Farmington, 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, Farmington, NY has 9 loaded benefit plan(s) reported by 5 plan sponsor(s), with $63,627,857 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 9
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $63,627,857
- Total reported liabilities (EOY)
- $1,565,547
- Total reported net assets (EOY)
- $62,062,310
Contributions & income
- Employer contributions
- $2,284,894
- Participant contributions
- $4,434,578
- Total income / additions
- $17,692,532
Expenses & distributions
- Benefits paid / distributions
- $4,614,867
- Total expenses
- $4,952,863
- Net increase / (decrease)
- $12,739,669
Coverage
- Total reported participants
- 2,866
- Plans with financial statements
- 5
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Farmington, 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 |
|---|---|---|---|
| Leonard'S Express, Inc. 401(K) Savings Plan | Leonard'S Express, Inc. | $25,972,489 | 2023 |
| Ultrafab, Inc. Employees' Retirement Plan | Ultrafab, Inc. | $21,932,998 | 2023 |
| New Energy Works Of Rochester, Inc. 401 (K) Profit Sharing Plan | New Energy Works Of Rochester, Inc. | $10,564,795 | 2023 |
| New Energy Works Employee Stock Ownership Plan | New Energy Works Of Rochester, Inc. | $5,144,221 | 2023 |
| Lucky 3 Corporation 401(K) Plan | Lucky 3 Corporation | $13,354 | 2023 |
| Network Adjusters Inc. Health And Welfare Plan | Network Adjusters, Inc. | not reported in the loaded dataset | 2023 |
| Ultrafab, Inc. Wrap Plan | Ultrafab, Inc. | not reported in the loaded dataset | 2023 |
| New Energy Works Welfare Benefit Plan | New Energy Works Of Rochester Inc | not reported in the loaded dataset | 2023 |
| Leonard'S Express Inc Wrap Plan | Leonards Express Inc | not reported in the loaded dataset | 2023 |
Largest plans in Farmington → · Farmington plans by participants → · Farmington plans with financial data → · Farmington plans with provider compensation → · $1B+ plans in Farmington →
Related Form 5500 pages
- All NY Form 5500 filings
- Leonard'S Express, Inc. 401(K) Savings Plan (plan 001)
- Leonard'S Express, Inc. — all reported plans
- Ultrafab, Inc. Employees' Retirement Plan (plan 002)
- Ultrafab, Inc. — all reported plans
- New Energy Works Of Rochester, Inc. 401 (K) Profit Sharing Plan (plan 001)
- New Energy Works Of Rochester, Inc. — all reported plans
- New Energy Works Employee Stock Ownership Plan (plan 002)
- Lucky 3 Corporation 401(K) Plan (plan 001)
- Lucky 3 Corporation — all reported plans
- Network Adjusters Inc. Health And Welfare Plan (plan 501)
- Network Adjusters, Inc. — all reported plans
- Ultrafab, Inc. Wrap Plan (plan 530)
- New Energy Works Welfare Benefit Plan (plan 502)
- Leonard'S Express Inc Wrap Plan (plan 530)
- Methodology
- Data sources