Sewickley, 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, Sewickley, PA has 28 loaded benefit plan(s) reported by 24 plan sponsor(s), with $176,345,055 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 28
- Plan sponsors
- 24
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $176,345,055
- Total reported liabilities (EOY)
- $3,457,144
- Total reported net assets (EOY)
- $172,887,911
Contributions & income
- Employer contributions
- $5,650,654
- Participant contributions
- $5,307,316
- Total income / additions
- $30,731,136
Expenses & distributions
- Benefits paid / distributions
- $12,202,201
- Total expenses
- $12,873,520
- Net increase / (decrease)
- $17,857,616
Coverage
- Total reported participants
- 5,615
- Plans with financial statements
- 21
- Plans with provider compensation
- 8
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Sewickley, 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 |
|---|---|---|---|
| Retirement Plan For Employees Of The Watson Institute | The Watson Institute | $46,810,941 | 2023 |
| Sewickley Academy Dc Plan | Sewickley Academy | $30,347,968 | 2023 |
| Verland And Affiliates 403(B) Retirement Plan | Verland | $18,004,502 | 2023 |
| Fragasso Financial Advisors, Inc. Employee Stock Ownership Plan | Fragasso Financial Advisors, Inc. | $13,538,140 | 2023 |
| Pve, LLC 401k Plan | Pve, LLC | $13,080,510 | 2023 |
| Sewickley Academy Tda Plan | Sewickley Academy | $12,325,538 | 2023 |
| Watson Friendship Academy 403(B) Retirement Plan | Friendship Academy | $12,061,691 | 2023 |
| Esmark, Inc. 401(K) Plan | Esmark, Inc. | $9,445,786 | 2023 |
| Safrans Supermarket Revised Retirement Plan And Trust | Safrans Supermarket LLC | $5,208,585 | 2023 |
| Sewickley Eye Center, Ltd. 401(K) Profit Sharing Plan | Sewickley Eye Center, Ltd. | $4,528,418 | 2023 |
| Surgical Associates Of Sewickley Ltd Profit Sharing Plan | Surgical Associates Of Sewickley | $4,515,206 | 2023 |
| Mccarthy Mcenroe Rosinksi & Joy P.C. 401(K) Profit Sharing Plan | Mccarthy Mcenroe Rosinksi & Joy P.C. | $2,184,429 | 2023 |
| Avor Education Inc. Retirement Plan | Avor Education Inc. | $1,470,798 | 2023 |
| Anna Wooten Md Pc 401(K) Profit Sharing Plan & Trust | Anna Wooten Md Pc | $1,364,694 | 2023 |
| Flagship Enterprises, Inc. Retirement Plan | Flagship Enterprises, Inc. | $585,000 | 2023 |
| Lf Young Enterprises Inc. Retirement Plan | Lf Young Enterprises Inc. | $397,395 | 2023 |
| Epeople Health Care Inc 401(K) Profit Sharing Plan & Trust | Epeople Health Care Inc | $392,878 | 2023 |
| Margeson Associates Inc. P/S Plan | Margeson Associates Inc. | $50,349 | 2023 |
| The Sewickley Car Store, Inc. Group Health Plan | The Sewickley Car Store, Inc. | $32,227 | 2023 |
| Crouse Run Ventures, Inc. Retirement Plan | Crouse Run Ventures, Inc. | $0 | 2023 |
| Bamsb Incorporated Retirement Plan | Bamsb Incorporated | $0 | 2023 |
| Precision Terminal Logistics, LLC Welfare Benefit Plan | Precision Terminal Logistics, LLC | not reported in the loaded dataset | 2023 |
| The Verland Foundation, Inc. Welfare Benefit Plan | Verland Foundation | not reported in the loaded dataset | 2023 |
| Aire Ventures LLC Dental Plan | Air Ventures LLC | not reported in the loaded dataset | 2023 |
| The Watson Institute Employee Benefit Plan | The Watson Institute | not reported in the loaded dataset | 2023 |
Largest plans in Sewickley → · Sewickley plans by participants → · Sewickley plans with financial data → · Sewickley plans with provider compensation → · $1B+ plans in Sewickley →
Related Form 5500 pages
- All PA Form 5500 filings
- Retirement Plan For Employees Of The Watson Institute (plan 001)
- The Watson Institute — all reported plans
- Sewickley Academy Dc Plan (plan 001)
- Sewickley Academy — all reported plans
- Verland And Affiliates 403(B) Retirement Plan (plan 001)
- Verland — all reported plans
- Fragasso Financial Advisors, Inc. Employee Stock Ownership Plan (plan 002)
- Fragasso Financial Advisors, Inc. — all reported plans
- Pve, LLC 401k Plan (plan 001)
- Pve, LLC — all reported plans
- Sewickley Academy Tda Plan (plan 002)
- Watson Friendship Academy 403(B) Retirement Plan (plan 001)
- Friendship Academy — all reported plans
- Esmark, Inc. 401(K) Plan (plan 002)
- Esmark, Inc. — all reported plans
- Safrans Supermarket Revised Retirement Plan And Trust (plan 001)
- Safrans Supermarket LLC — all reported plans
- Sewickley Eye Center, Ltd. 401(K) Profit Sharing Plan (plan 006)
- Sewickley Eye Center, Ltd. — all reported plans
- Surgical Associates Of Sewickley Ltd Profit Sharing Plan (plan 002)
- Surgical Associates Of Sewickley — all reported plans
- Mccarthy Mcenroe Rosinksi & Joy P.C. 401(K) Profit Sharing Plan (plan 001)
- Mccarthy Mcenroe Rosinksi & Joy P.C. — all reported plans
- Avor Education Inc. Retirement Plan (plan 001)
- Avor Education Inc. — all reported plans
- Anna Wooten Md Pc 401(K) Profit Sharing Plan & Trust (plan 001)
- Anna Wooten Md Pc — all reported plans
- Flagship Enterprises, Inc. Retirement Plan (plan 001)
- Flagship Enterprises, Inc. — all reported plans
- Methodology
- Data sources