Villanova, 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, Villanova, PA has 10 loaded benefit plan(s) reported by 6 plan sponsor(s), with $1,685,451,156 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
10
Plan sponsors
6
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$1,685,451,156
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$1,685,451,156

Contributions & income

Employer contributions
$33,633,459
Participant contributions
$31,137,141
Total income / additions
$288,129,875

Expenses & distributions

Benefits paid / distributions
$125,181,781
Total expenses
$126,370,162
Net increase / (decrease)
$161,759,713

Coverage

Total reported participants
36,021
Plans with financial statements
7
Plans with provider compensation
5

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Villanova, 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

Largest loaded plans in Villanova, PA
PlanSponsorReported assets (EOY)Year
Villanova University Retirement Savings PlanVillanova University$1,067,977,0372023
Devereux Defined Contribution Retirement PlanDevereux$566,046,9952023
Harmelin & Associates 401(K) Profit Sharing Plan & TrustHarmelin & Associates$29,763,6312023
Academy Of Notre Dame De Namur Defined Contribution Retirement PlanAcademy Of Notre Dame De Namur$16,177,0292023
Milestone Partners Management Co. 401(K) PlanMilestone Partners Management Co. Lp$4,361,4642023
Garnet Suites Inc. Retirement PlanGarnet Suites Inc.$1,125,0002023
Villanova University Retirement Income PlanVillanova University$02023
Villanova University Post-65 Retiree Medical PlanVillanova Universitynot reported in the loaded dataset2023
Devereux Health And Welfare PlanDevereux Advanced Behavioral Healthnot reported in the loaded dataset2023
Villanova University Health And Welfare PlanVillanova Universitynot reported in the loaded dataset2023

Related Form 5500 pages