Harris, 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, Harris, NY has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $68,615,867 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
2
Latest filing year
2023

What stands out in Harris

  • 3 loaded plans hold $68.6M in reported assets across 2 sponsors.
  • The largest, The Center For Discovery Retirement Plan, holds 100% of reported Harris plan assets.
  • Plans cover 4,143 participants — about 1,381 per plan.
  • 33% 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$68.6MSummed across loaded plans$68,615,867
Total reported assets$68.6M$68,615,867
Total reported participants4.1K4,143
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$68.6M total assets
Net assets$68.6MLiabilities
Contributions & income
Employer contributions$934K
Participant contributions$3.3M
Total income / additions$14.8M
Expenses & distributions
Benefits paid / distributions$4.1M
Total expenses$4.3M
Net increase / (decrease)$10.5M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

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

Harris market comparison

Largest plan share of assets100%The Center For Discovery Retirement Plan
Participants per plan1,381Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Harris

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

  1. 1
    The Center For Discovery, Inc. · 2023
  2. 2
    Sdtc Welfare Plannot reported in the loaded dataset
    The Center For Discovery, Inc. · 2023
  3. 3
    Garnet Health Medical Center - Catskills · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Harris, NY?
3 plan(s) reported by 2 sponsor(s) are loaded for Harris, NY.

Related Form 5500 pages