Newtown, 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, Newtown, PA has 49 loaded benefit plan(s) reported by 29 plan sponsor(s), with $865,017,001 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 49
- Plan sponsors
- 29
- Total reported assets (EOY)
- $865,017,001
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Epam Systems, Inc. 401(K) Plan | Epam Systems, Inc | $358,504,048 | 2023 |
| Law School Admission Council Defined Contribution Retirement Plan | Law School Admission Council | $155,611,432 | 2023 |
| Harold Beck & Sons, Inc. Employees' Profit Sharing Retirement Plan | Harold Beck & Sons, Inc. | $66,438,724 | 2023 |
| The First National Bank And Trust Company Of Newtown Pension Plan | The First National Bank And Trust Company Of Newtown | $47,341,648 | 2023 |
| First National Bank Of Newtown Savings/Incentive Plan | The First National Bank & Trust Company Of Newtown | $39,527,857 | 2023 |
| The Norman'S Gift Shops, Inc. Employee Stock Ownership Plan | Norman'S Gift Shops, Inc. | $35,251,754 | 2023 |
| Mlm Index Fund Commodity Long/Neutral Unleveraged Series | Mlm Index Fund | $24,359,495 | 2023 |
| Harold Beck & Sons, Inc. Employee Stock Ownership Plan | Harold Beck & Sons, Inc. | $23,430,200 | 2023 |
| Pennswood Village 403b Plan | Pennswood Village | $20,085,749 | 2023 |
| The Contractors Retirement Plan | Pkf-Mark Iii, Inc. | $20,081,642 | 2023 |
| Kvk-Tech, Inc. 401k Plan | Kvk-Tech, Inc. | $13,226,940 | 2023 |
| Jkj Employee Stock Ownership Plan | Johnson Kendall & Johnson, Inc. | $12,574,349 | 2023 |
| Blue Rock Construction, Inc. 401(K) Plan | Blue Rock Construction, Inc. | $10,547,173 | 2023 |
| Rose Casual Dining 401(K) Retirement Savings Plan | H. T. Rose Enterprises, Inc. | $9,597,755 | 2023 |
| Printmail Solutions, Inc. 401(K) Plan | Printmail Solutions, Inc. | $9,360,707 | 2023 |
| Chandler Hall Health Services, Inc. 401(K) Plan | Chandler Hall Health Services, Inc. | $7,571,667 | 2023 |
| James Coane Profit Sharing Plan | James Coane | $3,278,327 | 2023 |
| Verder Scientific, Inc. 401(K) Plan | Verder Scientific Inc | $2,405,088 | 2023 |
| Squarelily 401k | Squarelily Ltd. | $1,527,912 | 2023 |
| Prism Advisory Group, LLC 401(K) Plan | Prism Advisory Group, L.L.C. | $1,306,281 | 2023 |
| Bracken Data Inc Profit Sharing Plan | Bracken Data Inc Marketing | $801,631 | 2023 |
| Bagel Franchise Management Inc. Retirement Plan | Bagel Franchise Management Inc. | $794,470 | 2023 |
| John Stortz & Son, Inc. Profit Sharing Plan And Trust | John Stortz & Son, Inc. | $546,641 | 2023 |
| R&R Bakers Inc 401(K) Plan | R&R Bakers Inc | $468,249 | 2023 |
| Lionheart Industrial Group LLC Health Benefit Plan | Lionheart Industrial Group LLC | $119,982 | 2023 |
Largest plans in Newtown → · Newtown plans with financial data → · $1B+ plans in Newtown → · Providers by reported compensation →
Related Form 5500 pages
- All PA Form 5500 filings
- Epam Systems, Inc. 401(K) Plan (plan 001)
- Epam Systems, Inc — all reported plans
- Law School Admission Council Defined Contribution Retirement Plan (plan 100)
- Law School Admission Council — all reported plans
- Harold Beck & Sons, Inc. Employees' Profit Sharing Retirement Plan (plan 001)
- Harold Beck & Sons, Inc. — all reported plans
- The First National Bank And Trust Company Of Newtown Pension Plan (plan 001)
- The First National Bank And Trust Company Of Newtown — all reported plans
- First National Bank Of Newtown Savings/Incentive Plan (plan 002)
- The Norman'S Gift Shops, Inc. Employee Stock Ownership Plan (plan 002)
- Norman'S Gift Shops, Inc. — all reported plans
- Mlm Index Fund Commodity Long/Neutral Unleveraged Series (plan 001)
- Mlm Index Fund — all reported plans
- Harold Beck & Sons, Inc. Employee Stock Ownership Plan (plan 002)
- Pennswood Village 403b Plan (plan 001)
- Pennswood Village — all reported plans
- The Contractors Retirement Plan (plan 003)
- Pkf-Mark Iii, Inc. — all reported plans
- Kvk-Tech, Inc. 401k Plan (plan 001)
- Kvk-Tech, Inc. — all reported plans
- Jkj Employee Stock Ownership Plan (plan 003)
- Johnson Kendall & Johnson, Inc. — all reported plans
- Blue Rock Construction, Inc. 401(K) Plan (plan 001)
- Blue Rock Construction, Inc. — all reported plans
- Rose Casual Dining 401(K) Retirement Savings Plan (plan 001)
- H. T. Rose Enterprises, Inc. — all reported plans
- Printmail Solutions, Inc. 401(K) Plan (plan 002)
- Printmail Solutions, Inc. — all reported plans
- Methodology
- Data sources