How many Form 5500 benefit plans are loaded for Valencia, PA?

3 plan(s) reported by 3 sponsor(s) are loaded for Valencia, PA.

Valencia, 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, Valencia, PA has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $2,844,671 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 Valencia

3 loaded plans hold $2.8M in reported assets across 3 sponsors.
The largest, Kennihan Plumbing & Heating, Inc. 401 K Psp, holds 87% of reported Valencia plan assets.
Plans cover 31 participants — about 10 per plan.
100% 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$2.8MSummed across loaded plans$2,844,671

Total reported assets$2.8M$2,844,671

Total reported participants31

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.8M total assets

Net assets$2.8MLiabilities$0

Contributions & income

Employer contributions$173.9K

Participant contributions$144.8K

Total income / additions$528.6K

Expenses & distributions

Benefits paid / distributions$57.6K

Total expenses$60.7K

Net increase / (decrease)$467.9K

Data coverage

Plans with financial statements3 / 3 (100%)

Plans with provider compensation0 / 3 ()

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

Valencia market comparison

Largest plan share of assets87%Kennihan Plumbing & Heating, Inc. 401 K Psp

Participants per plan10Average across loaded plans

Plan sponsors3

Ranked by reported assets

Largest loaded plans in Valencia

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

1
Kennihan Plumbing & Heating, Inc. 401 K Psp$2.5M
Kennihan Plumbing & Heating, Inc. · 2023
2
Delrey Windows, Inc. 401k Profit Sharing Plan$366K
Delrey Windows, Inc. · 2023
3
Mondron, Inc. 401(K) Plan$0
Mondron, Inc. · 2023

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

What to inspect next

Frequently asked questions

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