Plan5500

Youngsville, 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, Youngsville, PA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $7,072,902 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Youngsville

  • 1 loaded plans hold $7.1M in reported assets across 1 sponsors.
  • The largest, Rouse Estate 403(B) Retirement Plan, holds 100% of reported Youngsville plan assets.
  • Plans cover 383 participants — about 383 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 100% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.1MSummed across loaded plans$7,072,902
Total reported assets$7.1M$7,072,902
Total reported participants383
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$7.1M total assets
Net assets$7.1MLiabilities—
Contributions & income
Employer contributions$80.1K
Participant contributions$295.4K
Total income / additions$1.7M
Expenses & distributions
Benefits paid / distributions$1.5M
Total expenses$1.5M
Net increase / (decrease)$199K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

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

Youngsville market comparison

Largest plan share of assets100%Rouse Estate 403(B) Retirement Plan
Participants per plan383Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Youngsville

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

  1. 1
    Rouse Estate 403(B) Retirement Plan$7.1M
    The Board Of Directors Of The Rouse Estate · 2023

Largest plans in Youngsville → · Youngsville plans by participants → · Youngsville plans with financial data → · Youngsville plans with provider compensation → · $1B+ plans in Youngsville →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Youngsville, PA?
1 plan(s) reported by 1 sponsor(s) are loaded for Youngsville, PA.

Related Form 5500 pages