Downingtown, 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, Downingtown, PA has 21 loaded benefit plan(s) reported by 18 plan sponsor(s), with $97,893,814 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 21
- Plan sponsors
- 18
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $97,893,814
- Total reported liabilities (EOY)
- $25,342,890
- Total reported net assets (EOY)
- $72,173,924
Contributions & income
- Employer contributions
- $2,605,800
- Participant contributions
- $3,404,698
- Total income / additions
- $22,854,054
Expenses & distributions
- Benefits paid / distributions
- $2,679,636
- Total expenses
- $3,785,518
- Net increase / (decrease)
- $19,068,536
Coverage
- Total reported participants
- 3,321
- Plans with financial statements
- 15
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Downingtown, 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 |
|---|---|---|---|
| Valsource, Inc. Employee Stock Ownership Plan | Valsource, Inc. | $51,213,775 | 2023 |
| Valsource, Inc. 401(K) Plan | Valsource, Inc. | $37,736,120 | 2023 |
| Ccres 403(B) Plan | Ccres | $3,659,761 | 2023 |
| Jeff D'Ambrosio Dodge 401(K) Plan | D'Ambrosio'S Dodge, Inc. | $2,763,878 | 2023 |
| Home Care Of Chester County Inc. Profit Sharing Plan | Home Care Of Chester County Inc. | $1,046,888 | 2023 |
| Schorn Construction Employee Stock Ownership Plan | Schorn Construction Co., Inc. | $491,133 | 2023 |
| Mel Express Inc. Retirement Plan | Mel Express Inc. | $377,000 | 2023 |
| Leoness Corporation 401(K) Plan | Leoness Corporation | $191,872 | 2023 |
| Jacsek Enterprises, Inc. 401(K) Profit Sharing Plan | Jacsek Enterprises, Inc. | $154,419 | 2023 |
| Carolina Heritage Corp. 401(K) Profit Sharing Plan | Carolina Heritage Corp. | $103,451 | 2023 |
| Smocks & Brushes Inc. Retirement Plan | Smocks & Brushes Inc. | $96,531 | 2023 |
| Djw Service Corporation, Inc. 401(K) Profit Sharing Plan | Djw Service Corporation, Inc. | $33,370 | 2023 |
| Brandywine Valley Concrete Construction, Ltd Employee Benefit Plan | Brandywine Valley Concrete Construction, Ltd | $15,940 | 2023 |
| Upper Darby Sign Company Employee Benefit Plan | Upper Darby Sign Company | $9,676 | 2023 |
| Gerard Technology Associates Profit Sharing Plan | Gerard Technology Associates | $0 | 2023 |
| J.R. Balsan Group Insurance Plan (502) | J. R. Balsan, Inc. Dba Johnstone Supply | not reported in the loaded dataset | 2023 |
| Unum Life Insurance Company Of America | Elite Therapy Solutions LLC | not reported in the loaded dataset | 2023 |
| Jeff D'Ambrosio Auto Group Health & Welfare Plan | Jeff D'Ambrosio Auto Group | not reported in the loaded dataset | 2023 |
| United Concordia Insurance Company | Elite Therapy Solutions LLC | not reported in the loaded dataset | 2023 |
| Independence Blue Cross Personal Choice Hdhp Plus 8c Ppo | Elite Therapy Solutions | not reported in the loaded dataset | 2023 |
| Valsource Health And Welfare Plan | Valsource Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Downingtown → · Downingtown plans by participants → · Downingtown plans with financial data → · Downingtown plans with provider compensation → · $1B+ plans in Downingtown →
Related Form 5500 pages
- All PA Form 5500 filings
- Valsource, Inc. Employee Stock Ownership Plan (plan 001)
- Valsource, Inc. — all reported plans
- Valsource, Inc. 401(K) Plan (plan 002)
- Ccres 403(B) Plan (plan 001)
- Ccres — all reported plans
- Jeff D'Ambrosio Dodge 401(K) Plan (plan 002)
- D'Ambrosio'S Dodge, Inc. — all reported plans
- Home Care Of Chester County Inc. Profit Sharing Plan (plan 001)
- Home Care Of Chester County Inc. — all reported plans
- Schorn Construction Employee Stock Ownership Plan (plan 002)
- Schorn Construction Co., Inc. — all reported plans
- Mel Express Inc. Retirement Plan (plan 001)
- Mel Express Inc. — all reported plans
- Leoness Corporation 401(K) Plan (plan 001)
- Leoness Corporation — all reported plans
- Jacsek Enterprises, Inc. 401(K) Profit Sharing Plan (plan 001)
- Jacsek Enterprises, Inc. — all reported plans
- Carolina Heritage Corp. 401(K) Profit Sharing Plan (plan 001)
- Carolina Heritage Corp. — all reported plans
- Smocks & Brushes Inc. Retirement Plan (plan 001)
- Smocks & Brushes Inc. — all reported plans
- Djw Service Corporation, Inc. 401(K) Profit Sharing Plan (plan 001)
- Djw Service Corporation, Inc. — all reported plans
- Brandywine Valley Concrete Construction, Ltd Employee Benefit Plan (plan 501)
- Brandywine Valley Concrete Construction, Ltd — all reported plans
- Upper Darby Sign Company Employee Benefit Plan (plan 501)
- Upper Darby Sign Company — all reported plans
- Gerard Technology Associates Profit Sharing Plan (plan 001)
- Gerard Technology Associates — all reported plans
- Methodology
- Data sources