Plan5500

Cleona, 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, Cleona, PA has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $87,431 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$24KSummed across loaded plans$23,958
Total reported assets$87.4K$87,431
Total reported participants482
Total reported liabilities$63.5K$63,473

Reported net position

Reported assets = net assets + liabilities (summed)$87.4K total assets
Net assets$24KLiabilities$63.5K
Contributions & income
Employer contributions$654.8K
Participant contributions$185.8K
Total income / additions$842.1K
Expenses & distributions
Benefits paid / distributions$427.9K
Total expenses$760.1K
Net increase / (decrease)$82K

Data coverage

Plans with financial statements1 / 4 (25%)
Plans with provider compensation1 / 4 (25%)

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

Cleona market comparison

Largest plan share of assets100%Henise Tire Service Inc Group Medical Plan
Participants per plan121Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Cleona

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

  1. 1
    Henise Tire Service Inc Group Medical Plan$87.4K
    Henise Tire Service, Inc. · 2023
  2. 2
    Jonestown Bank & Trust Company Of Jonestown Pennsylvania Medical Plannot reported in the loaded dataset
    Jonestown Bank & Trust Company · 2023
  3. 3
    Jonestown Bank And Trust Company Of Jonestown Pennsylvania Employee Benefits Plannot reported in the loaded dataset
    Jonestown Bank & Trust Company · 2023
  4. 4
    Henise Tire Service Inc Group Insurance Plannot reported in the loaded dataset
    Henise Tire Service, Inc. · 2023

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

Related Form 5500 pages