Plan5500

Tarentum, 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, Tarentum, PA has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $195,258,652 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
3
Latest filing year
2023

What stands out in Tarentum

  • 5 loaded plans hold $195.3M in reported assets across 3 sponsors.
  • The largest, Management Science Associates, Inc. Employee Savings And Profit Sharing Plan, holds 87% of reported Tarentum plan assets.
  • Plans cover 1,544 participants — about 309 per plan.
  • 60% 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$195.3MSummed across loaded plans$195,258,652
Total reported assets$195.3M$195,258,652
Total reported participants1.5K1,544
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$195.3M total assets
Net assets$195.3MLiabilities$0
Contributions & income
Employer contributions$3.2M
Participant contributions$5.5M
Total income / additions$45.8M
Expenses & distributions
Benefits paid / distributions$10.9M
Total expenses$11.2M
Net increase / (decrease)$34.6M

Data coverage

Plans with financial statements3 / 5 (60%)
Plans with provider compensation2 / 5 (40%)

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

Tarentum market comparison

Largest plan share of assets87%Management Science Associates, Inc. Employee Savings And Profit Sharing Plan
Participants per plan309Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Tarentum

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

  1. 1
    Management Science Associates, Inc. Employee Savings And Profit Sharing Plan$170M
    Management Science Associates, Inc. · 2023
  2. 2
    Physicians Pharmacy Direction Retirement Plan For Self-Employed$24.2M
    Blackburn'S Physicians Pharmacy, Inc. · 2023
  3. 3
    Kumar Patel Md LLC 401k Profit Sharing Plan$1M
    Kumar Patel, Md, LLC · 2023
  4. 4
    Management Science Associates Inc. Group Health And Welfare Benefit Plannot reported in the loaded dataset
    Management Science Associates Inc. · 2023
  5. 5
    Blackburns Physicians Pharmacy Welfare Benefits Plannot reported in the loaded dataset
    Blackburn'S Physicians Pharmacy, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Tarentum, PA?
5 plan(s) reported by 3 sponsor(s) are loaded for Tarentum, PA.

Related Form 5500 pages