Dallas, 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, Dallas, PA has 18 loaded benefit plan(s) reported by 12 plan sponsor(s), with $226,681,563 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
- 12
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $226,681,563
- Total reported liabilities (EOY)
- $51,542
- Total reported net assets (EOY)
- $226,630,021
Contributions & income
- Employer contributions
- $2,846,825
- Participant contributions
- $9,707,983
- Total income / additions
- $46,720,318
Expenses & distributions
- Benefits paid / distributions
- $19,187,302
- Total expenses
- $19,992,659
- Net increase / (decrease)
- $26,727,659
Coverage
- Total reported participants
- 14,024
- Plans with financial statements
- 12
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Dallas, 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 |
|---|---|---|---|
| Misericordia University Tax-Deferred Annuity Retirement Plan | Misericordia University | $89,888,078 | 2023 |
| Bertelsmann Printing Group 401(K) And Profit Sharing Plan | Offset Paperback Mfrs., Inc. | $85,421,625 | 2023 |
| Metz Culinary Management, LLC 401(K) Plan | Metz Culinary Management, LLC | $30,546,567 | 2023 |
| Offset Paperback Mfrs., Inc. Union Employee 401(K) Plan | Offset Paperback Mfrs., Inc. | $16,293,317 | 2023 |
| Northeast Concepts, Inc. 401(K) Plan | Northeast Concepts, Inc. | $2,291,028 | 2023 |
| United Mechanical Corporation 401(K) Plan | United Mechanical Corporation | $988,142 | 2023 |
| Back Mountain Library Association Retirement Plan | Back Mountain Memorial Library Association | $567,519 | 2023 |
| G And J Koz, Inc. Retirement Plan | G And J Koz, Inc. | $290,304 | 2023 |
| North Branch Distribution Co. 401(K) Plan | North Branch Distribution Co. | $195,936 | 2023 |
| Fig Printing Inc. 401(K) Plan | Fig Printing Inc. | $163,100 | 2023 |
| Metz Restaurant Group Medical Benefit Plan (501) | Northeast Concepts, Inc. | $35,947 | 2023 |
| Jennings' New Horizon Investments, Inc. 401(K) Plan | Jennings' New Horizon Investments, Inc. | $0 | 2023 |
| Metz Culinary Management Employee Benefit Plan | Metz Culinary Management | not reported in the loaded dataset | 2023 |
| Vision Plan For Employees Of Offset Paperback Mfrs Inc | Offset Paperback Mfrs, Inc. | not reported in the loaded dataset | 2023 |
| Dental Plan For Employees Of Offset Paperback Mfrs Inc | Offset Paperback Mfrs, Inc. | not reported in the loaded dataset | 2023 |
| Ecumenical Enterprises, Inc. Employee Benefit Plan | Ecumenical Enterprises, Inc. | not reported in the loaded dataset | 2023 |
| Misericordia University Health And Welfare Benefit Wrap Plan | Misericordia University | not reported in the loaded dataset | 2023 |
| Atlanta Restaurant Group Employee Benefits Plan | Atlanta Restaurant Group | not reported in the loaded dataset | 2023 |
Largest plans in Dallas → · Dallas plans by participants → · Dallas plans with financial data → · Dallas plans with provider compensation → · $1B+ plans in Dallas →
Related Form 5500 pages
- All PA Form 5500 filings
- Misericordia University Tax-Deferred Annuity Retirement Plan (plan 002)
- Misericordia University — all reported plans
- Bertelsmann Printing Group 401(K) And Profit Sharing Plan (plan 002)
- Offset Paperback Mfrs., Inc. — all reported plans
- Metz Culinary Management, LLC 401(K) Plan (plan 001)
- Metz Culinary Management, LLC — all reported plans
- Offset Paperback Mfrs., Inc. Union Employee 401(K) Plan (plan 003)
- Northeast Concepts, Inc. 401(K) Plan (plan 001)
- Northeast Concepts, Inc. — all reported plans
- United Mechanical Corporation 401(K) Plan (plan 001)
- United Mechanical Corporation — all reported plans
- Back Mountain Library Association Retirement Plan (plan 001)
- Back Mountain Memorial Library Association — all reported plans
- G And J Koz, Inc. Retirement Plan (plan 001)
- G And J Koz, Inc. — all reported plans
- North Branch Distribution Co. 401(K) Plan (plan 001)
- North Branch Distribution Co. — all reported plans
- Fig Printing Inc. 401(K) Plan (plan 001)
- Fig Printing Inc. — all reported plans
- Metz Restaurant Group Medical Benefit Plan (501) (plan 501)
- Jennings' New Horizon Investments, Inc. 401(K) Plan (plan 001)
- Jennings' New Horizon Investments, Inc. — all reported plans
- Metz Culinary Management Employee Benefit Plan (plan 503)
- Vision Plan For Employees Of Offset Paperback Mfrs Inc (plan 509)
- Dental Plan For Employees Of Offset Paperback Mfrs Inc (plan 510)
- Methodology
- Data sources