Palmyra, 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, Palmyra, PA has 14 loaded benefit plan(s) reported by 10 plan sponsor(s), with $41,274,536 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
14
Plan sponsors
10
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$41,274,536
Total reported liabilities (EOY)
$503,695
Total reported net assets (EOY)
$40,770,841

Contributions & income

Employer contributions
$5,900,833
Participant contributions
$3,707,849
Total income / additions
$16,060,935

Expenses & distributions

Benefits paid / distributions
$11,087,060
Total expenses
$12,619,360
Net increase / (decrease)
$3,441,575

Coverage

Total reported participants
1,745
Plans with financial statements
12
Plans with provider compensation
7

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Palmyra, 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 Palmyra, PA
PlanSponsorReported assets (EOY)Year
Heritage Holdings Of Lancaster County, Inc. Retirement PlanHeritage Holdings Of Lancaster County, Inc.$26,318,8242023
Retirement Plan Of Lebanon Valley Brethren HomeLebanon Valley Brethren Home$11,810,8782023
Lebanon Valley Brethren Home Group Medical PlanLebanon Valley Brethren Home$1,125,3172023
Lcsheriff Inc. Retirement PlanLcsheriff Inc.$568,5892023
Janus Hospitality Properties, Inc. 401(K) PlanJanus Hospitality Properties, Inc.$358,5712023
A.S.K. Foods, Inc. Group Medical PlanA.S.K. Foods, Inc.$239,1652023
Thecozyabode Company 401(K) PlanThecozyabode Company$232,0262023
Sterling Machine Technologies, Inc. Employee Benefit PlanSterling Machine Technologies, Inc.$183,5422023
Sterling Machine Technologies, Inc. Employee Benefit PlanSterling Machine Technologies, Inc.$183,5422023
Palmyra Bologna Company Employee Benefit PlanPalmyra Bologna Company$179,0282023
Complete Property Inspections, Inc 401k Profit Sharing PlanComplete Property Inspections, Inc$61,5132023
Klick-Lewis Inc Employee Benefit PlanKlick-Lewis Inc$13,5412023
Health Insurance Plan Of Lebanon Valley Brethren HomeLebanon Valley Brethren Homenot reported in the loaded dataset2023
A.S.K. Foods, Inc. Employee Welfare PlanA.S.K. Foods, Inc.not reported in the loaded dataset2023

Related Form 5500 pages