Hamburg, 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, Hamburg, PA has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $6,940,355 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 6
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $6,940,355
- Total reported liabilities (EOY)
- $214,814
- Total reported net assets (EOY)
- $6,725,541
Contributions & income
- Employer contributions
- $1,704,153
- Participant contributions
- $767,540
- Total income / additions
- $3,458,447
Expenses & distributions
- Benefits paid / distributions
- $1,076,589
- Total expenses
- $1,511,975
- Net increase / (decrease)
- $1,946,472
Coverage
- Total reported participants
- 797
- Plans with financial statements
- 4
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Hamburg, 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 |
|---|---|---|---|
| Joe Jurgielewicz & Son, Ltd., Et Al 401(K) Plan | Joe Jurgielewicz & Son, Ltd | $6,566,842 | 2023 |
| Hamburg Plow Works, Inc. Group Insurance Plan | Hamburg Plow Works, Inc. Dba Hamburg Mfg., Inc. | $276,226 | 2023 |
| Joe Jurgielewicz & Son, Ltd. Group Medical Plan | Joe Jurgielewicz & Son, Ltd | $87,673 | 2023 |
| Cougle'S Recycling, Inc. Employee Benefit Plan (501) | Cougles Recycling, Inc. | $9,614 | 2023 |
| Joe Jurgielewicz & Son, Ltd. Group Insurance Plan | Joe Jurgielewicz & Son, Ltd | not reported in the loaded dataset | 2023 |
| Outten Dealerships Health & Welfare Plan | Outten Chevrolet Of Hamburg Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Hamburg → · Hamburg plans by participants → · Hamburg plans with financial data → · Hamburg plans with provider compensation → · $1B+ plans in Hamburg →
Related Form 5500 pages
- All PA Form 5500 filings
- Joe Jurgielewicz & Son, Ltd., Et Al 401(K) Plan (plan 001)
- Joe Jurgielewicz & Son, Ltd — all reported plans
- Hamburg Plow Works, Inc. Group Insurance Plan (plan 501)
- Hamburg Plow Works, Inc. Dba Hamburg Mfg., Inc. — all reported plans
- Joe Jurgielewicz & Son, Ltd. Group Medical Plan (plan 501)
- Cougle'S Recycling, Inc. Employee Benefit Plan (501) (plan 501)
- Cougles Recycling, Inc. — all reported plans
- Joe Jurgielewicz & Son, Ltd. Group Insurance Plan (plan 502)
- Outten Dealerships Health & Welfare Plan (plan 501)
- Outten Chevrolet Of Hamburg Inc. — all reported plans
- Methodology
- Data sources