Concordville, 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, Concordville, PA has 10 loaded benefit plan(s) reported by 4 plan sponsor(s), with $553,828,137 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
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $553,828,137
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $553,828,137
Contributions & income
- Employer contributions
- $6,700,982
- Participant contributions
- $7,554,655
- Total income / additions
- $69,521,037
Expenses & distributions
- Benefits paid / distributions
- $51,713,431
- Total expenses
- $53,198,178
- Net increase / (decrease)
- $16,322,859
Coverage
- Total reported participants
- 5,684
- Plans with financial statements
- 6
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Concordville, 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 |
|---|---|---|---|
| Pension Plan For Employees Of Southco, Inc. | Southco, Inc. | $157,270,512 | 2023 |
| Touchpoint, Inc. Employees' 401(K) Plan | Touchpoint, Inc. | $142,964,792 | 2023 |
| Touchpoint, Inc. Employee Stock Ownership Plan | Touchpoint, Inc. | $96,312,991 | 2023 |
| The Glen Mills Schools Retirement Plan | The Glen Mills Schools | $74,406,612 | 2023 |
| Glen Mills Schools Savings And Protection Plan | Glen Mills Schools | $52,602,334 | 2023 |
| Lafrance Corp Cash Or Deferred Profit Sharing Plan | Lafrance Corporation | $30,270,896 | 2023 |
| Southco, Inc. Retiree Benefit Plan | Southco, Inc. | not reported in the loaded dataset | 2023 |
| Lafrance Corp Health And Welfare Plan | Lafrance Corp | not reported in the loaded dataset | 2023 |
| Southco, Inc. Health Reimbursement Arrangement Retiree Medical Account | Southco, Inc. | not reported in the loaded dataset | 2023 |
| Touchpoint, Inc. Employee Benefit Plan | Touchpoint, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Concordville → · Concordville plans by participants → · Concordville plans with financial data → · Concordville plans with provider compensation → · $1B+ plans in Concordville →
Related Form 5500 pages
- All PA Form 5500 filings
- Pension Plan For Employees Of Southco, Inc. (plan 002)
- Southco, Inc. — all reported plans
- Touchpoint, Inc. Employees' 401(K) Plan (plan 006)
- Touchpoint, Inc. — all reported plans
- Touchpoint, Inc. Employee Stock Ownership Plan (plan 005)
- The Glen Mills Schools Retirement Plan (plan 001)
- The Glen Mills Schools — all reported plans
- Glen Mills Schools Savings And Protection Plan (plan 002)
- Lafrance Corp Cash Or Deferred Profit Sharing Plan (plan 001)
- Lafrance Corporation — all reported plans
- Southco, Inc. Retiree Benefit Plan (plan 511)
- Lafrance Corp Health And Welfare Plan (plan 521)
- Southco, Inc. Health Reimbursement Arrangement Retiree Medical Account (plan 504)
- Touchpoint, Inc. Employee Benefit Plan (plan 510)
- Methodology
- Data sources