Oil City, 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, Oil City, PA has 8 loaded benefit plan(s) reported by 4 plan sponsor(s), with $72,378,191 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
4
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$72,378,191
Total reported liabilities (EOY)
$252,697
Total reported net assets (EOY)
$72,125,494

Contributions & income

Employer contributions
$785,835
Participant contributions
$1,003,808
Total income / additions
$12,784,373

Expenses & distributions

Benefits paid / distributions
$4,886,045
Total expenses
$5,321,422
Net increase / (decrease)
$7,462,951

Coverage

Total reported participants
1,147
Plans with financial statements
5
Plans with provider compensation
5

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Oil City, 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 Oil City, PA
PlanSponsorReported assets (EOY)Year
Electralloy Salaried Employees Pension PlanG.O. Carlson, Inc.$30,220,0102023
Electralloy Melt Shop, Production And Maintenance Employees Pension PlanG.O. Carlson, Inc.$21,692,6442023
G. O. Carlson, Inc. Employees 401(K) PlanG. O. Carlson, Inc.$20,439,4622023
Family Service And Children'S Aid Society Of Venango County Employee Benefit PlanFamily Service And Childrens Aid Society Of Venango Country$22,7412023
Dja Inspection Services, Inc. Employee Benefit Plan (501)Dja Inspection Services, Inc.$3,3342023
Pathways Adolescent Center, Inc. Health & Welfare PlanPathways Adolescent Center, Inc.not reported in the loaded dataset2023
G.O. Carlson, Inc. Welfare PlanG.O. Carlson, Inc.not reported in the loaded dataset2023
G. O. Carlson, Inc. Health Care PlanG.O. Carlson, Inc.not reported in the loaded dataset2023

Related Form 5500 pages