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Employer · plans filed under one EIN

Frank Martz Coach Company

Wilkes-Barre, PA · Transportation and warehousing

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$6.3Mnet assets across plans
249participant records199 active
$221Kemployer contributions, latest plan years$1,109 per active record
$53KSchedule C compensation to organisations$214.42 per participant record

2 retirement plans with 100 or more participants file Form 5500 under Frank Martz Coach Company's employer identification number (Wilkes-Barre, Pennsylvania). Their latest filings total 249 participant records and $6.3M in net assets.

The largest is The Martz Group 401(k) Plan, a 401(k) plan with 136 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $221K and participant contributions $347K in the latest plan years; benefits paid were $659K. Schedule C compensation reported to service provider organisations totalled $53K.

Combined net assets moved from $915K in 2014 to $6.3M in 2024 (up 587%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
The Martz Group 401(k) Plan401(k) plan2024136$6.3M$46,239$1,988$53K
Frank Martz Coach Company Union Employees' 401(k) Plan401(k) plan2024113———$0
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2014: $915K2015: $1.2M2016: $9.6M2017: $11.4M2018: $10.1M2019: $10.8M2020: $10.4M2021: $2.9M2022: $7.3M2023: $5.9M2024: $6.3M$915K$11.4M$6.3M2014201620202024
Combined net assets
2014: 1562015: 1642016: 3832017: 3862018: 3642019: 3372020: 2962021: 1242022: 2472023: 2762024: 2491563862492014201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242249$6.3M$221K$347K
20232276$5.9M$219K$347K
20222247$7.3M$324K$498K
20211124$2.9M$122K$183K
20202296$10.4M$281K$450K
20192337$10.8M$418K$650K
20182364$10.1M$440K$672K
20172386$11.4M$422K$655K
20162383$9.6M$431K$631K
20151164$1.2M$205K$270K
20141156$915K$109K$286K

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Principal Life Insurance CompanyContract Administrator; Participant loan processing1$39,218
Snyder & ClementeAccounting (including auditing)1$13,000
S B H U Life Agency Inc.Other services1$1,172
Wilshire Advisors LLCInvestment advisory (plan)1$0

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Principal Life Insurance Company$39K
Snyder & Clemente$13K
S B H U Life Agency Inc.$1,172
Wilshire Advisors LLC$0

Questions and answers

How many retirement plans does Frank Martz Coach Company have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: The Martz Group 401(k) Plan and Frank Martz Coach Company Union Employees' 401(k) Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Frank Martz Coach Company contribute to its plans?

$220,693 in employer contributions across these plans in their latest plan years, about $1,109 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Principal Life Insurance Company, Snyder & Clemente, S B H U Life Agency Inc. and Wilshire Advisors LLC. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.