Plan5500

Congers, 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, Congers, NY has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $12,786,405 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Congers

  • 3 loaded plans hold $12.8M in reported assets across 3 sponsors.
  • The largest, Intercos 401(K) Plan, holds 93% of reported Congers plan assets.
  • Plans cover 840 participants — about 280 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12.8MSummed across loaded plans$12,786,405
Total reported assets$12.8M$12,786,405
Total reported participants840
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$12.8M total assets
Net assets$12.8MLiabilities$0
Contributions & income
Employer contributions$343K
Participant contributions$844.9K
Total income / additions$3M
Expenses & distributions
Benefits paid / distributions$487.6K
Total expenses$536.3K
Net increase / (decrease)$2.5M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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

Congers market comparison

Largest plan share of assets93%Intercos 401(K) Plan
Participants per plan280Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Congers

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

  1. 1
    Intercos 401(K) Plan$11.9M
    Intercos America, Inc. · 2023
  2. 2
    John Mini, Distinctive Landscapes Ltd. Profit Sharing Trust$900.9K
    John Mini, Distinctive Landscapes Ltd. · 2023
  3. 3
    Chartwell Operations, LLC Group Health Plannot reported in the loaded dataset
    Chartwell Operations LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages