Plan5500

Jamison, 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, Jamison, PA has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $6,391,798 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
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$6.4MSummed across loaded plans$6,391,798
Total reported assets$6.4M$6,391,798
Total reported participants2.2K2,235
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$6.4M total assets
Net assets$6.4MLiabilities$0
Contributions & income
Employer contributions$177.8K
Participant contributions$235.4K
Total income / additions$1.4M
Expenses & distributions
Benefits paid / distributions$259.8K
Total expenses$263.8K
Net increase / (decrease)$1.1M

Data coverage

Plans with financial statements4 / 6 (67%)
Plans with provider compensation0 / 6 ()

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

Computed from loaded plans

Jamison market comparison

Largest plan share of assets68%Apro Resources, Inc. 401(K) Profit Sharing Plan And Trust
Participants per plan373Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Jamison

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Apro Resources, Inc. 401(K) Profit Sharing Plan And Trust$4.4M
    Apro Resources, Inc. · 2023
  2. 2
    Jesse Michael Inc. Retirement Plan$1.5M
    Jesse Michael Inc. · 2023
  3. 3
    Big Brothers Big Sisters Of Bucks County Erisa 403(B) Plan$341.5K
    Big Brothers Big Sisters Of Bucks County · 2023
  4. 4
    Equivest Tsa 501c3$162.4K
    Big Brothers Big Sisters Of Bucks County · 2023
  5. 5
    Physicians Endoscopy, LLC Flexible Benefits Plannot reported in the loaded dataset
    Physicians Endoscopy, LLC · 2023
  6. 6
    Physicians Endoscopy, LLC Welfare Benefit Plannot reported in the loaded dataset
    Physicians Endoscopy, LLC · 2023

Largest plans in Jamison → · Jamison plans by participants → · Jamison plans with financial data → · Jamison plans with provider compensation → · $1B+ plans in Jamison →

Related Form 5500 pages