Plan5500

Mount Pleasant, 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, Mount Pleasant, PA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $776,209 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$776.2KSummed across loaded plans$776,209
Total reported assets$776.2K$776,209
Total reported participants224
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$776.2K total assets
Net assets$776.2KLiabilities—
Contributions & income
Employer contributions$7.7K
Participant contributionsNot reported
Total income / additions$88.4K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$0
Net increase / (decrease)$88.4K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

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

Mount Pleasant market comparison

Largest plan share of assets100%Hauser Agency Inc. Money Purchase Plan
Participants per plan112Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Mount Pleasant

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

  1. 1
    Hauser Agency Inc. Money Purchase Plan$776.2K
    Hauser Agency Inc Money Purchase Plan · 2023
  2. 2
    George Delallo Company, Inc. Health & Welfare Plannot reported in the loaded dataset
    George Delallo Company, Inc. · 2023

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

Related Form 5500 pages