Plan5500

Sharon, 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, Sharon, PA has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $50,979,678 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
4
Latest filing year
2023

What stands out in Sharon

  • 5 loaded plans hold $51M in reported assets across 4 sponsors.
  • The largest, Primary Health Network Retirement Savings Plan, holds 63% of reported Sharon plan assets.
  • Plans cover 1,315 participants — about 263 per plan.
  • 80% of loaded plans report full Schedule H/I financial statements.
  • 40% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$51MSummed across loaded plans$50,979,678
Total reported assets$51M$50,979,678
Total reported participants1.3K1,315
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$51M total assets
Net assets$51MLiabilities$0
Contributions & income
Employer contributions$1.9M
Participant contributions$3.1M
Total income / additions$13.3M
Expenses & distributions
Benefits paid / distributions$4.2M
Total expenses$4.3M
Net increase / (decrease)$9M

Data coverage

Plans with financial statements4 / 5 (80%)
Plans with provider compensation2 / 5 (40%)

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

Sharon market comparison

Largest plan share of assets63%Primary Health Network Retirement Savings Plan
Participants per plan263Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Sharon

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

  1. 1
    Primary Health Network Retirement Savings Plan$32.2M
    Primary Health Network · 2023
  2. 2
    Kismet Peo 401(K) Plan$11.9M
    Kismet Peo, LLC · 2023
  3. 3
    Black Bashor & Porsch Profit Sharing Plan And Trus$4.4M
    Black Bashor & Porsch Llp · 2023
  4. 4
    West Central Job Partnership, Inc. Profit Sharing Retirement Plan$2.4M
    West Central Job Partnership, Inc. · 2023
  5. 5
    The Primary Health Network Welfare Benefit Plannot reported in the loaded dataset
    The Primary Health Network · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages