Ephrata, 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, Ephrata, PA has 45 loaded benefit plan(s) reported by 29 plan sponsor(s), with $181,515,782 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 45
- Plan sponsors
- 29
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $181,515,782
- Total reported liabilities (EOY)
- $58,840,600
- Total reported net assets (EOY)
- $122,424,164
Contributions & income
- Employer contributions
- $20,691,485
- Participant contributions
- $13,524,345
- Total income / additions
- $60,517,380
Expenses & distributions
- Benefits paid / distributions
- $30,844,609
- Total expenses
- $47,305,088
- Net increase / (decrease)
- $13,212,292
Coverage
- Total reported participants
- 7,425
- Plans with financial statements
- 35
- Plans with provider compensation
- 26
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Ephrata, 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 |
|---|---|---|---|
| Four Seasons Retirement Savings Plan | Four Seasons Produce, Inc. | $42,248,971 | 2023 |
| Enb Financial Corp 401(K) Savings Plan | The Ephrata National Bank | $30,138,843 | 2023 |
| Gooding Group, LLC 401(K) Retirement Plan | Gooding Group, LLC | $25,596,530 | 2023 |
| The Sharp Shopper, Inc Profit Sharing & 401(K) Plan | Sharp Shopper, Inc. | $14,912,707 | 2023 |
| Astro Machine Holdings, Inc. Employee Stock Ownership Plan | Astro Machine Holdings, Inc. | $12,642,011 | 2023 |
| Astro Machine Works, Inc. 401(K) Retirement Plan | Astro Machine Works, Inc. | $11,751,951 | 2023 |
| Mve Group, Inc. Employee Stock Ownership Plan | Mve Group, Inc. | $9,250,110 | 2023 |
| Signature Custom Cabinetry, Inc. 401(K) Plan | Signature Custom Cabinetry, Inc. | $8,580,988 | 2023 |
| A B Martin Roofing Supply, LLC 401(K) Plan | A B Martin Roofing Supply, LLC | $6,370,117 | 2023 |
| Mve Group, Inc. 401(K) Plan | Mve Group, Inc. | $5,096,886 | 2023 |
| Hendrix-Isa, LLC 401(K) Plan | Hendrix-Isa, LLC | $3,430,115 | 2023 |
| N R Weaver Masonry, LLC 401(K) Retirement Plan | N R Weaver Masonry, LLC | $2,356,593 | 2023 |
| Lester R. Summers, Inc. Employee Stock Ownership Plan | Lester R. Summers, Inc. | $2,277,777 | 2023 |
| Wenrich Painting, Inc. Retirement Savings Plan | Wenrich Painting, Inc. | $1,999,254 | 2023 |
| Lancaster County Podiatry 401(K) Plan | Lancaster County Podiatry Llp | $1,437,044 | 2023 |
| Ccjp, Inc. Retirement Plan | Ccjp, Inc. | $825,260 | 2023 |
| Ephrata National Bank Employee Benefit Plan | The Ephrata National Bank | $683,918 | 2023 |
| Fairmount Homes Retirement Community Group Medical Plan | Fairmount Homes | $401,264 | 2023 |
| Weaver Precast Concrete Holdings, Inc. Employee Stock Ownership Plan | Weaver Precast Concrete Holdings, Inc. | $400,000 | 2023 |
| Lafferty Lumber, Inc. Retirement Plan | Lafferty Lumber, Inc. | $251,018 | 2023 |
| Barry'S Paint Shop, Inc. Employee Health Plan | Barrys Paint Shop, Inc. | $189,232 | 2023 |
| W. Jordan, Inc. 401(K) Profit Sharing Plan | W. Jordan, Inc. | $170,661 | 2023 |
| Signature Custom Cabinetry'S Group Medical Plan | Signature Custom Cabinetry, Inc. | $143,648 | 2023 |
| Denver Wholesale Foods, LLC Employee Benefit Plan | Denver Wholesale Foods, LLC | $71,780 | 2023 |
| Gooding Group, LLC Group Medical Plan | Gooding Group, LLC | $69,648 | 2023 |
Largest plans in Ephrata → · Ephrata plans by participants → · Ephrata plans with financial data → · Ephrata plans with provider compensation → · $1B+ plans in Ephrata →
Related Form 5500 pages
- All PA Form 5500 filings
- Four Seasons Retirement Savings Plan (plan 001)
- Four Seasons Produce, Inc. — all reported plans
- Enb Financial Corp 401(K) Savings Plan (plan 003)
- The Ephrata National Bank — all reported plans
- Gooding Group, LLC 401(K) Retirement Plan (plan 002)
- Gooding Group, LLC — all reported plans
- The Sharp Shopper, Inc Profit Sharing & 401(K) Plan (plan 001)
- Sharp Shopper, Inc. — all reported plans
- Astro Machine Holdings, Inc. Employee Stock Ownership Plan (plan 002)
- Astro Machine Holdings, Inc. — all reported plans
- Astro Machine Works, Inc. 401(K) Retirement Plan (plan 001)
- Mve Group, Inc. Employee Stock Ownership Plan (plan 002)
- Mve Group, Inc. — all reported plans
- Signature Custom Cabinetry, Inc. 401(K) Plan (plan 001)
- Signature Custom Cabinetry, Inc. — all reported plans
- A B Martin Roofing Supply, LLC 401(K) Plan (plan 001)
- A B Martin Roofing Supply, LLC — all reported plans
- Mve Group, Inc. 401(K) Plan (plan 003)
- Hendrix-Isa, LLC 401(K) Plan (plan 001)
- Hendrix-Isa, LLC — all reported plans
- N R Weaver Masonry, LLC 401(K) Retirement Plan (plan 001)
- N R Weaver Masonry, LLC — all reported plans
- Lester R. Summers, Inc. Employee Stock Ownership Plan (plan 003)
- Lester R. Summers, Inc. — all reported plans
- Wenrich Painting, Inc. Retirement Savings Plan (plan 002)
- Wenrich Painting, Inc. — all reported plans
- Lancaster County Podiatry 401(K) Plan (plan 001)
- Lancaster County Podiatry Llp — all reported plans
- Methodology
- Data sources