West Grove, 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, West Grove, PA has 7 loaded benefit plan(s) reported by 5 plan sponsor(s), with $104,324,196 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
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $104,324,196
- Total reported liabilities (EOY)
- $15,487,793
- Total reported net assets (EOY)
- $88,836,403
Contributions & income
- Employer contributions
- $6,075,291
- Participant contributions
- $837,075
- Total income / additions
- $10,758,769
Expenses & distributions
- Benefits paid / distributions
- $11,008,611
- Total expenses
- $11,984,232
- Net increase / (decrease)
- -$1,225,463
Coverage
- Total reported participants
- 780
- Plans with financial statements
- 5
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for West Grove, 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 |
|---|---|---|---|
| Dansko Holdings, Inc. Employee Stock Ownership Plan | Dansko Holdings, Inc. | $65,491,230 | 2023 |
| Dansko Holdings, Inc. Retirement Plan | Dansko Holdings, Inc. | $37,423,642 | 2023 |
| Avon Grove Charter School Employee Dental Benefit Plan | Avon Grove Charter School | $1,293,002 | 2023 |
| Gina'S Window Treatments, Inc. Retirement Plan | Gina'S Window Treatments, Inc. | $112,172 | 2023 |
| Vistum Consulting Inc. Retirement Plan | Vistum Consulting Inc. | $4,150 | 2023 |
| Dansko Holdings, Inc. Welfare Plan | Dansko Holdings, Inc. | not reported in the loaded dataset | 2023 |
| C. P. Yeatman & Sons, Inc. Welfare Plan | C. P. Yeatman & Sons, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in West Grove → · West Grove plans by participants → · West Grove plans with financial data → · West Grove plans with provider compensation → · $1B+ plans in West Grove →
Related Form 5500 pages
- All PA Form 5500 filings
- Dansko Holdings, Inc. Employee Stock Ownership Plan (plan 003)
- Dansko Holdings, Inc. — all reported plans
- Dansko Holdings, Inc. Retirement Plan (plan 001)
- Avon Grove Charter School Employee Dental Benefit Plan (plan 501)
- Avon Grove Charter School — all reported plans
- Gina'S Window Treatments, Inc. Retirement Plan (plan 001)
- Gina'S Window Treatments, Inc. — all reported plans
- Vistum Consulting Inc. Retirement Plan (plan 001)
- Vistum Consulting Inc. — all reported plans
- Dansko Holdings, Inc. Welfare Plan (plan 502)
- C. P. Yeatman & Sons, Inc. Welfare Plan (plan 501)
- C. P. Yeatman & Sons, Inc. — all reported plans
- Methodology
- Data sources