Hamburg, 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, Hamburg, NY has 7 loaded benefit plan(s) reported by 5 plan sponsor(s), with $107,991,046 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 7
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $107,991,046
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $107,991,046
Contributions & income
- Employer contributions
- $1,198,554
- Participant contributions
- $4,592,690
- Total income / additions
- $23,385,416
Expenses & distributions
- Benefits paid / distributions
- $10,226,268
- Total expenses
- $10,353,646
- Net increase / (decrease)
- $13,031,770
Coverage
- Total reported participants
- 3,048
- Plans with financial statements
- 5
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Hamburg, 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 |
|---|---|---|---|
| Baillie Lumber Co., L.P. 401(K) Plan | Baillie Lumber Co., L.P. | $73,578,392 | 2023 |
| The Hilbert College Retirement Plan | Hilbert College | $34,053,756 | 2023 |
| Shepherd Holdings Corporation 401(K) Plan | Shepherd Holdings Corporation | $222,082 | 2023 |
| Rj Alpha Corporation 401(K) Plan | Rj Alpha Corporation | $102,091 | 2023 |
| Wny Learning Solutions, Inc. 401(K) Plan | Wny Learning Solutions, Inc. | $34,725 | 2023 |
| Baillie Lumber Co. Group Health Plan | Baillie Lumber Co. Lp | not reported in the loaded dataset | 2023 |
| Hilbert College Group Insurance Plan | Hilbert College Welfare Plan | not reported in the loaded dataset | 2023 |
Largest plans in Hamburg → · Hamburg plans by participants → · Hamburg plans with financial data → · Hamburg plans with provider compensation → · $1B+ plans in Hamburg →
Related Form 5500 pages
- All NY Form 5500 filings
- Baillie Lumber Co., L.P. 401(K) Plan (plan 002)
- Baillie Lumber Co., L.P. — all reported plans
- The Hilbert College Retirement Plan (plan 001)
- Hilbert College — all reported plans
- Shepherd Holdings Corporation 401(K) Plan (plan 001)
- Shepherd Holdings Corporation — all reported plans
- Rj Alpha Corporation 401(K) Plan (plan 001)
- Rj Alpha Corporation — all reported plans
- Wny Learning Solutions, Inc. 401(K) Plan (plan 001)
- Wny Learning Solutions, Inc. — all reported plans
- Baillie Lumber Co. Group Health Plan (plan 501)
- Hilbert College Group Insurance Plan (plan 502)
- Methodology
- Data sources