Wilkes-Barre, 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, Wilkes-Barre, PA has 60 loaded benefit plan(s) reported by 34 plan sponsor(s), with $877,611,194 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 60
- Plan sponsors
- 34
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $877,611,194
- Total reported liabilities (EOY)
- $369,211
- Total reported net assets (EOY)
- $877,241,983
Contributions & income
- Employer contributions
- $48,863,756
- Participant contributions
- $24,828,238
- Total income / additions
- $201,283,959
Expenses & distributions
- Benefits paid / distributions
- $86,301,171
- Total expenses
- $88,761,703
- Net increase / (decrease)
- $112,522,256
Coverage
- Total reported participants
- 23,125
- Plans with financial statements
- 31
- Plans with provider compensation
- 24
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Wilkes-Barre, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Tiaa-Cref Retirement Plan For Faculty And Administrators Of Wilkes University | Wilkes University | $205,033,107 | 2023 |
| Berkshire Hathaway Guard Profit Sharing/401(K) Plan | Westguard Insurance Company | $97,997,468 | 2023 |
| Bohlin Cywinski Jackson Retirement Savings Plan | Bohlin Cywinski Jackson | $54,369,568 | 2023 |
| Heat & Frost Insulators & Asbestos Workers Lcl 38 Retirement Investment Account Plan | Heat & Frost Insulators & Asbestos Workers Local Union 38 | $24,162,410 | 2023 |
| Teamsters Local Unions 401 And 773 Health Plan | Teamsters Local Unions 401 And 773 Health Plan | $22,501,194 | 2023 |
| Heat & Frost Insulators & Asbestos Workers Local 38 Retirement Plan | Heat & Frost Insulators & Asbestos Workers Local #38 | $18,183,714 | 2023 |
| Medico 401(K) Plan | Medico Construction Equipment, Inc. | $11,036,316 | 2023 |
| The Martz Group 401(K) Plan | Frank Martz Coach Company | $5,905,149 | 2023 |
| Frank Martz Coach Company Union Employees' 401(K) Plan | Frank Martz Coach Company | $2,422,973 | 2023 |
| Norstar Employees 401(K) Plan | Norstar Telecommunications, Inc. Dba Norstar Netwo | $2,133,257 | 2023 |
| Odyssey Fitness Center Retirement Savings Plan | Joe'S Gym, Inc. Dba Odyssey Fitness | $423,655 | 2023 |
| Borton-Lawson Engineering Inc. 401(K) Profit Sharing Plan | Borton-Lawson Engineering Inc. | $0 | 2023 |
| Mericle Health & Welfare Plan | Mericle Construction, Inc. | not reported in the loaded dataset | 2023 |
| Nardone Brothers Baking Company Health Plan | Nardone Brothers Baking Company | not reported in the loaded dataset | 2023 |
| Sundance Vacations Inc Health & Welfare Plan | Sundance Vacations | not reported in the loaded dataset | 2023 |
| Step-By-Step, Inc. Long Term Disability Insurance | Step By Step, Inc | not reported in the loaded dataset | 2023 |
| Step-By-Step, Inc. Health Insurance Plan | Step By Step, Inc | not reported in the loaded dataset | 2023 |
| The Lion Brewery, Inc. Employee Benefits Plan | The Lion Brewery, Inc. | not reported in the loaded dataset | 2023 |
| Step-By-Step, Inc. Group Life & Accidental Death & Dismemberment Insurance | Step By Step, Inc | not reported in the loaded dataset | 2023 |
| Bohlin Cywinski Jackson Welfare Benefit Plan | Bohlin Cywinski Jackson | not reported in the loaded dataset | 2023 |
| Wilkes Barre Law & Library Association Retirement Plan | Wilkes Barre Law & Library Assoc. | not reported in the loaded dataset | 2023 |
| Mccarthy Tire Service Co. Inc. Sec. 125 Plan | Mccarthy Tire Service Co. Inc. | not reported in the loaded dataset | 2023 |
| Bridon American Corporation Welfare Wrap Plan | Bridon American Corporation | not reported in the loaded dataset | 2023 |
| Trion Industries Employee Benefit Plan | Trion Industries, Inc. | not reported in the loaded dataset | 2023 |
| Medico Construction Equipment, Inc. Group Health Plan | Medico Construction Equipment, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Wilkes-Barre → · Wilkes-Barre plans by participants → · Wilkes-Barre plans with financial data → · Wilkes-Barre plans with provider compensation → · $1B+ plans in Wilkes-Barre →
Related Form 5500 pages
- All PA Form 5500 filings
- Tiaa-Cref Retirement Plan For Faculty And Administrators Of Wilkes University (plan 001)
- Wilkes University — all reported plans
- Berkshire Hathaway Guard Profit Sharing/401(K) Plan (plan 001)
- Westguard Insurance Company — all reported plans
- Bohlin Cywinski Jackson Retirement Savings Plan (plan 001)
- Bohlin Cywinski Jackson — all reported plans
- Heat & Frost Insulators & Asbestos Workers Lcl 38 Retirement Investment Account Plan (plan 002)
- Heat & Frost Insulators & Asbestos Workers Local Union 38 — all reported plans
- Teamsters Local Unions 401 And 773 Health Plan (plan 501)
- Teamsters Local Unions 401 And 773 Health Plan — all reported plans
- Heat & Frost Insulators & Asbestos Workers Local 38 Retirement Plan (plan 001)
- Medico 401(K) Plan (plan 001)
- Medico Construction Equipment, Inc. — all reported plans
- The Martz Group 401(K) Plan (plan 002)
- Frank Martz Coach Company — all reported plans
- Frank Martz Coach Company Union Employees' 401(K) Plan (plan 003)
- Norstar Employees 401(K) Plan (plan 001)
- Norstar Telecommunications, Inc. Dba Norstar Netwo — all reported plans
- Odyssey Fitness Center Retirement Savings Plan (plan 001)
- Joe'S Gym, Inc. Dba Odyssey Fitness — all reported plans
- Borton-Lawson Engineering Inc. 401(K) Profit Sharing Plan (plan 001)
- Borton-Lawson Engineering Inc. — all reported plans
- Mericle Health & Welfare Plan (plan 501)
- Mericle Construction, Inc. — all reported plans
- Nardone Brothers Baking Company Health Plan (plan 502)
- Nardone Brothers Baking Company — all reported plans
- Sundance Vacations Inc Health & Welfare Plan (plan 501)
- Sundance Vacations — all reported plans
- Methodology
- Data sources