Carlisle, 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, Carlisle, PA has 36 loaded benefit plan(s) reported by 26 plan sponsor(s), with $1,265,811,933 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 36
- Plan sponsors
- 26
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,265,811,933
- Total reported liabilities (EOY)
- $1,155,646
- Total reported net assets (EOY)
- $1,265,066,447
Contributions & income
- Employer contributions
- $40,970,308
- Participant contributions
- $49,747,439
- Total income / additions
- $268,635,474
Expenses & distributions
- Benefits paid / distributions
- $107,614,584
- Total expenses
- $110,744,997
- Net increase / (decrease)
- $157,890,477
Coverage
- Total reported participants
- 75,839
- Plans with financial statements
- 28
- Plans with provider compensation
- 22
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Carlisle, 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 |
|---|---|---|---|
| The Giant Company 401(K) Plan | The Giant Company LLC | $910,317,007 | 2023 |
| Dickinson College Tax Deferred Annuity Plan | Dickinson College | $131,251,058 | 2023 |
| Dickinson College Defined Contribution Retirement Plan | Dickinson College | $116,232,059 | 2023 |
| Daily Express, Inc. Employees Retirement & Profit Sharing Plan & Trust | Daily Express, Inc. | $44,303,845 | 2023 |
| Motor Truck Equipment Co. 401(K) Plan | Motor Truck Equipment Co. | $14,686,078 | 2023 |
| Allen Distribution 401(K) And Profit Sharing Plan | Allen Distribution | $9,869,058 | 2023 |
| Retirement Program For The Employees Of The Arc Of Cumberland And Perry Counties | The Arc Of Cumberland And Perry Counties | $8,005,349 | 2023 |
| Flight Systems Industrial Products, Inc. 401(K) Savings Plan | Flight Systems Industrial Products, Inc. | $7,567,304 | 2023 |
| Emeriti Retiree Health Plan For Dickinson College | Dickinson College | $4,744,755 | 2023 |
| 403(B) Thrift Plan Of The Alliance Home Dba Chapel Pointe At Carlisle | The Alliance Home | $3,749,005 | 2023 |
| Pilot Water Solutions LLC 401(K) Profit Sharing Plan & Trust | Pilot Water Solutions LLC | $3,236,787 | 2023 |
| Organic Remedies, Inc. 401(K) Plan | Organic Remedies, Inc. | $2,848,697 | 2023 |
| Carlisle Neuro Care Defined Benefit Plan | Carlisle Neuro Care | $2,552,645 | 2023 |
| Profit Sharing Plan Of Blue Mountain Associates, Pc | Blue Mountain Anesthesia Associates Pc | $2,392,396 | 2023 |
| Bonsall, Manfredi & Associates, Pc Profit Sharing Plan | Bonsall, Manfredi & Associates, Pc | $1,627,854 | 2023 |
| Motor Truck Equipment Company Health Care Plan | Motor Truck Equipment Company | $1,311,296 | 2023 |
| Tamzen'S Bridal At Butler Manor, Inc. Retirement Plan | Tamzen'S Bridal At Butler Manor, Inc. | $285,278 | 2023 |
| Daily Express, Inc. Employee Benefit Plan | Daily Express, Inc. | $191,014 | 2023 |
| Usa Spares, Inc. Employee Benefit Plan | Usa Spares, Inc. | $181,837 | 2023 |
| Salzmann Hughes, P.C. Employee Benefit Plan | Salzmann Hughes, P.C. | $154,180 | 2023 |
| The Arc Of Cumberland And Perry Counties Group Medical Plan | The Arc Of Cumberland And Perry Counties | $146,740 | 2023 |
| Carlisle Packaging Company, Inc. Employee Benefit Plan | Carlisle Packaging Company, Inc. | $92,053 | 2023 |
| Tex Visions LLC Employee Benefit Plan | Tex Visions LLC | $54,492 | 2023 |
| Yellow Breeches Educational Center, Inc. Group Medical Plan | Yellow Breeches Educational Center, Inc. | $6,934 | 2023 |
| The Tuckey Companies Employee Benefit Plan 525 | Tuckey Mechanical Services Inc | $4,212 | 2023 |
Largest plans in Carlisle → · Carlisle plans by participants → · Carlisle plans with financial data → · Carlisle plans with provider compensation → · $1B+ plans in Carlisle →
Related Form 5500 pages
- All PA Form 5500 filings
- The Giant Company 401(K) Plan (plan 001)
- The Giant Company LLC — all reported plans
- Dickinson College Tax Deferred Annuity Plan (plan 002)
- Dickinson College — all reported plans
- Dickinson College Defined Contribution Retirement Plan (plan 001)
- Daily Express, Inc. Employees Retirement & Profit Sharing Plan & Trust (plan 002)
- Daily Express, Inc. — all reported plans
- Motor Truck Equipment Co. 401(K) Plan (plan 002)
- Motor Truck Equipment Co. — all reported plans
- Allen Distribution 401(K) And Profit Sharing Plan (plan 001)
- Allen Distribution — all reported plans
- Retirement Program For The Employees Of The Arc Of Cumberland And Perry Counties (plan 001)
- The Arc Of Cumberland And Perry Counties — all reported plans
- Flight Systems Industrial Products, Inc. 401(K) Savings Plan (plan 001)
- Flight Systems Industrial Products, Inc. — all reported plans
- Emeriti Retiree Health Plan For Dickinson College (plan 510)
- 403(B) Thrift Plan Of The Alliance Home Dba Chapel Pointe At Carlisle (plan 001)
- The Alliance Home — all reported plans
- Pilot Water Solutions LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- Pilot Water Solutions LLC — all reported plans
- Organic Remedies, Inc. 401(K) Plan (plan 001)
- Organic Remedies, Inc. — all reported plans
- Carlisle Neuro Care Defined Benefit Plan (plan 004)
- Carlisle Neuro Care — all reported plans
- Profit Sharing Plan Of Blue Mountain Associates, Pc (plan 002)
- Blue Mountain Anesthesia Associates Pc — all reported plans
- Bonsall, Manfredi & Associates, Pc Profit Sharing Plan (plan 001)
- Bonsall, Manfredi & Associates, Pc — all reported plans
- Methodology
- Data sources