Sunbury, 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, Sunbury, PA has 7 loaded benefit plan(s) reported by 3 plan sponsor(s), with $286,475,892 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 7
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $286,475,892
- Total reported liabilities (EOY)
- $361,058
- Total reported net assets (EOY)
- $286,114,834
Contributions & income
- Employer contributions
- $9,923,495
- Participant contributions
- $18,315,583
- Total income / additions
- $71,069,251
Expenses & distributions
- Benefits paid / distributions
- $23,827,036
- Total expenses
- $26,778,354
- Net increase / (decrease)
- $44,290,897
Coverage
- Total reported participants
- 33,667
- Plans with financial statements
- 4
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Sunbury, 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 |
|---|---|---|---|
| Weis Markets, Inc. Retirement Savings Plan | Weis Markets, Inc. | $269,136,949 | 2023 |
| Sunbury Motor Company 401(K) Retirement Plan | Sunbury Motor Company | $12,210,418 | 2023 |
| Shared Support Inc. 401(K) Plan | Shared Support Inc. | $4,842,548 | 2023 |
| Shared Support Inc. Group Medical Plan | Shared Support Inc. | $285,977 | 2023 |
| Shared Support, Inc. Group Insurance Plan | Shared Support, Inc | not reported in the loaded dataset | 2023 |
| Sunbury Motor Company Welfare Benefits Plan | Sunbury Motor Company | not reported in the loaded dataset | 2023 |
| Weis Markets, Inc. Employee Welfare Benefit Plan | Weis Markets, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Sunbury → · Sunbury plans by participants → · Sunbury plans with financial data → · Sunbury plans with provider compensation → · $1B+ plans in Sunbury →
Related Form 5500 pages
- All PA Form 5500 filings
- Weis Markets, Inc. Retirement Savings Plan (plan 004)
- Weis Markets, Inc. — all reported plans
- Sunbury Motor Company 401(K) Retirement Plan (plan 001)
- Sunbury Motor Company — all reported plans
- Shared Support Inc. 401(K) Plan (plan 001)
- Shared Support Inc. — all reported plans
- Shared Support Inc. Group Medical Plan (plan 501)
- Shared Support, Inc. Group Insurance Plan (plan 502)
- Sunbury Motor Company Welfare Benefits Plan (plan 502)
- Weis Markets, Inc. Employee Welfare Benefit Plan (plan 501)
- Methodology
- Data sources