Mercersburg, 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, Mercersburg, PA has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $62,564,265 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 3
- Plan sponsors
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $62,564,265
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $62,564,265
Contributions & income
- Employer contributions
- $1,907,751
- Participant contributions
- $2,195,099
- Total income / additions
- $13,528,373
Expenses & distributions
- Benefits paid / distributions
- $4,401,698
- Total expenses
- $4,452,898
- Net increase / (decrease)
- $9,075,475
Coverage
- Total reported participants
- 670
- Plans with financial statements
- 2
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Mercersburg, 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 |
|---|---|---|---|
| Mercersburg Academy 401(K) Plan | The Regents Of Mercersburg College Mercersburg Academy | $52,594,297 | 2023 |
| The Dl Martin Co 401k Profit Sharing Plan | The Dl Martin Co | $9,969,968 | 2023 |
| D L Martin Co Group Health Plan | D L Martin Co. | not reported in the loaded dataset | 2023 |
Largest plans in Mercersburg → · Mercersburg plans by participants → · Mercersburg plans with financial data → · Mercersburg plans with provider compensation → · $1B+ plans in Mercersburg →