Plan5500

Wellsboro, 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, Wellsboro, PA has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $80,887,830 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
3
Latest filing year
2023

What stands out in Wellsboro

  • 4 loaded plans hold $80.9M in reported assets across 3 sponsors.
  • The largest, Citizens & Northern Corporation Savings & Retirement Plan, holds 82% of reported Wellsboro plan assets.
  • Plans cover 1,669 participants — about 417 per plan.
  • 75% 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$80.9MSummed across loaded plans$80,887,830
Total reported assets$80.9M$80,887,830
Total reported participants1.7K1,669
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$80.9M total assets
Net assets$80.9MLiabilities$0
Contributions & income
Employer contributions$2.6M
Participant contributions$2.5M
Total income / additions$14.9M
Expenses & distributions
Benefits paid / distributions$8.3M
Total expenses$8.3M
Net increase / (decrease)$6.6M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation0 / 4 ()

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

Wellsboro market comparison

Largest plan share of assets82%Citizens & Northern Corporation Savings & Retirement Plan
Participants per plan417Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Wellsboro

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

  1. 1
    Citizens & Northern Corporation Savings & Retirement Plan$66.4M
    Citizens & Northern Corporation · 2023
  2. 2
    Citizens & Northern Corp. Employee Stock Ownership Plan$14.2M
    Citizens & Northern Corporation · 2023
  3. 3
    Pine Creek Wilds Co. Retirement Plan$326.6K
    Pine Creek Wilds Co. · 2023
  4. 4
    Citizens & Northern Bank Group Health Ppo Plannot reported in the loaded dataset
    Citizens & Northern Bank · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages