Broomall, 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, Broomall, PA has 16 loaded benefit plan(s) reported by 14 plan sponsor(s), with $50,861,607 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 16
- Plan sponsors
- 14
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $50,861,607
- Total reported liabilities (EOY)
- $132,928
- Total reported net assets (EOY)
- $50,728,679
Contributions & income
- Employer contributions
- $1,374,979
- Participant contributions
- $3,602,324
- Total income / additions
- $11,725,115
Expenses & distributions
- Benefits paid / distributions
- $4,363,315
- Total expenses
- $5,013,774
- Net increase / (decrease)
- $6,711,341
Coverage
- Total reported participants
- 1,668
- Plans with financial statements
- 14
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Broomall, 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 |
|---|---|---|---|
| Xactus LLC 401(K) Profit Sharing Plan & Trust | Xactus LLC | $18,295,755 | 2023 |
| Brothers, Inc. 401(K) Plan | Brothers, Inc. | $11,650,301 | 2023 |
| Endurance Group, LLC 401(K) Plan | Endurance Group, LLC | $9,656,283 | 2023 |
| M. Cohen & Sons, Inc. 401(K) Plan | M. Cohen & Sons, Inc. | $4,601,657 | 2023 |
| Marcellino Enterprises, Inc. Retirement Plan | Marcellino Enterprises, Inc. | $2,072,978 | 2023 |
| General Highway Products, Inc. Profit Sharing Plan | General Highway Products, Inc. | $1,966,227 | 2023 |
| Mackin Medical, Inc. 401k & Profit Sharing Plan | Mackin Medical, Inc. | $1,062,138 | 2023 |
| Jlb Agency Retirement Plan | Jlb Agency, Inc. | $838,400 | 2023 |
| S And F Auto, Inc. Retirement Plan | S And F Auto, Inc. | $282,418 | 2023 |
| Kab Agency Retirement Plan | Kab Agency, Inc. | $194,519 | 2023 |
| Sjm430 Enterprises, Inc 401(K) Profit Sharing Plan | Sjm430 Enterprises, Inc. | $113,791 | 2023 |
| Kmj Enterprises LLC 401 (K) Profit Sharing Plan & | Kmj Enterprises, LLC | $70,115 | 2023 |
| Save Philly Stores, Lp Employee Benefit Plan | Save Philly Stores, Lp | $57,025 | 2023 |
| Professional Health Services, Inc. Employee Benefit Plan | Professional Health Services, Inc. | $0 | 2023 |
| Xactus, LLC Benefits Plan | Xactus, LLC | not reported in the loaded dataset | 2023 |
| Brothers, Inc. Welfare Benefits Plan | Brothers, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Broomall → · Broomall plans by participants → · Broomall plans with financial data → · Broomall plans with provider compensation → · $1B+ plans in Broomall →
Related Form 5500 pages
- All PA Form 5500 filings
- Xactus LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- Xactus LLC — all reported plans
- Brothers, Inc. 401(K) Plan (plan 001)
- Brothers, Inc. — all reported plans
- Endurance Group, LLC 401(K) Plan (plan 001)
- Endurance Group, LLC — all reported plans
- M. Cohen & Sons, Inc. 401(K) Plan (plan 001)
- M. Cohen & Sons, Inc. — all reported plans
- Marcellino Enterprises, Inc. Retirement Plan (plan 001)
- Marcellino Enterprises, Inc. — all reported plans
- General Highway Products, Inc. Profit Sharing Plan (plan 001)
- General Highway Products, Inc. — all reported plans
- Mackin Medical, Inc. 401k & Profit Sharing Plan (plan 005)
- Mackin Medical, Inc. — all reported plans
- Jlb Agency Retirement Plan (plan 001)
- Jlb Agency, Inc. — all reported plans
- S And F Auto, Inc. Retirement Plan (plan 001)
- S And F Auto, Inc. — all reported plans
- Kab Agency Retirement Plan (plan 001)
- Kab Agency, Inc. — all reported plans
- Sjm430 Enterprises, Inc 401(K) Profit Sharing Plan (plan 001)
- Sjm430 Enterprises, Inc. — all reported plans
- Kmj Enterprises LLC 401 (K) Profit Sharing Plan & (plan 001)
- Kmj Enterprises, LLC — all reported plans
- Save Philly Stores, Lp Employee Benefit Plan (plan 501)
- Save Philly Stores, Lp — all reported plans
- Professional Health Services, Inc. Employee Benefit Plan (plan 501)
- Professional Health Services, Inc. — all reported plans
- Xactus, LLC Benefits Plan (plan 501)
- Methodology
- Data sources