Plan5500

Fishkill, 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, Fishkill, NY has 12 loaded benefit plan(s) reported by 9 plan sponsor(s), with $33,381,740 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
12
Plan sponsors
9
Latest filing year
2023

What stands out in Fishkill

  • 12 loaded plans hold $33.4M in reported assets across 9 sponsors.
  • The largest, Emery & Webb 401k Savings Plan, holds 39% of reported Fishkill plan assets.
  • Plans cover 714 participants — about 60 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • 8% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$33.4MSummed across loaded plans$33,381,740
Total reported assets$33.4M$33,381,740
Total reported participants714
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$33.4M total assets
Net assets$33.4MLiabilities$0
Contributions & income
Employer contributions$847.7K
Participant contributions$1.1M
Total income / additions$7.7M
Expenses & distributions
Benefits paid / distributions$3.6M
Total expenses$3.8M
Net increase / (decrease)$4M

Data coverage

Plans with financial statements9 / 12 (75%)
Plans with provider compensation1 / 12 (8%)

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

Fishkill market comparison

Largest plan share of assets39%Emery & Webb 401k Savings Plan
Participants per plan60Average across loaded plans
Plan sponsors9
Ranked by reported assets

Largest loaded plans in Fishkill

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

  1. 1
    Emery & Webb 401k Savings Plan$13.1M
    Emery & Webb, Inc. · 2023
  2. 2
    Medallies, Inc. Profit Sharing Plan And Trust$8.4M
    Medallies, Inc. · 2023
  3. 3
    Emery & Webb, Inc. Profit Sharing Plan And Trust$4.2M
    Emery & Webb, Inc. · 2023
  4. 4
    Montfort Group 401(K) Plan$3.2M
    Montfort Bros., Inc. · 2023
  5. 5
    Mid Hudson Development Corporation 401(K) Profit Sharing Plan And Trust$1.8M
    Mid Hudson Development Corporation · 2023
  6. 6
    Kole S. Miller, Dds Profit Sharing Trust$1.3M
    Kole S. Miller, Dds Pc · 2023
  7. 7
    1134fishkill 401k$733.5K
    1134fishkill Inc. · 2023
  8. 8
    D Silvestri Sons Inc 401(K) Profit Sharing Plan & Trust$709.8K
    D Silvestri Sons Inc · 2023
  9. 9
    Caja Bleu Inc. Retirement Plan$11
    Caja Bleu Inc. · 2023
  10. 10
    Emery & Webb, Inc. Group Lifenot reported in the loaded dataset
    Emery & Webb, Inc. · 2023
  11. 11
    Vs Servicer Dental And Vision Plannot reported in the loaded dataset
    Vs Servicer At Fishkill LLC · 2023
  12. 12
    Vs Servicer Life And Std Plannot reported in the loaded dataset
    Vs Servicer At Fishkill LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Fishkill, NY?
12 plan(s) reported by 9 sponsor(s) are loaded for Fishkill, NY.

Related Form 5500 pages