My Plan Facts

Employers › Pennsylvania

Employer · plans filed under one EIN

Top Notch Distributors, Inc.

Honesdale, PA · Wholesale trade

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.

$50.7Mnet assets across plans
666participant records567 active
$390Kemployer contributions, latest plan years$687 per active record
$210KSchedule C compensation to organisations$314.96 per participant record

Top Notch Distributors, Inc., based in Honesdale, Pennsylvania, sponsors 2 retirement plans with 100 or more participants: 2 defined contribution. Together they reported 666 participant records and $50.7M in net assets.

The largest is Top Notch Distributors, Inc. 401(k) Savings Plan, a 401(k) plan with 347 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 $390K and participant contributions $1.4M in the latest plan years; benefits paid were $6.0M. Schedule C compensation reported to service provider organisations totalled $210K.

Combined net assets moved from $6.4M in 2009 to $50.7M in 2024 (up 696%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Top Notch Distributors, Inc. 401(k) Savings Plan401(k) plan2024347$28.4M$81,939$1,245$145K
Top Notch Employee Stock Ownership Planemployee stock ownership plan2024319$22.3M$69,808—$65K
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: $6.4M2010: $7.4M2011: $7.2M2012: $2.8M2013: $4.2M2014: $5.6M2015: $6.6M2016: $7.6M2017: $17.7M2018: $22.8M2019: $30.4M2020: $35.5M2021: $40.1M2022: $37.9M2023: $45.8M2024: $50.7M$6.4M$50.7M20092012201620202024
Combined net assets
2009: 1452010: 1542011: 1632012: 1612013: 1642014: 1652015: 1752016: 1982017: 3362018: 5082019: 5822020: 6082021: 6222022: 6342023: 6502024: 66614566620092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242666$50.7M$390K$1.4M
20232650$45.8M$412K$1.2M
20222634$37.9M$327K$1.1M
20212622$40.1M$284K$1.0M
20202608$35.5M$564K$898K
20192582$30.4M$441K$834K
20182508$22.8M$666K$0
20171336$17.7M$213K$739K
20161198$7.6M$0$0
20151175$6.6M$397K$0
20141165$5.6M$303K$0
20131164$4.2M$335K$0
20121161$2.8M$290K$0
20111163$7.2M$96K$217K
20101154$7.4M$104K$247K
20091145$6.4M$175K$265K

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
Morgan Stanley Global BaInvestment advisory (plan)1$91,686
Principal Life Insurance CompanyContract Administrator; Participant loan processing2$54,448
Morgan Stanley Global BaInvestment advisory (plan)1$22,867
Ventura ESOP Fiduciary ServicesTrustee (directed)1$22,510
Pendo AdvisorsValuation (appraisals, etc.)1$18,250

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

Morgan Stanley Global Ba$92K
Principal Life Insurance Company$54K
Morgan Stanley Global Ba$23K
Ventura ESOP Fiduciary Services$23K
Pendo Advisors$18K

Questions and answers

How many retirement plans does Top Notch Distributors, Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Top Notch Distributors, Inc. 401(k) Savings Plan and Top Notch Employee Stock Ownership Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Top Notch Distributors, Inc. contribute to its plans?

$389,746 in employer contributions across these plans in their latest plan years, about $687 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 Morgan Stanley Global Ba, Principal Life Insurance Company, Morgan Stanley Global Ba and Ventura ESOP Fiduciary Services and others. 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.