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Employers › Pennsylvania

Employer · plans filed under one EIN

Melmark, Inc.

Berwyn, PA · Health care and social assistance

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.

$66.8Mnet assets across plans
2,753participant records1,751 active
$2.9Memployer contributions, latest plan years$1,674 per active record
$91KSchedule C compensation to organisations$32.92 per participant record

2 retirement plans with 100 or more participants file Form 5500 under Melmark, Inc.'s employer identification number (Berwyn, Pennsylvania). Their latest filings total 2,753 participant records and $66.8M in net assets.

The largest is Melmark, Inc. Retirement Plan, a profit-sharing plan with 1,545 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 $2.9M and participant contributions $4.1M in the latest plan years; benefits paid were $4.7M. Schedule C compensation reported to service provider organisations totalled $91K.

Combined net assets moved from $13.1M in 2009 to $66.8M in 2024 (up 409%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Melmark, Inc. Retirement Planprofit-sharing plan20241,545$25.6M$16,595$2,238$30K
Melmark, Inc. Supplemental Retirement Annuity Plan403(b) plan20241,208$41.1M$34,033$1,036$61K
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

2009: $13.1M2010: $14.8M2011: $15.7M2012: $18.3M2013: $22.0M2014: $23.9M2015: $25.9M2016: $28.3M2017: $31.9M2018: $31.9M2019: $38.8M2020: $44.1M2021: $51.6M2022: $46.9M2023: $57.4M2024: $66.8M$13.1M$66.8M20092012201620202024
Combined net assets
2009: 2,0152010: 2,2292011: 2,3812012: 2,5112013: 2,6982014: 2,7832015: 2,5802016: 2,3982017: 2,4692018: 2,7072019: 2,9032020: 3,0212021: 2,9212022: 3,0532023: 2,5162024: 2,7532,0153,0532,75320092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202422,753$66.8M$2.9M$4.1M
202322,516$57.4M$2.6M$3.6M
202223,053$46.9M$2.3M$3.3M
202122,921$51.6M$2.1M$2.6M
202023,021$44.1M$1.9M$2.1M
201922,903$38.8M$1.8M$0
201822,707$31.9M$1.7M$1.7M
201722,469$31.9M$1.4M$1.4M
201622,398$28.3M$1.3M$1.4M
201522,580$25.9M$1.3M$1.2M
201422,783$23.9M$1.2M$1.0M
201322,698$22.0M$1.1M$917K
201222,511$18.3M$1.0M$853K
201122,381$15.7M$904K$775K
201022,229$14.8M$894K$759K
200922,015$13.1M$953K$787K

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
BDO USA P.C.Accounting (including auditing)2$39,165
TIAA - Teachers Insurance and AnnuiRecordkeeping and information management1$24,724
CBIZ Retirement Plan ServicesRecordkeeping and information management1$16,748
The Concord Advisory Group, Ltd.Investment advisory (participants)1$10,000

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

BDO USA P.C.$39K
TIAA - Teachers Insurance and Annui$25K
CBIZ Retirement Plan Services$17K
The Concord Advisory Group, Ltd.$10K

Questions and answers

How many retirement plans does Melmark, Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Melmark, Inc. Retirement Plan and Melmark, Inc. Supplemental Retirement Annuity Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Melmark, Inc. contribute to its plans?

$2,931,718 in employer contributions across these plans in their latest plan years, about $1,674 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 BDO USA P.C., TIAA - Teachers Insurance and Annui, CBIZ Retirement Plan Services and The Concord Advisory Group, Ltd.. 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.