West Middlesex, 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 Middlesex, PA has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $98,965,036 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
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$99MSummed across loaded plans$98,965,036
Total reported assets$99M$98,965,036
Total reported participants1.9K1,950
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$99M total assets
Net assets$99MLiabilities$0
Contributions & income
Employer contributions$2.7M
Participant contributions$5.5M
Total income / additions$27.2M
Expenses & distributions
Benefits paid / distributions$14.9M
Total expenses$14.9M
Net increase / (decrease)$12.3M

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation2 / 4 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for West Middlesex, 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 Middlesex market comparison

Largest plan share of assets90%Werner Co. Employee Savings Plan
Participants per plan488Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in West Middlesex

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

  1. 1
    Werner Co. · 2023
  2. 2
  3. 3
    Autosoft, Inc. Employee Benefits Plannot reported in the loaded dataset
    Autosoft, Inc. · 2023
  4. 4
    Werner Co. Health And Welfare Plannot reported in the loaded dataset
    Werner Co. · 2023

Related Form 5500 pages