Bedford, 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, Bedford, PA has 8 loaded benefit plan(s) reported by 4 plan sponsor(s), with $49,339,253 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
4
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$49,339,253
Total reported liabilities (EOY)
$92,317
Total reported net assets (EOY)
$49,246,936

Contributions & income

Employer contributions
$1,039,439
Participant contributions
$2,905,339
Total income / additions
$10,847,000

Expenses & distributions

Benefits paid / distributions
$3,911,907
Total expenses
$3,975,372
Net increase / (decrease)
$6,871,628

Coverage

Total reported participants
1,685
Plans with financial statements
4
Plans with provider compensation
4

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

Largest loaded plans in Bedford, PA
PlanSponsorReported assets (EOY)Year
Rockland, Inc. Profit Sharing PlanRockland, Inc.$20,300,6832023
Bedford Reinforced Plastics, Inc. 401(K) Profit Sharing PlanBedford Reinforced Plastics, Inc.$10,620,6022023
Thomas Automotive Family 401(K) PlanThomas Automotive Family LLC$10,440,1942023
Sac, Inc. 401k PlanSac, Inc.$7,977,7742023
Thomas Chevrolet, Inc. & Affiliated Companies Dental PlanThomas Automotive Family LLCnot reported in the loaded dataset2023
Thomas Chevrolet, Inc. & Affiliated Companies Welfare Benefits PlanThomas Automotive Family LLCnot reported in the loaded dataset2023
Thomas Chevrolet, Inc. & Affiliated Companies Life & Disability PlanThomas Automotive Family LLCnot reported in the loaded dataset2023
Thomas Chevrolet, Inc. & Affiliated Companies Vision PlanThomas Automotive Family LLCnot reported in the loaded dataset2023

Related Form 5500 pages