Altoona, 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, Altoona, PA has 42 loaded benefit plan(s) reported by 27 plan sponsor(s), with $1,704,422,208 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 42
- Plan sponsors
- 27
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,704,422,208
- Total reported liabilities (EOY)
- $450,111
- Total reported net assets (EOY)
- $1,700,170,782
Contributions & income
- Employer contributions
- $58,625,115
- Participant contributions
- $69,430,793
- Total income / additions
- $497,538,598
Expenses & distributions
- Benefits paid / distributions
- $136,923,636
- Total expenses
- $140,447,392
- Net increase / (decrease)
- $357,091,206
Coverage
- Total reported participants
- 74,351
- Plans with financial statements
- 27
- Plans with provider compensation
- 17
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Altoona, 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 |
|---|---|---|---|
| Sheetz, Inc. Employee Stock Ownership Plan | Sheetz, Inc. | $686,202,616 | 2023 |
| Sheetz, Inc. 401(K) Retirement Plan | Sheetz, Inc | $669,529,849 | 2023 |
| Ward Transport & Logistics Corp. 401(K) Profit Sharing Plan | Ward Transport & Logistics Corp. | $78,800,310 | 2023 |
| Pyramid Healthcare, Inc. 401(K) Retirement Plan | Pyramid Healthcare, Inc. | $58,048,400 | 2023 |
| The Eads Group 401(K) Profit Sharing Plan | The Eads Group, Inc. | $32,715,701 | 2023 |
| Leonard S. Fiore, Inc. Savings And Prevailing Wage Plan | Leonard S. Fiore, Inc. | $22,996,464 | 2023 |
| Your Building Centers, Inc. Capital Accumulation 401k Plan | Your Building Centers, Inc. | $21,772,119 | 2023 |
| Degol Organization Lp 401k Profit Sharing Plan | The Degol Organization Lp | $20,238,638 | 2023 |
| Curry Supply Company, Inc. 401(K) Profit Sharing Plan | Curry Supply Company, Inc. | $20,086,666 | 2023 |
| Your Building Centers, Inc. Employee Stock Ownership Plan | Your Building Centers, Inc. | $19,347,837 | 2023 |
| Altoona Regional Health System 403(B) Plan | Upmc Altoona | $14,898,086 | 2023 |
| Reliance Savings Bank Profit Sharing And 401(K) Plan | Reliance Savings Bank | $14,158,703 | 2023 |
| The Blair Companies Retirement Income Plan | Blair Image Elements | $10,530,699 | 2023 |
| Blair Senior Services, Inc Money Purchase Plan | Blair Senior Services, Inc | $6,631,481 | 2023 |
| Forever 401(K) Plan | Forever Media, Inc. | $6,570,218 | 2023 |
| Altoona Ob/Gyn Associates 401(K) Profit Sharing Plan | Altoona Ob/Gyn Associates, Inc. | $3,801,315 | 2023 |
| Feeziatry Inc Money Purchase Plan | Feeziatry Inc | $3,670,874 | 2023 |
| Jpn Management, Inc. 401(K) Profit Sharing Plan | Jpn Management, Inc. | $3,456,129 | 2023 |
| Lexington Hospitalists, Inc. 401(K) Profit Sharing Plan | Lexington Hospitalists, Inc | $3,105,560 | 2023 |
| Burgmeier Hauling 401(K) Retirement Plan | Burgmeier Hauling, Inc. | $2,493,870 | 2023 |
| Mountain Research, Inc. Employee Stock Ownership Plan | Mountain Research, Inc. | $2,229,560 | 2023 |
| Lexington Surgical Associates, Inc. Profit Sharing Plan | Lexington Surgical Associates, Inc. | $2,062,889 | 2023 |
| Forever Media, Inc. Group Medical Plan | Forever Media, Inc. | $770,827 | 2023 |
| Family Services, Inc. Employee Benefit Plan | Family Services Incorporated | $193,410 | 2023 |
| Blair Gastroenterology Associates, Inc. Employee Benefit Plan | Blair Gastroenterology Associates | $70,701 | 2023 |
Largest plans in Altoona → · Altoona plans by participants → · Altoona plans with financial data → · Altoona plans with provider compensation → · $1B+ plans in Altoona →
Related Form 5500 pages
- All PA Form 5500 filings
- Sheetz, Inc. Employee Stock Ownership Plan (plan 003)
- Sheetz, Inc. — all reported plans
- Sheetz, Inc. 401(K) Retirement Plan (plan 002)
- Ward Transport & Logistics Corp. 401(K) Profit Sharing Plan (plan 001)
- Ward Transport & Logistics Corp. — all reported plans
- Pyramid Healthcare, Inc. 401(K) Retirement Plan (plan 001)
- Pyramid Healthcare, Inc. — all reported plans
- The Eads Group 401(K) Profit Sharing Plan (plan 001)
- The Eads Group, Inc. — all reported plans
- Leonard S. Fiore, Inc. Savings And Prevailing Wage Plan (plan 002)
- Leonard S. Fiore, Inc. — all reported plans
- Your Building Centers, Inc. Capital Accumulation 401k Plan (plan 002)
- Your Building Centers, Inc. — all reported plans
- Degol Organization Lp 401k Profit Sharing Plan (plan 001)
- The Degol Organization Lp — all reported plans
- Curry Supply Company, Inc. 401(K) Profit Sharing Plan (plan 002)
- Curry Supply Company, Inc. — all reported plans
- Your Building Centers, Inc. Employee Stock Ownership Plan (plan 003)
- Altoona Regional Health System 403(B) Plan (plan 003)
- Upmc Altoona — all reported plans
- Reliance Savings Bank Profit Sharing And 401(K) Plan (plan 002)
- Reliance Savings Bank — all reported plans
- The Blair Companies Retirement Income Plan (plan 001)
- Blair Image Elements — all reported plans
- Blair Senior Services, Inc Money Purchase Plan (plan 001)
- Blair Senior Services, Inc — all reported plans
- Forever 401(K) Plan (plan 001)
- Forever Media, Inc. — all reported plans
- Methodology
- Data sources