Wernersville, 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, Wernersville, PA has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $56,359,668 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 4
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $56,359,668
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $56,359,668
Contributions & income
- Employer contributions
- $1,538,415
- Participant contributions
- $2,834,860
- Total income / additions
- $13,063,057
Expenses & distributions
- Benefits paid / distributions
- $4,298,888
- Total expenses
- $4,276,329
- Net increase / (decrease)
- $8,786,728
Coverage
- Total reported participants
- 2,085
- Plans with financial statements
- 3
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Wernersville, 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 |
|---|---|---|---|
| Safe-Habor 401(K) Profit-Sharing Plan For Employees Of Richard J. Caron Foundation | Richard J. Caron Foundation | $56,032,914 | 2023 |
| Philoxenia Co. 401(K) Plan | Philoxenia Co. | $232,757 | 2023 |
| Bachman'S Roofing, Building & Remodeling, Inc. Group Medical Plan (501) | Bachmans Roofing, Building & Remodeling, Inc. | $93,997 | 2023 |
| Richard J. Caron Foundation Welfare Plan | Richard J. Caron Foundation | not reported in the loaded dataset | 2023 |
Largest plans in Wernersville → · Wernersville plans by participants → · Wernersville plans with financial data → · Wernersville plans with provider compensation → · $1B+ plans in Wernersville →
Related Form 5500 pages
- All PA Form 5500 filings
- Safe-Habor 401(K) Profit-Sharing Plan For Employees Of Richard J. Caron Foundation (plan 001)
- Richard J. Caron Foundation — all reported plans
- Philoxenia Co. 401(K) Plan (plan 001)
- Philoxenia Co. — all reported plans
- Bachman'S Roofing, Building & Remodeling, Inc. Group Medical Plan (501) (plan 501)
- Bachmans Roofing, Building & Remodeling, Inc. — all reported plans
- Richard J. Caron Foundation Welfare Plan (plan 501)
- Methodology
- Data sources