Plan5500

Adams, NY 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, Adams, NY has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $11,797,294 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

What stands out in Adams

  • 4 loaded plans hold $11.8M in reported assets across 3 sponsors.
  • The largest, Fuccillo Automotive Group, Inc. 401(K) Retirement Savings Plan, holds 88% of reported Adams plan assets.
  • Plans cover 237 participants — about 59 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11.8MSummed across loaded plans$11,797,294
Total reported assets$11.8M$11,797,294
Total reported participants237
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$11.8M total assets
Net assets$11.8MLiabilities$0
Contributions & income
Employer contributions$1.4M
Participant contributions$203.3K
Total income / additions$3M
Expenses & distributions
Benefits paid / distributions$2.1M
Total expenses$2.2M
Net increase / (decrease)$819.5K

Data coverage

Plans with financial statements4 / 4 (100%)
Plans with provider compensation1 / 4 (25%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Adams, NY 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.

Computed from loaded plans

Adams market comparison

Largest plan share of assets88%Fuccillo Automotive Group, Inc. 401(K) Retirement Savings Plan
Participants per plan59Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Adams

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Fuccillo Automotive Group, Inc. 401(K) Retirement Savings Plan$10.4M
    Fuccillo Automotive Group, Inc. · 2023
  2. 2
    Empire State Highway Contractors Association, Inc. Employees H & W Plan For The Employees Of Marcellus Construction Co., Inc.$703.7K
    Marcellus Construction Co., Inc. · 2023
  3. 3
    Fuccillo Automotive Group, Inc. Group Health Plan$455.2K
    Fuccillo Automotive Group, Inc. · 2023
  4. 4
    Jlucas, Inc. 401(K) Profit Sharing Plan$230.7K
    Jlucas, Inc. · 2023

Largest plans in Adams → · Adams plans by participants → · Adams plans with financial data → · Adams plans with provider compensation → · $1B+ plans in Adams →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Adams, NY?
4 plan(s) reported by 3 sponsor(s) are loaded for Adams, NY.

Related Form 5500 pages