West Reading, 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 Reading, PA has 10 loaded benefit plan(s) reported by 9 plan sponsor(s), with $1,095,465,763 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
- 9
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,095,465,763
- Total reported liabilities (EOY)
- $184,207
- Total reported net assets (EOY)
- $1,095,281,556
Contributions & income
- Employer contributions
- $35,088,459
- Participant contributions
- $89,419,799
- Total income / additions
- $297,046,639
Expenses & distributions
- Benefits paid / distributions
- $97,507,108
- Total expenses
- $101,915,477
- Net increase / (decrease)
- $195,131,162
Coverage
- Total reported participants
- 19,347
- Plans with financial statements
- 8
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for West Reading, 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 |
|---|---|---|---|
| Tower Health 403(B) Plan | Tower Health | $966,702,226 | 2023 |
| Customers Bank 401(K) Plan | Customers Bank | $78,615,042 | 2023 |
| R M Palmer Company Investment Opportunity Plan | R M Palmer Company LLC | $47,711,899 | 2023 |
| Service Caster Corporation 401(K) Profit Sharing Plan & Trust | Service Caster Corporation | $1,972,377 | 2023 |
| Jakorv, Inc. 401k Plan | Jakorv, Inc. | $383,910 | 2023 |
| Edwards Business Systems Section 125 Plan | Edwards Business Machines, Inc. | $71,001 | 2023 |
| Vision Mechanical, Inc. Employee Benefit Plan | Vision Mechancial, Inc. | $9,308 | 2023 |
| Fortna Inc. Flexible Benefit Plan | Fortna Inc. | $0 | 2023 |
| Fraser Ais Employee Benefit Plan | William A Fraser Inc. | not reported in the loaded dataset | 2023 |
| Edwards Business Machines, Inc. Group Insurance Plan | Edwards Business Machines, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in West Reading → · West Reading plans by participants → · West Reading plans with financial data → · West Reading plans with provider compensation → · $1B+ plans in West Reading →
Related Form 5500 pages
- All PA Form 5500 filings
- Tower Health 403(B) Plan (plan 001)
- Tower Health — all reported plans
- Customers Bank 401(K) Plan (plan 001)
- Customers Bank — all reported plans
- R M Palmer Company Investment Opportunity Plan (plan 002)
- R M Palmer Company LLC — all reported plans
- Service Caster Corporation 401(K) Profit Sharing Plan & Trust (plan 001)
- Service Caster Corporation — all reported plans
- Jakorv, Inc. 401k Plan (plan 001)
- Jakorv, Inc. — all reported plans
- Edwards Business Systems Section 125 Plan (plan 501)
- Edwards Business Machines, Inc. — all reported plans
- Vision Mechanical, Inc. Employee Benefit Plan (plan 501)
- Vision Mechancial, Inc. — all reported plans
- Fortna Inc. Flexible Benefit Plan (plan 501)
- Fortna Inc. — all reported plans
- Fraser Ais Employee Benefit Plan (plan 501)
- William A Fraser Inc. — all reported plans
- Edwards Business Machines, Inc. Group Insurance Plan (plan 502)
- Methodology
- Data sources