Menands, 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, Menands, NY has 11 loaded benefit plan(s) reported by 8 plan sponsor(s), with $578,062,193 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
11
Plan sponsors
8
Latest filing year
2023

What stands out in Menands

  • 11 loaded plans hold $578.1M in reported assets across 8 sponsors.
  • The largest, Research Foundation For Mental Hygiene, Inc. Tda And (Frozen) Dc Plan, holds 35% of reported Menands plan assets.
  • Plans cover 12,340 participants — about 1,122 per plan.
  • 82% of loaded plans report full Schedule H/I financial statements.
  • 36% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$577.5MSummed across loaded plans$577,461,524
Total reported assets$578.1M$578,062,193
Total reported participants12.3K12,340
Total reported liabilities$600.7K$600,669

Reported net position

Reported assets = net assets + liabilities (summed)$578.1M total assets
Net assets$577.5MLiabilities$600.7K
Contributions & income
Employer contributions$9M
Participant contributions$6.2M
Total income / additions$89.5M
Expenses & distributions
Benefits paid / distributions$31.3M
Total expenses$31.7M
Net increase / (decrease)$57.8M

Data coverage

Plans with financial statements9 / 11 (82%)
Plans with provider compensation4 / 11 (36%)

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

Menands market comparison

Largest plan share of assets35%Research Foundation For Mental Hygiene, Inc. Tda And (Frozen) Dc Plan
Participants per plan1,122Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Menands

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

  1. 1
    Research Foundation For Mental Hygiene, Inc. · 2023
  2. 2
    Research Foundation For Mental Hygiene, Inc. · 2023
  3. 3
  4. 4
    Research Foundation For Mental Hygiene, Inc · 2023
  5. 5
    M.M. Hayes Company, Inc. · 2023
  6. 6
    Union & Association Trustees Of Local Union No 466 Pension Plan · 2023
  7. 7
    Council Services Plus, Inc. · 2023
  8. 8
    Trustees Of New York Council Of Nonprofits, Inc. Health Plan · 2023
  9. 9
    Telecommunications Analysis Group, Inc. · 2023
  10. 10
    Health Research, Inc. Group Benefits Plannot reported in the loaded dataset
    Health Research, Inc. · 2023
  11. 11
    Welfare Plannot reported in the loaded dataset
    Research Foundation For Mental Hygiene, Inc. · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Menands, NY?
11 plan(s) reported by 8 sponsor(s) are loaded for Menands, NY.

Related Form 5500 pages