Plan5500

Alfred, 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, Alfred, NY has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $141,002,969 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$141MSummed across loaded plans$141,002,969
Total reported assets$141M$141,002,969
Total reported participants1.9K1,887
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$141M total assets
Net assets$141MLiabilities$0
Contributions & income
Employer contributions$1.5M
Participant contributions$1.7M
Total income / additions$21.3M
Expenses & distributions
Benefits paid / distributions$7.2M
Total expenses$7.3M
Net increase / (decrease)$14M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation2 / 2 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Alfred, 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

Alfred market comparison

Largest plan share of assets100%Alfred University Retirement Plan
Participants per plan944Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Alfred

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

  1. 1
    Alfred University Retirement Plan$141M
    Alfred University · 2023
  2. 2
    Alfred University Health & Welfare Benefitsnot reported in the loaded dataset
    Alfred University Human Resources Services · 2023

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

Related Form 5500 pages