Willow Grove, 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, Willow Grove, PA has 13 loaded benefit plan(s) reported by 9 plan sponsor(s), with $660,290,670 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 13
- Plan sponsors
- 9
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $660,290,670
- Total reported liabilities (EOY)
- $145,175
- Total reported net assets (EOY)
- $660,145,495
Contributions & income
- Employer contributions
- $25,143,514
- Participant contributions
- $28,729,873
- Total income / additions
- $142,539,028
Expenses & distributions
- Benefits paid / distributions
- $60,957,006
- Total expenses
- $62,734,385
- Net increase / (decrease)
- $79,804,643
Coverage
- Total reported participants
- 51,572
- Plans with financial statements
- 10
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Willow Grove, 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 |
|---|---|---|---|
| Asplundh Tree Expert, LLC Profit Sharing Plan | Asplundh Tree Expert, LLC | $334,831,937 | 2023 |
| Vegetation And Utility Services Employees 401(K) Savings Plan | Asplundh Tree Expert, LLC | $276,962,849 | 2023 |
| Derr Flooring Company 401(K) Plan | Derr Flooring Co. | $23,738,608 | 2023 |
| Active Realty Company Profit Sharing Plan | A Pro Realty Services, Ltd | $8,666,345 | 2023 |
| Evaporated Coatings, Inc. 401(K) Plan | Evaporated Coatings Inc. | $8,217,122 | 2023 |
| Noetic Software, Inc 401(K) Profit Sharing Plan & Trust | Noetic Software, Inc | $4,720,953 | 2023 |
| Answernet 401(K) Savings Plan | Answernet, Inc. | $2,069,175 | 2023 |
| Upper Moreland Free Public Library 403(B) Dc Plan | Upper Moreland Free Public Library | $819,562 | 2023 |
| Second Alarmer'S Rescue Squad Employee Benefit Plan | Second Alarmer'S Association And Rescue Squad Of Montgomery County | $152,464 | 2023 |
| Raf Painting & Renovations Inc. Retirement Plan | Raf Painting & Renovations Inc. | $111,655 | 2023 |
| The Mybenefits Health And Welfare Plan | Asplundh Tree Expert, LLC | not reported in the loaded dataset | 2023 |
| Answernet, Inc. Employee Benefit Plan | Answernet, Inc. | not reported in the loaded dataset | 2023 |
| Derr Flooring Company Welfare Benefit Trust | Derr Flooring Company | not reported in the loaded dataset | 2023 |
Largest plans in Willow Grove → · Willow Grove plans by participants → · Willow Grove plans with financial data → · Willow Grove plans with provider compensation → · $1B+ plans in Willow Grove →
Related Form 5500 pages
- All PA Form 5500 filings
- Asplundh Tree Expert, LLC Profit Sharing Plan (plan 001)
- Asplundh Tree Expert, LLC — all reported plans
- Vegetation And Utility Services Employees 401(K) Savings Plan (plan 003)
- Derr Flooring Company 401(K) Plan (plan 001)
- Derr Flooring Co. — all reported plans
- Active Realty Company Profit Sharing Plan (plan 001)
- A Pro Realty Services, Ltd — all reported plans
- Evaporated Coatings, Inc. 401(K) Plan (plan 001)
- Evaporated Coatings Inc. — all reported plans
- Noetic Software, Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Noetic Software, Inc — all reported plans
- Answernet 401(K) Savings Plan (plan 001)
- Answernet, Inc. — all reported plans
- Upper Moreland Free Public Library 403(B) Dc Plan (plan 002)
- Upper Moreland Free Public Library — all reported plans
- Second Alarmer'S Rescue Squad Employee Benefit Plan (plan 501)
- Second Alarmer'S Association And Rescue Squad Of Montgomery County — all reported plans
- Raf Painting & Renovations Inc. Retirement Plan (plan 001)
- Raf Painting & Renovations Inc. — all reported plans
- The Mybenefits Health And Welfare Plan (plan 510)
- Answernet, Inc. Employee Benefit Plan (plan 501)
- Derr Flooring Company Welfare Benefit Trust (plan 501)
- Methodology
- Data sources