Doylestown, 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, Doylestown, PA has 38 loaded benefit plan(s) reported by 32 plan sponsor(s), with $687,361,189 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 38
- Plan sponsors
- 32
- Total reported assets (EOY)
- $687,361,189
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Doylestown Hospital 403(B) Retirement Savings Plan | Doylestown Hospital | $249,634,829 | 2023 |
| Fred Beans Automotive Group 401(K) Plan | Fred Beans Ford, Inc. | $98,131,474 | 2023 |
| Delaware Valley University Dc Plan | Delaware Valley University | $86,026,780 | 2023 |
| The Thompson Organization 401(K) Incentive Savings Plan | Thompson Motor Group, Inc. | $54,539,211 | 2023 |
| Independent Professional Services 401(K) & Profit Sharing Plan | Independent Professional Services, Inc. | $53,354,075 | 2023 |
| Pension Equity Plan Of Doylestown Hospital | Doylestown Hospital | $45,813,036 | 2023 |
| Penn Color, Inc. Pension Plan | Penn Color, Inc. | $36,258,945 | 2023 |
| Millennium Medical Education Resources Employee Stock Ownership Plan | Millennium Medical Education Resources, Ltd. | $14,284,621 | 2023 |
| Lenape Valley Foundation 403b Plan | Lenape Valley Foundation | $9,897,725 | 2023 |
| Keystone Motors 401(K) Plan | Alfred Stein, Inc. Dba Keystone Motors | $7,586,829 | 2023 |
| Marshall Financial Group, Inc. Employee Stock Ownership Plan | The Marshall Financial Group, Inc. | $6,966,130 | 2023 |
| Hepatitis B Foundation & Baruch S. Blumberg Institute Savings Plan | Hepatitis B Foundation | $5,827,945 | 2023 |
| 403(B) Thrift Plan Of The Council Of Southeast Pennsylvania, Inc. | The Council Of Southeast Pennsylvania, Inc. | $3,357,659 | 2023 |
| Huntingdon Valley Bank Employee Stock Ownership Plan | Huntingdon Valley Bank | $3,153,181 | 2023 |
| Poretta & Orr, Inc. 401(K) Plan | Poretta & Orr, Inc. | $2,313,740 | 2023 |
| Techni-Forms, Inc. 401(K) Profit Sharing Plan | Techni-Forms, Inc. | $2,137,227 | 2023 |
| Ed Cichewicz Inc. T/A Eci Sales Profit Sharing Pla | Ed Cichewicz Incorporated - Profit Shari | $1,856,378 | 2023 |
| Hear Clear Inc. Retirement Plan | Hear Clear Inc. | $1,584,180 | 2023 |
| Iatesta Business Holdings Inc. Retirement Plan | Iatesta Business Holdings Inc. | $1,098,610 | 2023 |
| Prestige Worldwide Care Inc. Retirement Plan | Prestige Worldwide Care Inc. | $821,975 | 2023 |
| Aviso Financial LLC 401(K) Profit Sharing Plan & Trust | Aviso Financial LLC | $784,416 | 2023 |
| D & D Inc Management Co. Retirement Plan | D & D Inc Management Co. | $650,000 | 2023 |
| Savage Sweets, Inc. 401(K) Profit Sharing Plan | Savage Sweets, Inc. | $521,192 | 2023 |
| Zigliotta, Inc. Retirement Plan | Zigliotta, Inc. | $388,000 | 2023 |
| Princeton Educational Enrichment Programs, LLC Profit Sharing Plan I | Princeton Educational Enrichment Programs, LLC | $162,294 | 2023 |
Largest plans in Doylestown → · Doylestown plans with financial data → · $1B+ plans in Doylestown → · Providers by reported compensation →
Related Form 5500 pages
- All PA Form 5500 filings
- Doylestown Hospital 403(B) Retirement Savings Plan (plan 075)
- Doylestown Hospital — all reported plans
- Fred Beans Automotive Group 401(K) Plan (plan 333)
- Fred Beans Ford, Inc. — all reported plans
- Delaware Valley University Dc Plan (plan 001)
- Delaware Valley University — all reported plans
- The Thompson Organization 401(K) Incentive Savings Plan (plan 001)
- Thompson Motor Group, Inc. — all reported plans
- Independent Professional Services 401(K) & Profit Sharing Plan (plan 002)
- Independent Professional Services, Inc. — all reported plans
- Pension Equity Plan Of Doylestown Hospital (plan 001)
- Penn Color, Inc. Pension Plan (plan 001)
- Penn Color, Inc. — all reported plans
- Millennium Medical Education Resources Employee Stock Ownership Plan (plan 002)
- Millennium Medical Education Resources, Ltd. — all reported plans
- Lenape Valley Foundation 403b Plan (plan 001)
- Lenape Valley Foundation — all reported plans
- Keystone Motors 401(K) Plan (plan 003)
- Alfred Stein, Inc. Dba Keystone Motors — all reported plans
- Marshall Financial Group, Inc. Employee Stock Ownership Plan (plan 004)
- The Marshall Financial Group, Inc. — all reported plans
- Hepatitis B Foundation & Baruch S. Blumberg Institute Savings Plan (plan 001)
- Hepatitis B Foundation — all reported plans
- 403(B) Thrift Plan Of The Council Of Southeast Pennsylvania, Inc. (plan 001)
- The Council Of Southeast Pennsylvania, Inc. — all reported plans
- Huntingdon Valley Bank Employee Stock Ownership Plan (plan 003)
- Huntingdon Valley Bank — all reported plans
- Poretta & Orr, Inc. 401(K) Plan (plan 001)
- Poretta & Orr, Inc. — all reported plans
- Methodology
- Data sources