Phoenixville, 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, Phoenixville, PA has 14 loaded benefit plan(s) reported by 10 plan sponsor(s), with $26,668,881 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)
- $26,668,881
- Total reported liabilities (EOY)
- $31,876
- Total reported net assets (EOY)
- $26,637,005
Contributions & income
- Employer contributions
- $1,191,778
- Participant contributions
- $1,682,596
- Total income / additions
- $7,440,286
Expenses & distributions
- Benefits paid / distributions
- $1,122,033
- Total expenses
- $1,415,049
- Net increase / (decrease)
- $6,025,237
Coverage
- Total reported participants
- 1,206
- Plans with financial statements
- 9
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Phoenixville, 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 |
|---|---|---|---|
| Tb Philly, Inc. 401(K) Profit Sharing Plan | Tb Philly, Inc. | $14,587,484 | 2023 |
| Total Rental Inc. 401(K) Profit Sharing Plan And Trust | Total Rental Inc. | $5,879,349 | 2023 |
| Mc Transitions Group Inc. Retirement Plan | Mc Transitions Group Inc. | $2,732,259 | 2023 |
| School Operation Services Group, Inc. 401k Plan | School Operation Services Group, Inc. | $1,078,440 | 2023 |
| Werner Bus Lines Inc 401(K) Profit Sharing Plan & Trust | Werner Bus Lines Inc | $1,051,664 | 2023 |
| Fkns Enterprises Inc. Retirement Plan | Fkns Enterprises Inc. | $865,194 | 2023 |
| Sully29enterprises, Inc. 401k Profit Sharing Plan | Sully29enterprises, Inc. | $238,642 | 2023 |
| Mkmstudio Co. 401(K) Plan | Mkmstudio Co. | $140,202 | 2023 |
| Total Rental, Inc. Employee Benefit Plan | Total Rental Inc. | $95,647 | 2023 |
| Renaissance Academy Charter School Dental Ltd Ad&D | Renaissance Academy Charter School | not reported in the loaded dataset | 2023 |
| Renaissance Academy Charter School Short Term Disability | Renaissance Academy Charter School | not reported in the loaded dataset | 2023 |
| Tb Philly, Inc. Employee Benefit Plan | Tb Philly, Inc. | not reported in the loaded dataset | 2023 |
| Renaissance Academy Charter School Health | Renaissance Academy Charter School | not reported in the loaded dataset | 2023 |
| Severegn Management Employee Welfare Plan | Severegn Management, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Phoenixville → · Phoenixville plans by participants → · Phoenixville plans with financial data → · Phoenixville plans with provider compensation → · $1B+ plans in Phoenixville →
Related Form 5500 pages
- All PA Form 5500 filings
- Tb Philly, Inc. 401(K) Profit Sharing Plan (plan 001)
- Tb Philly, Inc. — all reported plans
- Total Rental Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Total Rental Inc. — all reported plans
- Mc Transitions Group Inc. Retirement Plan (plan 001)
- Mc Transitions Group Inc. — all reported plans
- School Operation Services Group, Inc. 401k Plan (plan 001)
- School Operation Services Group, Inc. — all reported plans
- Werner Bus Lines Inc 401(K) Profit Sharing Plan & Trust (plan 002)
- Werner Bus Lines Inc — all reported plans
- Fkns Enterprises Inc. Retirement Plan (plan 001)
- Fkns Enterprises Inc. — all reported plans
- Sully29enterprises, Inc. 401k Profit Sharing Plan (plan 001)
- Sully29enterprises, Inc. — all reported plans
- Mkmstudio Co. 401(K) Plan (plan 001)
- Mkmstudio Co. — all reported plans
- Total Rental, Inc. Employee Benefit Plan (plan 501)
- Renaissance Academy Charter School Dental Ltd Ad&D (plan 505)
- Renaissance Academy Charter School — all reported plans
- Renaissance Academy Charter School Short Term Disability (plan 504)
- Tb Philly, Inc. Employee Benefit Plan (plan 501)
- Renaissance Academy Charter School Health (plan 501)
- Severegn Management Employee Welfare Plan (plan 501)
- Severegn Management, LLC — all reported plans
- Methodology
- Data sources