West Chester, 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, West Chester, PA has 104 loaded benefit plan(s) reported by 70 plan sponsor(s), with $3,203,720,321 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
104
Plan sponsors
70
Latest filing year
2023

What stands out in West Chester

  • 104 loaded plans hold $3.2B in reported assets across 70 sponsors.
  • The largest, Qurate Retail Group 401(K) Retirement Savings Plan For Qvc And Hsn, holds 31% of reported West Chester plan assets.
  • Plans cover 120,544 participants — about 1,159 per plan.
  • 65% of loaded plans report full Schedule H/I financial statements.
  • 36% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.2BSummed across loaded plans$3,198,991,496
Total reported assets$3.2B$3,203,720,321
Total reported participants120.5K120,544
Total reported liabilities$4.3M$4,348,825

Reported net position

Reported assets = net assets + liabilities (summed)$3.2B total assets
Net assets$3.2BLiabilities$4.3M
Contributions & income
Employer contributions$100.8M
Participant contributions$167.5M
Total income / additions$802.6M
Expenses & distributions
Benefits paid / distributions$340.6M
Total expenses$350.7M
Net increase / (decrease)$452M

Data coverage

Plans with financial statements68 / 104 (65%)
Plans with provider compensation37 / 104 (36%)

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

West Chester market comparison

Largest plan share of assets31%Qurate Retail Group 401(K) Retirement Savings Plan For Qvc And Hsn
Participants per plan1,159Average across loaded plans
Plan sponsors70
Ranked by reported assets

Largest loaded plans in West Chester

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

  1. 1
  2. 2
  3. 3
    Communications Test Design, Inc. · 2023
  4. 4
    A. Duie Pyle, Incorporated · 2023
  5. 5
  6. 6
    New Era Technology, Inc. · 2023
  7. 7
  8. 8
    Omni Cable LLC · 2023
  9. 9
    Lasko Products, LLC · 2023
  10. 10
    Venerable Holdings, Inc. · 2023
  11. 11
    Woodward Mccoach Inc. · 2023
  12. 12
    Resolution Life Services Us Inc. · 2023
  13. 13
    Lavazza North America, Inc. · 2023
  14. 14
    The Krapf Bus Companies · 2023
  15. 15
    Macelree Harvey, Ltd. · 2023
  16. 16
    Accesslex Institute · 2023
  17. 17
  18. 18
    Craig Scott, Inc. · 2023
  19. 19
    Syapse Holdings, Inc. · 2023
  20. 20
    Spark Dso LLC · 2023
  21. 21
  22. 22
    Unruh, Turner, Burke & Frees · 2023
  23. 23
    Stoltzfus Trailer Sales Inc. · 2023
  24. 24
    Infiniti Of West Chester, Inc. · 2023
  25. 25

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for West Chester, PA?
104 plan(s) reported by 70 sponsor(s) are loaded for West Chester, PA.

Related Form 5500 pages