Coatesville, 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, Coatesville, PA has 18 loaded benefit plan(s) reported by 13 plan sponsor(s), with $41,584,710 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 18
- Plan sponsors
- 13
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $41,584,710
- Total reported liabilities (EOY)
- $2,995,273
- Total reported net assets (EOY)
- $38,617,663
Contributions & income
- Employer contributions
- $6,686,535
- Participant contributions
- $3,692,049
- Total income / additions
- $15,952,358
Expenses & distributions
- Benefits paid / distributions
- $7,808,555
- Total expenses
- $9,065,817
- Net increase / (decrease)
- $6,886,541
Coverage
- Total reported participants
- 2,201
- Plans with financial statements
- 13
- Plans with provider compensation
- 7
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Coatesville, 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 |
|---|---|---|---|
| Aerzen Usa Corp. 401(K) Profit Sharing Plan & Trust | Aerzen Usa Corp | $13,200,369 | 2023 |
| Witmer Public Safety Group, Inc. 401(K) Profit Sharing Plan And Trust | Witmer Public Safety Group, Inc. | $9,962,129 | 2023 |
| Armstrong Engineering Associates, Inc. Employee Stock Ownership Plan | Armstong Chemtec Group, Inc. | $4,499,149 | 2023 |
| Armstrong Engineering Associates, Inc. Employee Stock Ownership Plan | Armstrong Chemtec Group, Inc. | $4,499,149 | 2023 |
| Presence Bank Employee Stock Ownership Plan | Presence Bank | $2,780,188 | 2023 |
| Harrison Enterprises 401(K) Plan | Harrison Enterprises | $2,445,867 | 2023 |
| Jgm Fabricators & Constructors LLC 401(K) Plan | Jgm Fabricators & Constructors LLC | $2,420,760 | 2023 |
| Roberts Filter Holding Company 401(K) Savings Plan | Roberts Filter Holding Company | $1,242,231 | 2023 |
| L.F. Lambert Spawn Company, Inc. Group Medical Plan | L.F. Lambert Spawn Company, Inc. | $258,760 | 2023 |
| Aerzen Usa Corp. Group Medical Plan | Aerzen Usa Corp. | $191,215 | 2023 |
| Jgm Fabricators & Constructors LLC Employee Benefit Plan 510 | Jgm Fabricators & Constructors L | $55,157 | 2023 |
| Dot Art 401k | Our Dot Art Inc. | $29,736 | 2023 |
| Pierce Innovations Inc. Retirement Plan | Pierce Innovations Inc. | $0 | 2023 |
| Aerzen Usa Corp. Group Insurance Corp. | Aerzen Usa Corp. | not reported in the loaded dataset | 2023 |
| Witmer Public Safety Group, Inc. Flexible Benefits Plan | Witmer Public Safety Group, Inc. | not reported in the loaded dataset | 2023 |
| Ballymore Company, Inc Benefit Plan | Ballymore Company, Inc | not reported in the loaded dataset | 2023 |
| L.F. Lambert Spawn Company, Inc. Employee Benefit Plan | L.F. Lambert Spawn Company, Inc. | not reported in the loaded dataset | 2023 |
| Harrison Senior Living Inc. Health And Welfare Plan | Harrison Senior Living Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Coatesville → · Coatesville plans by participants → · Coatesville plans with financial data → · Coatesville plans with provider compensation → · $1B+ plans in Coatesville →
Related Form 5500 pages
- All PA Form 5500 filings
- Aerzen Usa Corp. 401(K) Profit Sharing Plan & Trust (plan 001)
- Aerzen Usa Corp — all reported plans
- Witmer Public Safety Group, Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Witmer Public Safety Group, Inc. — all reported plans
- Armstrong Engineering Associates, Inc. Employee Stock Ownership Plan (plan 003)
- Armstong Chemtec Group, Inc. — all reported plans
- Armstrong Engineering Associates, Inc. Employee Stock Ownership Plan (plan 003)
- Armstrong Chemtec Group, Inc. — all reported plans
- Presence Bank Employee Stock Ownership Plan (plan 003)
- Presence Bank — all reported plans
- Harrison Enterprises 401(K) Plan (plan 001)
- Harrison Enterprises — all reported plans
- Jgm Fabricators & Constructors LLC 401(K) Plan (plan 001)
- Jgm Fabricators & Constructors LLC — all reported plans
- Roberts Filter Holding Company 401(K) Savings Plan (plan 001)
- Roberts Filter Holding Company — all reported plans
- L.F. Lambert Spawn Company, Inc. Group Medical Plan (plan 502)
- L.F. Lambert Spawn Company, Inc. — all reported plans
- Aerzen Usa Corp. Group Medical Plan (plan 502)
- Jgm Fabricators & Constructors LLC Employee Benefit Plan 510 (plan 510)
- Dot Art 401k (plan 001)
- Our Dot Art Inc. — all reported plans
- Pierce Innovations Inc. Retirement Plan (plan 001)
- Pierce Innovations Inc. — all reported plans
- Aerzen Usa Corp. Group Insurance Corp. (plan 501)
- Witmer Public Safety Group, Inc. Flexible Benefits Plan (plan 501)
- Methodology
- Data sources