Plan5500

St. Davids, 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, St. Davids, PA has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $86,072,884 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
2
Latest filing year
2023

What stands out in St. Davids

  • 4 loaded plans hold $86.1M in reported assets across 2 sponsors.
  • The largest, Eastern University Defined Contribution Retirement Plan, holds 91% of reported St. Davids plan assets.
  • Plans cover 1,833 participants — about 458 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$86.1MSummed across loaded plans$86,072,884
Total reported assets$86.1M$86,072,884
Total reported participants1.8K1,833
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$86.1M total assets
Net assets$86.1MLiabilities$0
Contributions & income
Employer contributions$1.5M
Participant contributions$1.4M
Total income / additions$15.4M
Expenses & distributions
Benefits paid / distributions$6.7M
Total expenses$6.7M
Net increase / (decrease)$8.7M

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation2 / 4 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for St. Davids, 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

St. Davids market comparison

Largest plan share of assets91%Eastern University Defined Contribution Retirement Plan
Participants per plan458Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in St. Davids

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

  1. 1
    Eastern University Defined Contribution Retirement Plan$78.5M
    Eastern University · 2023
  2. 2
    S.W. Bajus, Ltd. 401k Plan & Trust$7.6M
    S.W. Bajus, Ltd. · 2023
  3. 3
    S.W. Bajus, Ltd. Welfare Plansnot reported in the loaded dataset
    S.W. Bajus, Ltd. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages