Plan5500

Herkimer, 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, Herkimer, NY has 7 loaded benefit plan(s) reported by 5 plan sponsor(s), with $40,949,630 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
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$40.9MSummed across loaded plans$40,944,943
Total reported assets$40.9M$40,949,630
Total reported participants1.1K1,103
Total reported liabilities$4.7K$4,687

Reported net position

Reported assets = net assets + liabilities (summed)$40.9M total assets
Net assets$40.9MLiabilities$4.7K
Contributions & income
Employer contributions$5M
Participant contributions$441.7K
Total income / additions$10.3M
Expenses & distributions
Benefits paid / distributions$3.7M
Total expenses$3.9M
Net increase / (decrease)$6.4M

Data coverage

Plans with financial statements4 / 7 (57%)
Plans with provider compensation2 / 7 (29%)

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

Herkimer market comparison

Largest plan share of assets70%Empire State Highway Contractors Association, Inc Retirement Plan For The Employees Of Tioga Construction Co., Inc.
Participants per plan158Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Herkimer

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

  1. 1
    Empire State Highway Contractors Association, Inc Retirement Plan For The Employees Of Tioga Construction Co., Inc.$28.5M
    Tioga Construction Co., Inc. · 2023
  2. 2
    Valley Health Services, Inc. Employee Savings And Protection Plan$10.7M
    Valley Health Services, Inc · 2023
  3. 3
    Empire State Highway Contractors Association, Inc. Employees H&W Plan For The Employees Of Tioga Construction Company, Inc.$1.7M
    Tioga Construction Company, Inc. · 2023
  4. 4
    Empire State Highway Contractors Association, Inc. Employees H&W Plan For The Employees Of John Talarico Contracting Corp.$0
    John Talarico Contracting Corp. · 2023
  5. 5
    Elg Utica Alloys, Inc. Benefit Plannot reported in the loaded dataset
    Elg Utica Alloys, Inc. · 2023
  6. 6
    Arc Herkimer Welfare Benefits Plannot reported in the loaded dataset
    Arc Herkimer · 2023
  7. 7
    Arc Herkimer Section 105(H) Health Reimbursement Arrangementnot reported in the loaded dataset
    Arc Herkimer · 2023

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

Related Form 5500 pages