Plan5500

Bellefonte, 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, Bellefonte, PA has 9 loaded benefit plan(s) reported by 7 plan sponsor(s), with $222,946,724 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
7
Latest filing year
2023

What stands out in Bellefonte

  • 9 loaded plans hold $222.9M in reported assets across 7 sponsors.
  • The largest, Restek Corporation Profit Sharing And Esop, holds 97% of reported Bellefonte plan assets.
  • Plans cover 1,115 participants — about 124 per plan.
  • 78% 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$206.9MSummed across loaded plans$206,897,361
Total reported assets$222.9M$222,946,724
Total reported participants1.1K1,115
Total reported liabilities$16M$16,049,363

Reported net position

Reported assets = net assets + liabilities (summed)$222.9M total assets
Net assets$206.9MLiabilities$16M
Contributions & income
Employer contributions$1.2M
Participant contributions$3.9M
Total income / additions$26.1M
Expenses & distributions
Benefits paid / distributions$18.5M
Total expenses$19.2M
Net increase / (decrease)$6.9M

Data coverage

Plans with financial statements7 / 9 (78%)
Plans with provider compensation3 / 9 (33%)

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

Bellefonte market comparison

Largest plan share of assets97%Restek Corporation Profit Sharing And Esop
Participants per plan124Average across loaded plans
Plan sponsors7
Ranked by reported assets

Largest loaded plans in Bellefonte

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

  1. 1
    Restek Corporation Profit Sharing And Esop$215.9M
    Restek Corporation · 2023
  2. 2
    Centre Care, Inc. Savings And Retirement Plan$4.3M
    Centre Care, Inc. · 2023
  3. 3
    Mapaca Corp. Profit Sharing Plan$1.5M
    Mapaca Corp. · 2023
  4. 4
    S. Candace Covey Od Profit Sharing Plan$670.4K
    S. Candace Covey · 2023
  5. 5
    Stauffer Transportation Co., Inc. Retirement Plan$650K
    Stauffer Transportation Co., Inc. · 2023
  6. 6
    G. M. Mccrossin, Inc. Employee Benefit Plan$4K
    G.M. Mccrossin, Inc. · 2023
  7. 7
    Parrish Apothecary Shop Mppp$0
    Parrish Apothecary Shop Mppp · 2023
  8. 8
    Restek Corporation Health And Welfare Benefit Plannot reported in the loaded dataset
    Restek Corporation · 2023
  9. 9
    Centre Crest Employee Welfare Benefit Plannot reported in the loaded dataset
    Centre Care, Inc. D/B/A Centre Crest · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Bellefonte, PA?
9 plan(s) reported by 7 sponsor(s) are loaded for Bellefonte, PA.

Related Form 5500 pages