North East, 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, North East, PA has 9 loaded benefit plan(s) reported by 4 plan sponsor(s), with $13,328,877 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 9
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $13,328,877
- Total reported liabilities (EOY)
- $6,250
- Total reported net assets (EOY)
- $13,322,627
Contributions & income
- Employer contributions
- $710,389
- Participant contributions
- $1,192,143
- Total income / additions
- $3,798,557
Expenses & distributions
- Benefits paid / distributions
- $882,617
- Total expenses
- $972,437
- Net increase / (decrease)
- $2,826,120
Coverage
- Total reported participants
- 2,045
- Plans with financial statements
- 3
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for North East, 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 |
|---|---|---|---|
| Ridg-U-Rak Inc 401(K) Profit Sharing Plan & Trust | Ridg-U-Rak Inc | $6,807,462 | 2023 |
| Wavepoint 3pl 401(K) Plan | Wavepoint 3pl, Inc. | $3,506,418 | 2023 |
| Barnhart Transportation LLC 401(K) Profit Sharing Plan | Barnhart Transportation LLC | $3,014,997 | 2023 |
| Barnhart Transportation, LLC Health And Welfare Plan | Barnhart Transportation, LLC | not reported in the loaded dataset | 2023 |
| Smg Industries, Inc. Health And Welfare Plan | Smg Industries, Inc. | not reported in the loaded dataset | 2023 |
| Ridg U Rak Group Dental Plan | Ridg U Rak, Inc. | not reported in the loaded dataset | 2023 |
| Wavepoint 3pl Health And Welfare Plan | Wavepoint 3pl | not reported in the loaded dataset | 2023 |
| Ridg U Rak Inc Group Vision Plan | Ridg U Rak, Inc. | not reported in the loaded dataset | 2023 |
| Ridg U Rak Group Medical Plan | Ridg U Rak, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in North East → · North East plans by participants → · North East plans with financial data → · North East plans with provider compensation → · $1B+ plans in North East →
Related Form 5500 pages
- All PA Form 5500 filings
- Ridg-U-Rak Inc 401(K) Profit Sharing Plan & Trust (plan 002)
- Ridg-U-Rak Inc — all reported plans
- Wavepoint 3pl 401(K) Plan (plan 001)
- Wavepoint 3pl, Inc. — all reported plans
- Barnhart Transportation LLC 401(K) Profit Sharing Plan (plan 001)
- Barnhart Transportation LLC — all reported plans
- Barnhart Transportation, LLC Health And Welfare Plan (plan 501)
- Smg Industries, Inc. Health And Welfare Plan (plan 501)
- Smg Industries, Inc. — all reported plans
- Ridg U Rak Group Dental Plan (plan 518)
- Wavepoint 3pl Health And Welfare Plan (plan 501)
- Ridg U Rak Inc Group Vision Plan (plan 514)
- Ridg U Rak Group Medical Plan (plan 516)
- Methodology
- Data sources