Souderton, 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, Souderton, PA has 37 loaded benefit plan(s) reported by 24 plan sponsor(s), with $628,597,668 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 37
- Plan sponsors
- 24
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $628,597,668
- Total reported liabilities (EOY)
- $239,501
- Total reported net assets (EOY)
- $628,358,167
Contributions & income
- Employer contributions
- $13,872,669
- Participant contributions
- $38,487,461
- Total income / additions
- $155,900,474
Expenses & distributions
- Benefits paid / distributions
- $50,623,846
- Total expenses
- $52,399,272
- Net increase / (decrease)
- $103,501,202
Coverage
- Total reported participants
- 16,844
- Plans with financial statements
- 21
- Plans with provider compensation
- 17
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Souderton, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Almac 401(K) Retirement Plan | Almac Group, Inc. | $191,756,851 | 2023 |
| Univest Financial Corporation Deferred Salary Savings Plan | Univest Financial Corporation | $109,454,489 | 2023 |
| Bergey'S Incorporated 401(K) Profit Sharing Plan | Bergey'S Incorporated | $106,638,445 | 2023 |
| Univest Financial Corporation Retirement Plan | Univest Financial Corporation | $54,348,178 | 2023 |
| Solar Atmospheres Inc. 401k Profit Sharing Plan | Solar Atmospheres Inc. | $40,730,312 | 2023 |
| Bearing & Drive Solutions 401(K) Retirement Plan | Bearings & Drives Unlimited, Inc. | $27,658,938 | 2023 |
| Clayton H. Landis Company, Inc. 401(K) Retirement Plan | Clayton H. Landis Company, Inc. | $26,871,930 | 2023 |
| Moyer & Son, Inc. 401(K) Plan | Moyer & Son, Inc. | $16,488,934 | 2023 |
| Swartley Bros. Engineers, Inc. Employee Profit Sharing Plan | Swartley Bros. Engineers, Inc. | $16,468,984 | 2023 |
| Select Veal Feeds, Inc. 401(K) Profit Sharing Plan | Select Veal Feeds, Inc. | $10,008,733 | 2023 |
| Indian Creek Foundation Retirement Plan | Indian Creek Foundation | $7,991,582 | 2023 |
| Pdc 401(K) Plan | Pdc Machines LLC | $7,422,019 | 2023 |
| Chester A Asher Inc 401(K) Profit Sharing Plan & Trust | Chester A Asher Inc | $6,941,211 | 2023 |
| Shoemaker Mfg Solutions 401k Psp | Shoemaker Mfg Solutions Inc. | $2,563,109 | 2023 |
| Indian Creek Foundation Health And Welfare Benefit Plan | Indian Creek Foundation | $1,418,159 | 2023 |
| Moyer Holdings Corp. 401(K) Plan | Moyer Holdings Corp. | $1,347,457 | 2023 |
| La Workspace Inc. Retirement Plan | La Workspace Inc. | $300,287 | 2023 |
| Universal Electrical Service Company, Inc. Employee Benefits Plan | Universal Electrical Service Company, Inc. | $133,050 | 2023 |
| The Studio 888 Inc. Retirement Plan | The Studio 888 Inc. | $55,000 | 2023 |
| Leidys LLC 401(K) Retirement Plan | Leidys LLC | $0 | 2023 |
| Ar 401(K) Savings Plan | Amplifier Research Corp. | $0 | 2023 |
| Amplifier Research Disability Plan | Amplifier Research Corporation | not reported in the loaded dataset | 2023 |
| Wrap Spd | Marcho Farms, Inc. | not reported in the loaded dataset | 2023 |
| Indian Creek Foundation Group Insurance Plan | Indian Creek Foundation | not reported in the loaded dataset | 2023 |
| Almac Group, Inc And Subsidiaries Employee Welfare Benefit Plan | Almac Group, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Souderton → · Souderton plans by participants → · Souderton plans with financial data → · Souderton plans with provider compensation → · $1B+ plans in Souderton →
Related Form 5500 pages
- All PA Form 5500 filings
- Almac 401(K) Retirement Plan (plan 001)
- Almac Group, Inc. — all reported plans
- Univest Financial Corporation Deferred Salary Savings Plan (plan 002)
- Univest Financial Corporation — all reported plans
- Bergey'S Incorporated 401(K) Profit Sharing Plan (plan 001)
- Bergey'S Incorporated — all reported plans
- Univest Financial Corporation Retirement Plan (plan 001)
- Solar Atmospheres Inc. 401k Profit Sharing Plan (plan 001)
- Solar Atmospheres Inc. — all reported plans
- Bearing & Drive Solutions 401(K) Retirement Plan (plan 001)
- Bearings & Drives Unlimited, Inc. — all reported plans
- Clayton H. Landis Company, Inc. 401(K) Retirement Plan (plan 001)
- Clayton H. Landis Company, Inc. — all reported plans
- Moyer & Son, Inc. 401(K) Plan (plan 001)
- Moyer & Son, Inc. — all reported plans
- Swartley Bros. Engineers, Inc. Employee Profit Sharing Plan (plan 001)
- Swartley Bros. Engineers, Inc. — all reported plans
- Select Veal Feeds, Inc. 401(K) Profit Sharing Plan (plan 001)
- Select Veal Feeds, Inc. — all reported plans
- Indian Creek Foundation Retirement Plan (plan 001)
- Indian Creek Foundation — all reported plans
- Pdc 401(K) Plan (plan 001)
- Pdc Machines LLC — all reported plans
- Chester A Asher Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Chester A Asher Inc — all reported plans
- Shoemaker Mfg Solutions 401k Psp (plan 001)
- Shoemaker Mfg Solutions Inc. — all reported plans
- Indian Creek Foundation Health And Welfare Benefit Plan (plan 501)
- Indian Creek Foundation — all reported plans
- Methodology
- Data sources