Plan5500

Wernersville, 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, Wernersville, PA has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $56,359,668 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
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$56.4MSummed across loaded plans$56,359,668
Total reported assets$56.4M$56,359,668
Total reported participants2.1K2,085
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$56.4M total assets
Net assets$56.4MLiabilities$0
Contributions & income
Employer contributions$1.5M
Participant contributions$2.8M
Total income / additions$13.1M
Expenses & distributions
Benefits paid / distributions$4.3M
Total expenses$4.3M
Net increase / (decrease)$8.8M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation2 / 4 (50%)

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

Wernersville market comparison

Largest plan share of assets99%Safe-Habor 401(K) Profit-Sharing Plan For Employees Of Richard J. Caron Foundation
Participants per plan521Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Wernersville

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

  1. 1
    Safe-Habor 401(K) Profit-Sharing Plan For Employees Of Richard J. Caron Foundation$56M
    Richard J. Caron Foundation · 2023
  2. 2
    Philoxenia Co. 401(K) Plan$232.8K
    Philoxenia Co. · 2023
  3. 3
    Bachman'S Roofing, Building & Remodeling, Inc. Group Medical Plan (501)$94K
    Bachmans Roofing, Building & Remodeling, Inc. · 2023
  4. 4
    Richard J. Caron Foundation Welfare Plannot reported in the loaded dataset
    Richard J. Caron Foundation · 2023

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

Related Form 5500 pages