Monongahela, 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, Monongahela, PA has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $36,893,916 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)
- $36,893,916
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $36,893,916
Contributions & income
- Employer contributions
- $1,293,946
- Participant contributions
- $2,471,419
- Total income / additions
- $9,266,326
Expenses & distributions
- Benefits paid / distributions
- $3,818,530
- Total expenses
- $4,096,136
- Net increase / (decrease)
- $5,170,190
Coverage
- Total reported participants
- 1,085
- Plans with financial statements
- 3
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Monongahela, 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 |
|---|---|---|---|
| Monongahela Valley Hospital, Inc. 401(K) Plan & Trust 002 | Monongahela Valley Hospital, Inc. | $24,622,366 | 2023 |
| Monongahela Valley Hospital, Inc. 401(K) Plan & Trust 003 | Monongahela Valley Hospital, Inc. | $8,299,360 | 2023 |
| Mon-Vale 401(K) Savings Plan | Mon-Vale Health Resources, Inc. | $3,972,190 | 2023 |
Largest plans in Monongahela → · Monongahela plans by participants → · Monongahela plans with financial data → · Monongahela plans with provider compensation → · $1B+ plans in Monongahela →
Related Form 5500 pages
- All PA Form 5500 filings
- Monongahela Valley Hospital, Inc. 401(K) Plan & Trust 002 (plan 002)
- Monongahela Valley Hospital, Inc. — all reported plans
- Monongahela Valley Hospital, Inc. 401(K) Plan & Trust 003 (plan 003)
- Mon-Vale 401(K) Savings Plan (plan 001)
- Mon-Vale Health Resources, Inc. — all reported plans
- Methodology
- Data sources