Plan5500

Trainer, 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, Trainer, PA has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $162,532,826 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 Trainer

  • 4 loaded plans hold $162.5M in reported assets across 2 sponsors.
  • The largest, Monroe Energy Retirement Plan, holds 97% of reported Trainer plan assets.
  • Plans cover 2,515 participants — about 629 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$162.5MSummed across loaded plans$162,532,826
Total reported assets$162.5M$162,532,826
Total reported participants2.5K2,515
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$162.5M total assets
Net assets$162.5MLiabilities$0
Contributions & income
Employer contributions$7.2M
Participant contributions$10.1M
Total income / additions$43M
Expenses & distributions
Benefits paid / distributions$8.4M
Total expenses$8.5M
Net increase / (decrease)$34.5M

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 Trainer, 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

Trainer market comparison

Largest plan share of assets97%Monroe Energy Retirement Plan
Participants per plan629Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Trainer

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

  1. 1
    Monroe Energy Retirement Plan$157.3M
    Monroe Energy, LLC · 2023
  2. 2
    Buckley Cable Construction 401(K) Profit Sharing Plan & Trust$5.2M
    Buckley Cable Construction · 2023
  3. 3
    Monroe Energy, LLC Medical Plannot reported in the loaded dataset
    Monroe Energy, LLC · 2023
  4. 4
    Monroe Energy, LLC Health And Welfare Plannot reported in the loaded dataset
    Monroe Energy, LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages