Trevose, 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, Trevose, PA has 32 loaded benefit plan(s) reported by 24 plan sponsor(s), with $1,036,387,152 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 32
- Plan sponsors
- 24
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,036,387,152
- Total reported liabilities (EOY)
- $249,411
- Total reported net assets (EOY)
- $1,036,137,741
Contributions & income
- Employer contributions
- $38,080,016
- Participant contributions
- $70,265,159
- Total income / additions
- $265,283,058
Expenses & distributions
- Benefits paid / distributions
- $95,043,052
- Total expenses
- $98,187,967
- Net increase / (decrease)
- $167,095,091
Coverage
- Total reported participants
- 27,908
- Plans with financial statements
- 22
- Plans with provider compensation
- 17
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Trevose, 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 |
|---|---|---|---|
| Veolia Wts 401(K) Plan | Veolia Wts Usa, Inc. | $401,672,215 | 2023 |
| Faulkner Group 401(K) Plan | Faulkner Cadillac, Inc. | $108,037,460 | 2023 |
| Lannett Company, Inc. 401(K) Retirement Savings Plan | Lannett Company, Inc. | $91,416,412 | 2023 |
| International Sos And The International Sos Group Of Companies 401(K) Plan | International Sos Assistance, Inc. | $79,223,425 | 2023 |
| Cohn Family Corporate Profit Sharing Plan | Advertising Specialty Institute, Inc. | $70,998,019 | 2023 |
| Broder Bros., Co. Employees' 401(K) Trust | Broder Bros., Co. | $69,817,187 | 2023 |
| Data Systems Analysts, Inc. Cash Or Deferral Plan | Data Systems Analysts, Inc. | $64,842,022 | 2023 |
| Ionics, Incorporated Retirement Plan | Veolia Water Technologies & Solutions | $34,689,916 | 2023 |
| Data Systems Analysts, Inc. Employee Stock Ownership Plan | Data Systems Analysts, Inc. | $26,093,896 | 2023 |
| The Cei Group 401(K) Profit Sharing Plan | The Cei Group, Inc. | $15,774,199 | 2023 |
| S. Walter Packaging Corp. 401(K) Savings And Investment Plan | S. Walter Packaging Corp. | $14,342,928 | 2023 |
| Pinnacle Physicians, P.C. 401(K) Profit Sharing Plan | Pinnacle Physicians, P.C. | $13,855,396 | 2023 |
| Voice Systems Engineering, Inc. 401(K) Profit Sharing Plan | Voice Systems Engineering, Inc. | $13,269,964 | 2023 |
| Penn Emblem Company 401(K) Plan | Penn Emblem Company | $9,638,332 | 2023 |
| Margiotti & Kroll Pediatrics, P.C. 401(K) Profit Sharing Plan | Margiotti & Kroll Pediatrics, P.C. | $7,743,764 | 2023 |
| Adsc Holdings, Inc. Retirement Savings Plan | Adsc Holdings, Inc. | $5,609,514 | 2023 |
| Partnership Retirement Plan | Partnership For Community Supports | $5,328,821 | 2023 |
| Korman Commercial Properties, Inc. 401(K) Plan | Korman Commercial Properties, Inc. | $3,212,587 | 2023 |
| Open Systems Healthcare, Inc. 401(K) Plan | Open Systems Healthcare, Inc. | $717,160 | 2023 |
| Pinnacle Physicians, P.C. Employee Benefit Plan | Pinnacle Physicians, P.C. | $98,219 | 2023 |
| Al'S Auto Parts Employee Benefit Plan | Arg Management, Inc. | $3,357 | 2023 |
| Transitional Care Solutions, Inc. Profit Sharing Plan | Transitional Care Solutions, Inc. | $2,359 | 2023 |
| International Sos Benefit Plan | International Sos Assistance, Inc. | not reported in the loaded dataset | 2023 |
| Data Systems Analysts, Inc. Employee Benefit Plan | Data Systems Analysts, Inc. | not reported in the loaded dataset | 2023 |
| Penn Emblem Employee Benefit Plan | Penn Emblem Company | not reported in the loaded dataset | 2023 |
Largest plans in Trevose → · Trevose plans by participants → · Trevose plans with financial data → · Trevose plans with provider compensation → · $1B+ plans in Trevose →
Related Form 5500 pages
- All PA Form 5500 filings
- Veolia Wts 401(K) Plan (plan 001)
- Veolia Wts Usa, Inc. — all reported plans
- Faulkner Group 401(K) Plan (plan 001)
- Faulkner Cadillac, Inc. — all reported plans
- Lannett Company, Inc. 401(K) Retirement Savings Plan (plan 002)
- Lannett Company, Inc. — all reported plans
- International Sos And The International Sos Group Of Companies 401(K) Plan (plan 001)
- International Sos Assistance, Inc. — all reported plans
- Cohn Family Corporate Profit Sharing Plan (plan 001)
- Advertising Specialty Institute, Inc. — all reported plans
- Broder Bros., Co. Employees' 401(K) Trust (plan 002)
- Broder Bros., Co. — all reported plans
- Data Systems Analysts, Inc. Cash Or Deferral Plan (plan 003)
- Data Systems Analysts, Inc. — all reported plans
- Ionics, Incorporated Retirement Plan (plan 001)
- Veolia Water Technologies & Solutions — all reported plans
- Data Systems Analysts, Inc. Employee Stock Ownership Plan (plan 002)
- The Cei Group 401(K) Profit Sharing Plan (plan 001)
- The Cei Group, Inc. — all reported plans
- S. Walter Packaging Corp. 401(K) Savings And Investment Plan (plan 002)
- S. Walter Packaging Corp. — all reported plans
- Pinnacle Physicians, P.C. 401(K) Profit Sharing Plan (plan 001)
- Pinnacle Physicians, P.C. — all reported plans
- Voice Systems Engineering, Inc. 401(K) Profit Sharing Plan (plan 001)
- Voice Systems Engineering, Inc. — all reported plans
- Penn Emblem Company 401(K) Plan (plan 001)
- Penn Emblem Company — all reported plans
- Margiotti & Kroll Pediatrics, P.C. 401(K) Profit Sharing Plan (plan 001)
- Margiotti & Kroll Pediatrics, P.C. — all reported plans
- Methodology
- Data sources