Swarthmore, 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, Swarthmore, PA has 7 loaded benefit plan(s) reported by 3 plan sponsor(s), with $443,681,200 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 7
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $443,681,200
- Total reported liabilities (EOY)
- $371,488
- Total reported net assets (EOY)
- $443,309,712
Contributions & income
- Employer contributions
- $12,370,948
- Participant contributions
- $8,868,351
- Total income / additions
- $80,626,327
Expenses & distributions
- Benefits paid / distributions
- $34,679,961
- Total expenses
- $35,938,540
- Net increase / (decrease)
- $44,687,787
Coverage
- Total reported participants
- 5,335
- Plans with financial statements
- 4
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Swarthmore, 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 |
|---|---|---|---|
| Swarthmore College Regular Retirement Plan | Swarthmore College | $424,876,239 | 2023 |
| Community Interactions, Inc. 401(K) Profit Sharing Plan | Community Interactions, Inc. | $10,103,771 | 2023 |
| Cades Defined Contribution Retirement Plan | Children And Adult Disability And Educational Services | $7,654,006 | 2023 |
| Community Interactions, Inc. Group Health And Welfare Plan | Community Interactions, Inc. | $1,047,184 | 2023 |
| Children And Adults Disability And Education Services Welfare Benefit Plan | Children And Adults Disability And Education Services | not reported in the loaded dataset | 2023 |
| Swarthmore College Flexible Benefit Plan | Swarthmore College | not reported in the loaded dataset | 2023 |
| Community Interactions, Inc. Group Insurance Plan 502 | Community Interactions, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Swarthmore → · Swarthmore plans by participants → · Swarthmore plans with financial data → · Swarthmore plans with provider compensation → · $1B+ plans in Swarthmore →
Related Form 5500 pages
- All PA Form 5500 filings
- Swarthmore College Regular Retirement Plan (plan 001)
- Swarthmore College — all reported plans
- Community Interactions, Inc. 401(K) Profit Sharing Plan (plan 001)
- Community Interactions, Inc. — all reported plans
- Cades Defined Contribution Retirement Plan (plan 003)
- Children And Adult Disability And Educational Services — all reported plans
- Community Interactions, Inc. Group Health And Welfare Plan (plan 501)
- Children And Adults Disability And Education Services Welfare Benefit Plan (plan 501)
- Swarthmore College Flexible Benefit Plan (plan 505)
- Community Interactions, Inc. Group Insurance Plan 502 (plan 502)
- Methodology
- Data sources