York, 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, York, PA has 237 loaded benefit plan(s) reported by 147 plan sponsor(s), with $7,571,207,274 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
237
Plan sponsors
147
Latest filing year
2023

What stands out in York

  • 237 loaded plans hold $7.6B in reported assets across 147 sponsors.
  • The largest, Wellspan 403(B) Retirement Savings Plan, holds 30% of reported York plan assets.
  • Plans cover 122,768 participants — about 518 per plan.
  • 73% of loaded plans report full Schedule H/I financial statements.
  • 57% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.6BSummed across loaded plans$7,553,803,223
Total reported assets$7.6B$7,571,207,274
Total reported participants122.8K122,768
Total reported liabilities$17.5M$17,461,374

Reported net position

Reported assets = net assets + liabilities (summed)$7.6B total assets
Net assets$7.6BLiabilities$17.5M
Contributions & income
Employer contributions$258.7M
Participant contributions$275.4M
Total income / additions$1.5B
Expenses & distributions
Benefits paid / distributions$607.3M
Total expenses$644.3M
Net increase / (decrease)$844.3M

Data coverage

Plans with financial statements174 / 237 (73%)
Plans with provider compensation136 / 237 (57%)

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

York market comparison

Largest plan share of assets30%Wellspan 403(B) Retirement Savings Plan
Participants per plan518Average across loaded plans
Plan sponsors147
Ranked by reported assets

Largest loaded plans in York

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

  1. 1
    Wellspan Health · 2023
  2. 2
    Wellspan Health · 2023
  3. 3
  4. 4
  5. 5
    Voith Us Inc. · 2023
  6. 6
    Kinsley Construction, Inc. · 2023
  7. 7
  8. 8
    Rhi Magnesita · 2023
  9. 9
    York Building Products Co., Inc. · 2023
  10. 10
  11. 11
    Oss Orthopaedic Hospital, LLC · 2023
  12. 12
  13. 13
    Magnesita Refractories Company · 2023
  14. 14
    Arthur J. Glatfelter Agency, Inc. · 2023
  15. 15
    Pace Resources, Inc. · 2023
  16. 16
    York Container Company · 2023
  17. 17
  18. 18
    Graham Capital Company · 2023
  19. 19
    C-P Converters, Inc. · 2023
  20. 20
  21. 21
    Graham Companies · 2023
  22. 22
    Engel Machinery, Inc. · 2023
  23. 23
  24. 24
    St. Onge Company · 2023
  25. 25
    Stauffer Biscuit Company · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for York, PA?
237 plan(s) reported by 147 sponsor(s) are loaded for York, PA.

Related Form 5500 pages