Charleroi, 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, Charleroi, PA has 10 loaded benefit plan(s) reported by 5 plan sponsor(s), with $98,241,400 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 10
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $98,241,400
- Total reported liabilities (EOY)
- $29,331
- Total reported net assets (EOY)
- $98,212,069
Contributions & income
- Employer contributions
- $9,824,970
- Participant contributions
- $3,802,487
- Total income / additions
- $27,112,500
Expenses & distributions
- Benefits paid / distributions
- $13,308,094
- Total expenses
- $13,696,846
- Net increase / (decrease)
- $13,415,654
Coverage
- Total reported participants
- 3,469
- Plans with financial statements
- 7
- Plans with provider compensation
- 7
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Charleroi, 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 |
|---|---|---|---|
| Dmi Companies, Inc. And Affiliated Companies 401(K) Plan | Dmi Companies, Inc. | $25,741,443 | 2023 |
| Southwestern Pa Human Services, Inc. Tax Sheltered Annuity Plan | Southwestern Pa Human Services, Inc. | $25,249,624 | 2023 |
| Southwestern Pa Human Services, Inc. Pension Plan | Southwestern Pa Human Services, Inc. | $21,800,056 | 2023 |
| Valley Tire Retirement Plan | Valley Tire Company | $13,022,894 | 2023 |
| Lacarte Enterprises Inc 401(K) Profit Sharing Plan & Trust | Lacarte Enterprises Inc | $11,690,795 | 2023 |
| Riskey & Sons Tire And Auto 401(K) Profit Sharing Plan | Riskey & Sons Tire And Auto, Inc. | $733,192 | 2023 |
| Southwestern Pennsylvania Human Services, Inc. Group Medical Plan (508) | Southwestern Pennsylvania Human Services, Inc. | $3,396 | 2023 |
| Valley Tire Company, Inc. Employee Benefits Plan | Valley Tire Company | not reported in the loaded dataset | 2023 |
| Dmi Companies, Inc. Employee Benefit Plan | Dmi Companies, Inc. | not reported in the loaded dataset | 2023 |
| Southwestern Pennsylvania Human Services, Inc Health & Welfare Plan | Southwestern Pennsylvania Human Services, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Charleroi → · Charleroi plans by participants → · Charleroi plans with financial data → · Charleroi plans with provider compensation → · $1B+ plans in Charleroi →
Related Form 5500 pages
- All PA Form 5500 filings
- Dmi Companies, Inc. And Affiliated Companies 401(K) Plan (plan 002)
- Dmi Companies, Inc. — all reported plans
- Southwestern Pa Human Services, Inc. Tax Sheltered Annuity Plan (plan 002)
- Southwestern Pa Human Services, Inc. — all reported plans
- Southwestern Pa Human Services, Inc. Pension Plan (plan 001)
- Valley Tire Retirement Plan (plan 001)
- Valley Tire Company — all reported plans
- Lacarte Enterprises Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Lacarte Enterprises Inc — all reported plans
- Riskey & Sons Tire And Auto 401(K) Profit Sharing Plan (plan 001)
- Riskey & Sons Tire And Auto, Inc. — all reported plans
- Southwestern Pennsylvania Human Services, Inc. Group Medical Plan (508) (plan 508)
- Valley Tire Company, Inc. Employee Benefits Plan (plan 501)
- Dmi Companies, Inc. Employee Benefit Plan (plan 501)
- Southwestern Pennsylvania Human Services, Inc Health & Welfare Plan (plan 507)
- Methodology
- Data sources