Plan5500

Ballston Spa, 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, Ballston Spa, NY has 15 loaded benefit plan(s) reported by 10 plan sponsor(s), with $136,513,746 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
15
Plan sponsors
10
Latest filing year
2023

What stands out in Ballston Spa

  • 15 loaded plans hold $136.5M in reported assets across 10 sponsors.
  • The largest, Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan, holds 47% of reported Ballston Spa plan assets.
  • Plans cover 3,521 participants — about 235 per plan.
  • 60% of loaded plans report full Schedule H/I financial statements.
  • 40% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$136.5MSummed across loaded plans$136,511,824
Total reported assets$136.5M$136,513,746
Total reported participants3.5K3,521
Total reported liabilities$1.9K$1,922

Reported net position

Reported assets = net assets + liabilities (summed)$136.5M total assets
Net assets$136.5MLiabilities$1.9K
Contributions & income
Employer contributions$3.3M
Participant contributions$5.8M
Total income / additions$29.9M
Expenses & distributions
Benefits paid / distributions$12.4M
Total expenses$12.7M
Net increase / (decrease)$17.2M

Data coverage

Plans with financial statements9 / 15 (60%)
Plans with provider compensation6 / 15 (40%)

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

Ballston Spa market comparison

Largest plan share of assets47%Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan
Participants per plan235Average across loaded plans
Plan sponsors10
Ranked by reported assets

Largest loaded plans in Ballston Spa

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

  1. 1
    Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan$64.5M
    Curtis Lumber Company, Inc · 2023
  2. 2
    Ballston Spa National Bank Pension Plan$22.5M
    Ballston Spa National Bank · 2023
  3. 3
    Ballston Spa National Bank Supplemental Retirement Savings Plan$15.5M
    Ballston Spa National Bank · 2023
  4. 4
    W. M. Schultz Construction, Inc. Profit Sharing 401(K) Plan$11.1M
    W.M. Schultz Construction, Inc. · 2023
  5. 5
    Matthews Buses, Inc. 401(K) Profit Sharing Plan$10M
    Matthews Buses, Inc. · 2023
  6. 6
    Mann Wireless, Ltd. Profit Sharing/401(K) Plan$5.8M
    Mann Wireless, Ltd. · 2023
  7. 7
    Lifeworks Community Action, Inc. Profit Sharing/401(K) Plan$4.4M
    Lifeworks Community Action, Inc. · 2023
  8. 8
    Saratoga Auto Supply, Inc. 401(K) Plan$1.5M
    Saratoga Auto Supply, Inc. · 2023
  9. 9
    Frederick Dreher Dds Pc 401(K) Profit Sharing Plan & Trust$1.2M
    Frederick Dreher Dds Pc · 2023
  10. 10
    Ballston Spa National Banknot reported in the loaded dataset
    Ballston Spa National Bank · 2023
  11. 11
    Curtis Lumber Co., Inc. Employee Benefits Plannot reported in the loaded dataset
    Curtis Lumber Co., Inc. · 2023
  12. 12
    Saratoga Bridges Flexible Benefits Plannot reported in the loaded dataset
    Saratoga Bridges · 2023
  13. 13
    Saratoga Bridges, Nysarc Inc. Welfare Benefits Plannot reported in the loaded dataset
    Saratoga Bridges, Nysarc Inc. · 2023
  14. 14
    Saratoga Bridges Section 105(H) Health Reimbursement Arrangementnot reported in the loaded dataset
    Saratoga Bridges · 2023
  15. 15
    The Matthews Group, Inc. Health & Welfare Employee Benefits Plannot reported in the loaded dataset
    The Matthews Group, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Ballston Spa, NY?
15 plan(s) reported by 10 sponsor(s) are loaded for Ballston Spa, NY.

Related Form 5500 pages