Portland, 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, Portland, PA has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $10,138,916 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 3
- Plan sponsors
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $10,138,916
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $10,138,916
Contributions & income
- Employer contributions
- $308,078
- Participant contributions
- $549,341
- Total income / additions
- $2,321,925
Expenses & distributions
- Benefits paid / distributions
- $2,193,126
- Total expenses
- $2,238,885
- Net increase / (decrease)
- $83,040
Coverage
- Total reported participants
- 379
- Plans with financial statements
- 2
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Portland, 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 |
|---|---|---|---|
| Ultra Poly Corporation Retirement Savings Plan | Ultra Poly Corporation | $10,052,496 | 2023 |
| Jd Wright Enterprise, Inc. 401(K) Plan | Jd Wright Enterprise, Inc. | $86,420 | 2023 |
| Ultra-Poly Corporation Health And Welfare Benefit | Ultra-Poly Corporation | not reported in the loaded dataset | 2023 |
Largest plans in Portland → · Portland plans by participants → · Portland plans with financial data → · Portland plans with provider compensation → · $1B+ plans in Portland →
Related Form 5500 pages
- All PA Form 5500 filings
- Ultra Poly Corporation Retirement Savings Plan (plan 001)
- Ultra Poly Corporation — all reported plans
- Jd Wright Enterprise, Inc. 401(K) Plan (plan 001)
- Jd Wright Enterprise, Inc. — all reported plans
- Ultra-Poly Corporation Health And Welfare Benefit (plan 501)
- Methodology
- Data sources