Clifton Park, 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, Clifton Park, NY has 22 loaded benefit plan(s) reported by 16 plan sponsor(s), with $183,217,161 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 22
- Plan sponsors
- 16
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $183,217,161
- Total reported liabilities (EOY)
- $27,597,540
- Total reported net assets (EOY)
- $155,619,621
Contributions & income
- Employer contributions
- $11,824,646
- Participant contributions
- $6,782,124
- Total income / additions
- $47,097,420
Expenses & distributions
- Benefits paid / distributions
- $11,630,895
- Total expenses
- $12,812,677
- Net increase / (decrease)
- $34,284,743
Coverage
- Total reported participants
- 2,835
- Plans with financial statements
- 17
- Plans with provider compensation
- 7
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Clifton Park, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Kitware 401k Plan | Kitware Inc | $46,511,677 | 2023 |
| Sheet Metal Workers Local No.83 Annuity Fund | Sheet Metal Workers Local No 83 Annuity | $38,445,832 | 2023 |
| Bast Hatfield Construction, LLC Savings & Retirement Plan | Bast Hatfield Construction, LLC | $26,382,201 | 2023 |
| Sheet Metal Workers Local 83 Insurance Fund | Trustees Insurance Fund Local 83 | $18,672,504 | 2023 |
| Kitware, Inc. Employee Ownership Plan | Kitware, Inc. | $14,760,000 | 2023 |
| M J Engineering And Land Surveying, P.C. 401(K) Profit Sharing Plan | M J Engineering And Land Surveying | $12,679,706 | 2023 |
| Bobrow Distributing Corp. Profit Sharing 401(K) Plan | Bobrow Distributing Corp. | $6,190,757 | 2023 |
| Smile Lodge Retirement Plan | Mcdonnell And Mcmahon Pediatric Dentistry, Pllc | $5,577,532 | 2023 |
| Nhea Domestic Workers Retirement Plan | National Household Employer Association | $4,410,889 | 2023 |
| Albany Valve & Fitting Co. 401(K) Profit Sharing Plan And Trust | Albany Valve & Fitting Co., Inc. | $3,872,805 | 2023 |
| Alpha Geological Services, Inc. 401(K) Plan | Alpha Geological Services, Inc. | $3,149,315 | 2023 |
| Castle Hill Golf And Country Club Inc. 401(K) Plan | Castle Hill Golf And Country Club Inc. | $1,029,533 | 2023 |
| Northeast Home Solutions Corp. Retirement Plan | Northeast Home Solutions Corp. | $700,000 | 2023 |
| Jjc Complete Wellness, Inc. Retirement Plan | Jjc Complete Wellness, Inc. | $327,639 | 2023 |
| Corson Associates 401k | Corson Associates Inc. | $244,144 | 2023 |
| Energy Control Products LLC 401(K) Profit Sharing Plan & Trust | Energy Control Products LLC | $162,627 | 2023 |
| Drd Marketing, Inc. Retirement Plan | Drd Marketing, Inc. | $100,000 | 2023 |
| M J Engineering And Land Surveying Welfare Benefit Plan | M J Engineering And Land Surveying | not reported in the loaded dataset | 2023 |
| Kitware, Inc. Welfare Benefits Plan | Kitware, Inc. | not reported in the loaded dataset | 2023 |
| Kitware, Inc. Employee Medical Plan | Kitware, Inc. | not reported in the loaded dataset | 2023 |
| Mcdonnell And Mcmahon Pediatric Dentistry Ancillary Plan | Mcdonnell And Mcmahon Pediatric Dentistry, Pllc | not reported in the loaded dataset | 2023 |
| Mcdonnell And Mcmahon Pediatric Dentistry Dental Plan | Mcdonnell And Mcmahon Pediatric Dentistry, Pllc | not reported in the loaded dataset | 2023 |
Largest plans in Clifton Park → · Clifton Park plans by participants → · Clifton Park plans with financial data → · Clifton Park plans with provider compensation → · $1B+ plans in Clifton Park →
Related Form 5500 pages
- All NY Form 5500 filings
- Kitware 401k Plan (plan 001)
- Kitware Inc — all reported plans
- Sheet Metal Workers Local No.83 Annuity Fund (plan 001)
- Sheet Metal Workers Local No 83 Annuity — all reported plans
- Bast Hatfield Construction, LLC Savings & Retirement Plan (plan 001)
- Bast Hatfield Construction, LLC — all reported plans
- Sheet Metal Workers Local 83 Insurance Fund (plan 501)
- Trustees Insurance Fund Local 83 — all reported plans
- Kitware, Inc. Employee Ownership Plan (plan 002)
- M J Engineering And Land Surveying, P.C. 401(K) Profit Sharing Plan (plan 001)
- M J Engineering And Land Surveying — all reported plans
- Bobrow Distributing Corp. Profit Sharing 401(K) Plan (plan 001)
- Bobrow Distributing Corp. — all reported plans
- Smile Lodge Retirement Plan (plan 001)
- Mcdonnell And Mcmahon Pediatric Dentistry, Pllc — all reported plans
- Nhea Domestic Workers Retirement Plan (plan 002)
- National Household Employer Association — all reported plans
- Albany Valve & Fitting Co. 401(K) Profit Sharing Plan And Trust (plan 002)
- Albany Valve & Fitting Co., Inc. — all reported plans
- Alpha Geological Services, Inc. 401(K) Plan (plan 001)
- Alpha Geological Services, Inc. — all reported plans
- Castle Hill Golf And Country Club Inc. 401(K) Plan (plan 001)
- Castle Hill Golf And Country Club Inc. — all reported plans
- Northeast Home Solutions Corp. Retirement Plan (plan 001)
- Northeast Home Solutions Corp. — all reported plans
- Jjc Complete Wellness, Inc. Retirement Plan (plan 001)
- Jjc Complete Wellness, Inc. — all reported plans
- Corson Associates 401k (plan 001)
- Corson Associates Inc. — all reported plans
- Methodology
- Data sources