Bryn Mawr, 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, Bryn Mawr, PA has 29 loaded benefit plan(s) reported by 16 plan sponsor(s), with $1,595,318,507 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 29
- Plan sponsors
- 16
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,595,318,507
- Total reported liabilities (EOY)
- $646,806
- Total reported net assets (EOY)
- $1,594,671,701
Contributions & income
- Employer contributions
- $49,683,416
- Participant contributions
- $38,267,814
- Total income / additions
- $264,528,987
Expenses & distributions
- Benefits paid / distributions
- $168,399,336
- Total expenses
- $172,174,998
- Net increase / (decrease)
- $92,353,989
Coverage
- Total reported participants
- 19,241
- Plans with financial statements
- 18
- Plans with provider compensation
- 13
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bryn Mawr, 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 |
|---|---|---|---|
| Essential Utilities, Inc. 401(K) Plan | Essential Utilities, Inc. | $558,501,909 | 2023 |
| Essential Utilities, Inc. Pension Plan | Essential Utilities, Inc. | $321,563,739 | 2023 |
| Bryn Mawr College Retirement Plan | Bryn Mawr College | $306,015,598 | 2023 |
| Bryn Mawr Medical Specialists Association Profit Sharing Plan | Bryn Mawr Medical Specialists Association | $130,543,221 | 2023 |
| Essential Utilities, Inc. Retiree Health And Welfare Plan | Essential Utilities, Inc. | $96,977,342 | 2023 |
| Agnes Irwin School Defined Contribution Retirement Plan | The Agnes Irwin School | $53,475,548 | 2023 |
| Shipley School Defined Contribution Retirement Plan | Shipley School | $48,632,945 | 2023 |
| The Baldwin School Defined Contribution Plan | The Baldwin School | $38,865,682 | 2023 |
| Beaumont Retirement Services, Inc. 403(B) Retirement Savings Plan | Beaumont Retirement Services, Inc | $13,583,935 | 2023 |
| Delta-T Group, Inc. 401(K) Savings Plan | Delta-T Group, Inc. | $11,219,380 | 2023 |
| Robin Harshaw, D.M.D. & Associates, P.C. Profit Sharing 401(K) Plan | Robin D. Harshaw, D.M.D. & Associates, P.C. | $8,469,271 | 2023 |
| Gardner-Fox Associates, Inc. 401(K) & Profit Sharing Plan | Gardner-Fox Associates, Inc. | $4,106,257 | 2023 |
| James Harkins Md | James Harkins Md | $2,579,328 | 2023 |
| Kfs Aba, Inc. Retirement Plan | Kaleidoscope Family Solutions Aba, Inc. | $347,056 | 2023 |
| Bryn Mawr Medical Specialists Flexible Benefits Plan | Bryn Mawr Medical Specialists Association | $346,433 | 2023 |
| Jldj Flooring Inc. Retirement Plan | Jldj Flooring Inc. | $90,000 | 2023 |
| Halu Peni Corporation 401(K) Plan | Halu Peni Corporation | $863 | 2023 |
| Harcum College Defined Contribution 403b Retirement Plan | Harcum College | $0 | 2023 |
| Kaleidoscope Family Solutions Aba Dental & Vision Plan | Kaleidoscope Family Solutions Aba, Inc. | not reported in the loaded dataset | 2023 |
| Beaumont Retirement Services Inc. Welfare Plan | Beaumont Retirement Services Inc. | not reported in the loaded dataset | 2023 |
| Harcum College Life And Ltd Plan | Harcum College | not reported in the loaded dataset | 2023 |
| The Shipley School Health And Welfare Plan | The Shipley School | not reported in the loaded dataset | 2023 |
| Agnes Irwin Group Life And Ltd Plan | The Agnes Irwin School | not reported in the loaded dataset | 2023 |
| Benefit Plan For Active Employees Of Aqua America, Inc. | Essential Utilities, Inc. | not reported in the loaded dataset | 2023 |
| Bryn Mawr College Employee Benefit Plan | Bryn Mawr College | not reported in the loaded dataset | 2023 |
Largest plans in Bryn Mawr → · Bryn Mawr plans by participants → · Bryn Mawr plans with financial data → · Bryn Mawr plans with provider compensation → · $1B+ plans in Bryn Mawr →
Related Form 5500 pages
- All PA Form 5500 filings
- Essential Utilities, Inc. 401(K) Plan (plan 005)
- Essential Utilities, Inc. — all reported plans
- Essential Utilities, Inc. Pension Plan (plan 001)
- Bryn Mawr College Retirement Plan (plan 001)
- Bryn Mawr College — all reported plans
- Bryn Mawr Medical Specialists Association Profit Sharing Plan (plan 002)
- Bryn Mawr Medical Specialists Association — all reported plans
- Essential Utilities, Inc. Retiree Health And Welfare Plan (plan 507)
- Agnes Irwin School Defined Contribution Retirement Plan (plan 001)
- The Agnes Irwin School — all reported plans
- Shipley School Defined Contribution Retirement Plan (plan 001)
- Shipley School — all reported plans
- The Baldwin School Defined Contribution Plan (plan 001)
- The Baldwin School — all reported plans
- Beaumont Retirement Services, Inc. 403(B) Retirement Savings Plan (plan 001)
- Beaumont Retirement Services, Inc — all reported plans
- Delta-T Group, Inc. 401(K) Savings Plan (plan 002)
- Delta-T Group, Inc. — all reported plans
- Robin Harshaw, D.M.D. & Associates, P.C. Profit Sharing 401(K) Plan (plan 001)
- Robin D. Harshaw, D.M.D. & Associates, P.C. — all reported plans
- Gardner-Fox Associates, Inc. 401(K) & Profit Sharing Plan (plan 002)
- Gardner-Fox Associates, Inc. — all reported plans
- James Harkins Md (plan 001)
- James Harkins Md — all reported plans
- Kfs Aba, Inc. Retirement Plan (plan 001)
- Kaleidoscope Family Solutions Aba, Inc. — all reported plans
- Bryn Mawr Medical Specialists Flexible Benefits Plan (plan 501)
- Methodology
- Data sources