Hatfield, 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, Hatfield, PA has 23 loaded benefit plan(s) reported by 17 plan sponsor(s), with $374,464,075 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
23
Plan sponsors
17
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$374,464,075
Total reported liabilities (EOY)
$201,175
Total reported net assets (EOY)
$377,987,327

Contributions & income

Employer contributions
$11,202,821
Participant contributions
$25,011,198
Total income / additions
$87,915,625

Expenses & distributions

Benefits paid / distributions
$35,285,151
Total expenses
$37,116,640
Net increase / (decrease)
$50,798,985

Coverage

Total reported participants
12,827
Plans with financial statements
15
Plans with provider compensation
12

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Hatfield, 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

Largest loaded plans in Hatfield, PA
PlanSponsorReported assets (EOY)Year
The Clemens Family Sharing PlanClemens Family Corporation$208,473,4402023
Penn Color, Inc. Incentive Savings PlanPenn Color Inc.$73,398,7452023
B & G Manufacturing 401(K) Profit Sharing PlanB & G Manufacturing, Inc.$22,414,5062023
Sterling Drive Ventures/Rodon Employees 401(K) PlanSterling Drive Ventures, L.P.$18,893,7162023
Laboratory Testing Inc. Retirement PlanLaboratory Testing Inc.$14,505,6192023
Env 401k PlanEnv Services, Inc.$13,667,1512023
Penn Beer Sales & Service Employees' Profit Sharing PlanPenn Beer Distributors, Inc.$12,384,7932023
Temperatsure LLC 401(K) Profit Sharing PlanTemperatsure, LLC Dba Nordic Ice$3,971,4042023
Reed Associates, Inc. Employee Stock Ownership PlanReed Associates, Inc$3,550,3102023
Fox Bindery, Inc. 401(K) Profit Sharing PlanFox Bindery, Inc.$1,946,9792023
Prestige Fence 401(K) PlanPrestige Fence Company, Inc.$1,246,6992023
Laminators Incorporated Employee Benefit PlanLaminators Incorporated$9,7492023
Ems Acquisition Corp. Group Medical Plan (501)Ems Acquisition, Inc.$9642023
The Rodon/K'Nex Defined Benefit PlanSterling Drive Ventures, L.P.$02023
George'S Tool Rental, Inc. 401(K) PlanGeorge'S Tool Rental, Inc.$02023
Clemens Family Corporation Health Benefit PlanClemens Family Corporationnot reported in the loaded dataset2023
Temperatsure, LLC Dba Nordic Cold Chain Solutions Employee Benefit PlanTemperatsure, LLC Dba Nordic Cold Chain Solutionsnot reported in the loaded dataset2023
B And G Manufacturing Co. Employee Benefit PlanB And G Manufacturing Co., Inc.not reported in the loaded dataset2023
Env Services, Inc. Health And Welfare PlanEnv Services, Inc.not reported in the loaded dataset2023
Rodon Limited Partnership Employee Benefit PlanRodon Limited Partnershipnot reported in the loaded dataset2023
Penn Color Inc. Health And Welfare PlanPenn Color, Inc.not reported in the loaded dataset2023
Laboratory Testing Inc. Health And Welfare PlanLaboratory Testing, Incnot reported in the loaded dataset2023
Laboratory Testing, Inc. Employee Benefit PlanLaboratory Testing, Incnot reported in the loaded dataset2023

Related Form 5500 pages