Plan5500

Newton, 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, Newton, PA has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $2,158,921 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
3
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.2MSummed across loaded plans$2,158,921
Total reported assets$2.2M$2,158,921
Total reported participants122
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.2M total assets
Net assets$2.2MLiabilities$0
Contributions & income
Employer contributions$9.5K
Participant contributions$14K
Total income / additions$670.7K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$656
Net increase / (decrease)$670.1K

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation0 / 3 ()

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

Newton market comparison

Largest plan share of assets89%Contav Holdings Ii Inc. 401k Profit Plan & Trust
Participants per plan41Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Newton

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

  1. 1
    Contav Holdings Ii Inc. 401k Profit Plan & Trust$1.9M
    Contav Holdings Ii, Inc. · 2023
  2. 2
    Jsbj Enterprises, Inc. Profit Sharing Plan$244.5K
    Jsbj Enterprises, Inc. · 2023
  3. 3
    Lionheart Industrial Group LLC Group Insurance Plannot reported in the loaded dataset
    Lionheart Industrial Group LLC · 2023

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

Related Form 5500 pages