Ivyland, 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, Ivyland, PA has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $3,086,300 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 5
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $3,086,300
- Total reported net assets (EOY)
- $3,086,300
Contributions & income
- Employer contributions
- $48,166
- Participant contributions
- $13,277
- Total income / additions
- $543,437
Expenses & distributions
- Benefits paid / distributions
- $55,071
- Total expenses
- $64,940
- Net increase / (decrease)
- $478,497
Coverage
- Total reported participants
- 322
- Plans with financial statements
- 3
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Ivyland, 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 |
|---|---|---|---|
| David Walsh Associates Profit Sharing Plan | David Walsh Associates, LLC | $1,172,417 | 2023 |
| Jt Madison, Inc. Retirement Plan | Jt Madison, Inc. | $1,099,347 | 2023 |
| Delcrest Medical Services, Inc. Employee Stock Ownership Plan | Delcrest Medical Services, Inc. | $814,536 | 2023 |
| B Blair Corporation Group Medical Plan | B Blair Corporation | not reported in the loaded dataset | 2023 |
| B Blair Corporation Group Insurance Plan | B Blair Corporation | not reported in the loaded dataset | 2023 |
Largest plans in Ivyland → · Ivyland plans by participants → · Ivyland plans with financial data → · Ivyland plans with provider compensation → · $1B+ plans in Ivyland →
Related Form 5500 pages
- All PA Form 5500 filings
- David Walsh Associates Profit Sharing Plan (plan 001)
- David Walsh Associates, LLC — all reported plans
- Jt Madison, Inc. Retirement Plan (plan 001)
- Jt Madison, Inc. — all reported plans
- Delcrest Medical Services, Inc. Employee Stock Ownership Plan (plan 002)
- Delcrest Medical Services, Inc. — all reported plans
- B Blair Corporation Group Medical Plan (plan 501)
- B Blair Corporation — all reported plans
- B Blair Corporation Group Insurance Plan (plan 502)
- Methodology
- Data sources