Plan5500

Youngwood, 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, Youngwood, PA has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $47,846,293 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023

What stands out in Youngwood

  • 3 loaded plans hold $47.8M in reported assets across 2 sponsors.
  • The largest, Powerex Savings And Retirement Plan, holds 93% of reported Youngwood plan assets.
  • Plans cover 489 participants — about 163 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$47MSummed across loaded plans$46,994,182
Total reported assets$47.8M$47,846,293
Total reported participants489
Total reported liabilities$852.1K$852,111

Reported net position

Reported assets = net assets + liabilities (summed)$47.8M total assets
Net assets$47MLiabilities$852.1K
Contributions & income
Employer contributions$1.7M
Participant contributions$1.1M
Total income / additions$10.6M
Expenses & distributions
Benefits paid / distributions$2M
Total expenses$3.1M
Net increase / (decrease)$7.5M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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

Youngwood market comparison

Largest plan share of assets93%Powerex Savings And Retirement Plan
Participants per plan163Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Youngwood

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

  1. 1
    Powerex Savings And Retirement Plan$44.7M
    Powerex, Inc. · 2023
  2. 2
    Joint Apprenticeship Training Committee Education Fund Of Ppf, L.U.354$3.2M
    Joint Apprenticeship Training Committee Education Fund Of Ppf, · 2023
  3. 3
    Powerex Group Insurance Plannot reported in the loaded dataset
    Powerex, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Youngwood, PA?
3 plan(s) reported by 2 sponsor(s) are loaded for Youngwood, PA.

Related Form 5500 pages