Northumberland, 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, Northumberland, PA has 15 loaded benefit plan(s) reported by 11 plan sponsor(s), with $93,026,807 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
15
Plan sponsors
11
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$93,026,807
Total reported liabilities (EOY)
$1,057,078
Total reported net assets (EOY)
$91,969,729

Contributions & income

Employer contributions
$2,879,971
Participant contributions
$4,433,715
Total income / additions
$21,727,589

Expenses & distributions

Benefits paid / distributions
$7,584,190
Total expenses
$7,841,927
Net increase / (decrease)
$13,885,662

Coverage

Total reported participants
3,784
Plans with financial statements
11
Plans with provider compensation
9

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

Largest loaded plans in Northumberland, PA
PlanSponsorReported assets (EOY)Year
Keystone Insurers Group, Inc. 401(K) PlanKeystone Insurers Group, Inc.$26,437,1242023
Furman Foods, Inc. 401(K) Profit Sharing PlanFurman Foods, Inc.$19,962,9062023
Zartman Construction, Inc. Retirement PlanZartman Construction, Inc.$14,243,7532023
Resilite Sports Products, Inc 401(K) Retirement PlanResilite Sports Products, Inc.$12,295,7922023
The Northumberland National Bank 401(K) PlanThe Northumberland National Bank$7,179,1752023
Nottingham Health Care Services, Inc. Retirement Savings PlanLeeds Health Care Services, Inc.$4,392,2792023
Suncom Industries, Inc. 401(K) PlanSuncom Industries, Inc.$3,644,0582023
Northumberland Bancorp Employee Stock Ownership PlanNorthumberland Bancorp$1,896,4182023
Strong Industries, Inc. Retirement Savings PlanStrong Industries, Inc.$1,774,5582023
Furman Foods, Inc. Employee Stock Ownership PlanFurman Foods, Inc.$748,1092023
Beth Daugherty Carr Pc 401(K) & Profit Sharing PlanBeth Daugherty Carr Pc$452,6352023
Leeds Health Care Services, Inc. , Dba Nottingham Village Health And Welfare Benefit PlanLeeds Health Care Services, Inc., Dba Nottingham Villagenot reported in the loaded dataset2023
Northumberland National Bank Group Insurance PlanNorthumberland National Banknot reported in the loaded dataset2023
Furman Foods, Inc. Employee Benefit PlanFurman Foods, Inc.not reported in the loaded dataset2023
Keystone Insurers Group, Inc. Health And Welfare Benefit PlanKeystone Insurers Group, Inc.not reported in the loaded dataset2023

Related Form 5500 pages