Plan5500

Montgomery, 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, Montgomery, PA has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $7,494,155 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
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.5MSummed across loaded plans$7,494,155
Total reported assets$7.5M$7,494,155
Total reported participants924
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$7.5M total assets
Net assets$7.5MLiabilities$0
Contributions & income
Employer contributions$454.1K
Participant contributions$802.5K
Total income / additions$2.4M
Expenses & distributions
Benefits paid / distributions$942.9K
Total expenses$979.9K
Net increase / (decrease)$1.4M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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

Montgomery market comparison

Largest plan share of assets99%The Leclerc 401(K) Plan
Participants per plan308Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Montgomery

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

  1. 1
    The Leclerc 401(K) Plan$7.4M
    Leclerc Foods Usa, Inc. · 2023
  2. 2
    Lifetime Green Coatings Of Susquehanna Valley, Inc. Retirement Plan$104.3K
    Lifetime Green Coatings Of Susquehanna Valley, Inc. · 2023
  3. 3
    Leclerc Foods Usa, Inc. Employee Benefits Plannot reported in the loaded dataset
    Leclerc Foods Usa, Inc. · 2023

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

Related Form 5500 pages