Plan5500

Le Roy, 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, Le Roy, NY has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $6,886,648 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$6.9MSummed across loaded plans$6,872,240
Total reported assets$6.9M$6,886,648
Total reported participants157
Total reported liabilities$14.4K$14,408

Reported net position

Reported assets = net assets + liabilities (summed)$6.9M total assets
Net assets$6.9MLiabilities$14.4K
Contributions & income
Employer contributions$127.1K
Participant contributions$335.9K
Total income / additions$1.5M
Expenses & distributions
Benefits paid / distributions$565.8K
Total expenses$607.6K
Net increase / (decrease)$866.7K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation1 / 2 (50%)

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

Le Roy market comparison

Largest plan share of assets80%Orcon Industries Corp. 401(K) Plan
Participants per plan79Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Le Roy

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

  1. 1
    Orcon Industries Corp. 401(K) Plan$5.5M
    Orcon Industries Corp. · 2023
  2. 2
    Mowacres Farm Ii LLC 401(K) Profit Sharing Plan & Trust$1.4M
    Mowacres Farm Ii LLC · 2023

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

Related Form 5500 pages