Limerick, 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, Limerick, PA has 8 loaded benefit plan(s) reported by 8 plan sponsor(s), with $141,026,746 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
8
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$141,026,746
Total reported liabilities (EOY)
$80,823
Total reported net assets (EOY)
$140,945,923

Contributions & income

Employer contributions
$5,421,704
Participant contributions
$1,993,239
Total income / additions
$28,113,190

Expenses & distributions

Benefits paid / distributions
$13,368,331
Total expenses
$14,416,569
Net increase / (decrease)
$13,696,621

Coverage

Total reported participants
2,605
Plans with financial statements
6
Plans with provider compensation
4

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Limerick, 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 Limerick, PA
PlanSponsorReported assets (EOY)Year
Shopmen Local Union 502 Pension PlanShopmen Iron Workers Local 502 Board Of Trustees Pension Fund$72,931,2632023
M&Q Packaging LLC 401kM&Q Packaging LLC$36,924,1972023
Marine Acquisition Corp. Retirement Income PlanMarine Acquisition Corp.$26,266,5752023
Shopmen Iron Workers Welfare Plan Of Philadelphia & VicinityShopmen Iron Workers Welfare Plan Of Philadelphia & Vicinity$4,112,9522023
Mannaworx Inc. Retirement PlanMannaworx Inc.$446,4742023
A&E Salons, Inc. 401(K) Profit Sharing PlanA&E Salons, Inc.$345,2852023
Personal Choice Ppo 1500/20-40/100Tri-County Auto Center Ltdnot reported in the loaded dataset2023
Rockland Immunochemicals, Inc. Employee Welfare Benefit PlanRockland Immunochemicals, Inc.not reported in the loaded dataset2023

Related Form 5500 pages