Plan5500

Milford, 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, Milford, PA has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $7,274,944 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

What stands out in Milford

  • 4 loaded plans hold $7.3M in reported assets across 3 sponsors.
  • The largest, The Rosado Group 401k Plan, holds 82% of reported Milford plan assets.
  • Plans cover 803 participants — about 201 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.3MSummed across loaded plans$7,274,944
Total reported assets$7.3M$7,274,944
Total reported participants803
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$7.3M total assets
Net assets$7.3MLiabilities$0
Contributions & income
Employer contributions$54.8K
Participant contributions$861.1K
Total income / additions$2M
Expenses & distributions
Benefits paid / distributions$431.5K
Total expenses$456.4K
Net increase / (decrease)$1.6M

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation2 / 4 (50%)

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

Milford market comparison

Largest plan share of assets82%The Rosado Group 401k Plan
Participants per plan201Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Milford

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

  1. 1
    The Rosado Group 401k Plan$5.9M
    The Rosado Group · 2023
  2. 2
    North American Packaging, LLC Dba Econo-Pak 401k Profit Sharing Plan And Trust$1.3M
    North American Packaging, LLC Dba Econo-Pak · 2023
  3. 3
    Milford Nursing And Rehabilitationnot reported in the loaded dataset
    Milford Nursing And Rehabilitation · 2023
  4. 4
    Milford Healthcarenot reported in the loaded dataset
    Milford Healthcare · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Milford, PA?
4 plan(s) reported by 3 sponsor(s) are loaded for Milford, PA.

Related Form 5500 pages