Somerset, 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, Somerset, PA has 12 loaded benefit plan(s) reported by 8 plan sponsor(s), with $147,017,306 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 12
- Plan sponsors
- 8
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $147,017,306
- Total reported liabilities (EOY)
- $193
- Total reported net assets (EOY)
- $147,017,113
Contributions & income
- Employer contributions
- $2,738,988
- Participant contributions
- $3,939,757
- Total income / additions
- $28,997,438
Expenses & distributions
- Benefits paid / distributions
- $27,418,623
- Total expenses
- $27,724,997
- Net increase / (decrease)
- $1,272,441
Coverage
- Total reported participants
- 3,459
- Plans with financial statements
- 8
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Somerset, 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 |
|---|---|---|---|
| Somerset Engineering 401k Plan | Somerset Planning & Engineering LLC Dba Somerset Engineering | $43,397,647 | 2023 |
| Somerset Trust Company 401(K) Profit Sharing Plan | Somerset Trust Company | $37,560,853 | 2023 |
| Somerset Hospital 403(B) Plan | Somerset Hospital | $33,646,697 | 2023 |
| Leiss Tool & Die 401(K) Profit Sharing Plan | Leiss Tool & Die Co. | $12,546,945 | 2023 |
| Somerset Trust Company Employee Stock Ownership Plan | Somerset Trust Company | $7,909,821 | 2023 |
| Coal And Environmental Services, Inc 401k Ps Plan | Coal And Environmental Services Inc 401k Profit Sharing Plan | $6,117,274 | 2023 |
| Somerset Trust Company Defined Benefit Pension Plan | Somerset Trust Company | $4,990,339 | 2023 |
| Fike Cascio & Boose Profit Sharing Plan | Fike, Cascio & Boose | $847,730 | 2023 |
| Maak-Alamo, LLC | Maak-Alamo, LLC | not reported in the loaded dataset | 2023 |
| Leiss Tool & Die Health And Welfare Plan | Leiss Tool & Die | not reported in the loaded dataset | 2023 |
| Guy Chemical Company Inc. Welfare Benefits Plan | Guy Chemical Company Inc. | not reported in the loaded dataset | 2023 |
| Somerset Trust Company Health And Welfare Benefits Plan | Somerset Trust Company | not reported in the loaded dataset | 2023 |
Largest plans in Somerset → · Somerset plans by participants → · Somerset plans with financial data → · Somerset plans with provider compensation → · $1B+ plans in Somerset →
Related Form 5500 pages
- All PA Form 5500 filings
- Somerset Engineering 401k Plan (plan 001)
- Somerset Planning & Engineering LLC Dba Somerset Engineering — all reported plans
- Somerset Trust Company 401(K) Profit Sharing Plan (plan 001)
- Somerset Trust Company — all reported plans
- Somerset Hospital 403(B) Plan (plan 003)
- Somerset Hospital — all reported plans
- Leiss Tool & Die 401(K) Profit Sharing Plan (plan 001)
- Leiss Tool & Die Co. — all reported plans
- Somerset Trust Company Employee Stock Ownership Plan (plan 003)
- Coal And Environmental Services, Inc 401k Ps Plan (plan 001)
- Coal And Environmental Services Inc 401k Profit Sharing Plan — all reported plans
- Somerset Trust Company Defined Benefit Pension Plan (plan 002)
- Fike Cascio & Boose Profit Sharing Plan (plan 001)
- Fike, Cascio & Boose — all reported plans
- Maak-Alamo, LLC (plan 501)
- Maak-Alamo, LLC — all reported plans
- Leiss Tool & Die Health And Welfare Plan (plan 501)
- Guy Chemical Company Inc. Welfare Benefits Plan (plan 501)
- Guy Chemical Company Inc. — all reported plans
- Somerset Trust Company Health And Welfare Benefits Plan (plan 504)
- Methodology
- Data sources