Plan5500

Upper Darby, 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, Upper Darby, PA has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $199,024 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Upper Darby

  • 3 loaded plans hold $199K in reported assets across 3 sponsors.
  • The largest, Hhmjr Corp. 401k Profit Sharing Plan, holds 100% of reported Upper Darby plan assets.
  • Plans cover 183 participants — about 61 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$199KSummed across loaded plans$199,024
Total reported assets$199K$199,024
Total reported participants183
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$199K total assets
Net assets$199KLiabilities—
Contributions & income
Total income / additions$22.8K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$0
Net increase / (decrease)$22.8K

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation0 / 3 ()

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

Upper Darby market comparison

Largest plan share of assets100%Hhmjr Corp. 401k Profit Sharing Plan
Participants per plan61Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Upper Darby

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

  1. 1
    Hhmjr Corp. 401k Profit Sharing Plan$199K
    Hhmjr Corp. · 2023
  2. 2
    Pothen Worldwide, Inc. Profit Sharing Plan & Trust$0
    Pothen Worldwide, Inc. · 2023
  3. 3
    Save Philly Stores, Lp Group Insurance Plannot reported in the loaded dataset
    Save Philly Stores, Lp · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages