Inc. · 2023
  2. 2
    Fulton Enterprises, Inc. 401(K) Plan$21.2K
    Fulton Enterprises, Inc. · 2023
  3. 3
    Green Acres Contracting Co., Health Protection Plan$0
    Green Acres Contracting Co. · 2023
  4. 4
    Penn Line Service Inc. Group Employee Benefit Plannot reported in the loaded dataset
    Penn Line Service Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Scottdale, PA?
4 plan(s) reported by 4 sponsor(s) are loaded for Scottdale, PA.

Related Form 5500 pages