Williamsport, 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, Williamsport, PA has 45 loaded benefit plan(s) reported by 29 plan sponsor(s), with $550,037,159 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
45
Plan sponsors
29
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$550,037,159
Total reported liabilities (EOY)
$109,949
Total reported net assets (EOY)
$549,927,210

Contributions & income

Employer contributions
$8,783,622
Participant contributions
$16,343,192
Total income / additions
$100,710,304

Expenses & distributions

Benefits paid / distributions
$66,752,894
Total expenses
$68,376,755
Net increase / (decrease)
$32,333,549

Coverage

Total reported participants
14,365
Plans with financial statements
27
Plans with provider compensation
18

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

Largest loaded plans in Williamsport, PA
PlanSponsorReported assets (EOY)Year
Shs 403(B) PlanSusquehanna Health System$174,172,5742023
Lycoming College Retirement PlanLycoming College$76,488,2822023
Spartronics 401(K) PlanEms Holdco, Inc.$47,942,9322023
Larson Design Group, Inc. 401(K) PlanLarson Design Group, Inc.$45,916,6882023
Larson Design Group Employee Stock Ownership PlanLarson Design Group, Inc.$28,929,4602023
Jersey Shore State Bank Retirement PlanJersey Shore State Bank$23,328,4982023
Penns Woods Bancorp, Inc. 401(K) PlanPenns Woods Bancorp, Inc.$18,537,9782023
Brodart Retirement PlanBrodart Co.$17,808,0802023
Hope Enterprises, Inc. Retirement PlanHope Enterprises, Inc.$16,909,8952023
Pmf Industries, Inc. Employee Stock Ownership PlanPmf Industries, Inc.$16,338,8412023
Step, Inc. 403(B) PlanLycoming-Clinton Counties Comm. For Community Action (Step), Inc.$14,593,6972023
Little League Baseball, Incorporated Retirement Savings PlanLittle League Baseball, Incorporated$12,522,5692023
Woodlands Bank Retirement And Investment PlanWoodlands Bank$10,377,0362023
Hudock, Inc. Employee Stock Ownership 401(K) PlanHudock, Inc.$7,565,0282023
Wirerope Works, Inc. 401(K) PlanWirerope Works, Inc.$6,363,6082023
Allison Crane & Rigging, LLC 401(K) PlanAllison Crane & Rigging, LLC$6,125,2762023
Firetree Ltd. 401k PlanFiretree Ltd.$5,980,6882023
Liberty Hospitality Partners, L.P. 401(K) PlanLiberty Hospitality Partners, L.P.$5,972,0512023
Elion, Grieco, Carlucci & Shipman, P.C. Retirement PlanElion, Grieco, Carlucci & Shipman, P.C.$3,491,6852023
Cbp Recyclers Profit Sharing PlanPenn Recycling, Inc.$3,233,8632023
Wundies Enterprises, Inc. Pension PlanDelta Galil Usa, Inc.$2,107,4792023
Reynold'S Iron Works, Inc. 401(K) Profit Sharing PlanReynold'S Iron Works, Inc.$1,828,3212023
K.Fisher & Associates Inc Retirement PlanK.Fisher & Associates Inc.$1,486,5002023
3-Strands, Inc. 401(K) Profit Sharing Plan3-Strands, Inc.$998,3432023
Saved By Grace, Inc. Profit Sharing Plan & TrustSaved By Grace, Inc.$774,6732023

Related Form 5500 pages