Middletown, 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, Middletown, NY has 31 loaded benefit plan(s) reported by 23 plan sponsor(s), with $662,263,452 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 31
- Plan sponsors
- 23
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $662,263,452
- Total reported liabilities (EOY)
- $179,792
- Total reported net assets (EOY)
- $662,083,660
Contributions & income
- Employer contributions
- $15,077,313
- Participant contributions
- $34,325,597
- Total income / additions
- $136,649,682
Expenses & distributions
- Benefits paid / distributions
- $68,937,202
- Total expenses
- $72,032,922
- Net increase / (decrease)
- $64,616,760
Coverage
- Total reported participants
- 23,596
- Plans with financial statements
- 19
- Plans with provider compensation
- 14
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Middletown, 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 |
|---|---|---|---|
| Garnet Health Medical Center 403(B) Retirement Savings Plan | Garnet Health Medical Center | $273,337,281 | 2023 |
| Balchem 401(K) Plan | Balchem Corporation | $132,019,878 | 2023 |
| Orange Regional Medical Center Employees' Retirement Plan | Garnet Health Medical Center | $87,488,346 | 2023 |
| Access Supports For Living Inc. 403(B) Retirement Plan | Access Supports For Living Inc. | $49,752,837 | 2023 |
| Orange Bank & Trust Company Pension Plan As A Member Of The New York State Bankers Retirement System | Orange Bank And Trust Company | $34,761,340 | 2023 |
| Orange County Bancorp Inc. 401(K)Plan | Orange County Bancorp Inc. | $29,515,896 | 2023 |
| Middletown Medical, P.C. 401(K) Profit Sharing Plan | Middletown Medical, P.C. | $15,900,282 | 2023 |
| Alto Music Of Orange County, Inc. 401(K) Profit Sharing Plan And Trust | Alto Music Of Orange County Inc. | $7,892,965 | 2023 |
| Heritage Financial Credit Union Capital Accumulation Plan | Heritage Financial Credit Union | $7,270,086 | 2023 |
| Crystal Run Village Money Purchase Plan | Crystal Run Village, Inc. | $6,373,844 | 2023 |
| Eclipse Awning Systems, LLC 401(K) Profit Sharing Plan And Trust | Eclipse Awning Systems, LLC | $4,567,813 | 2023 |
| Sobo & Sobo Llp 401(K) Profit Sharing Plan & Trust | Sobo & Sobo Llp | $3,933,480 | 2023 |
| Adapt Of The Hudson Valley, Inc. 401(K) Plan | Adapt Of The Hudson Valley, Inc. | $3,164,595 | 2023 |
| Recap 401(K) Retirement Plan | Regional Economic Community Action Program, Inc | $1,573,207 | 2023 |
| Access Supports For Living Inc. Employee Benefits Trust | Access Supports For Living Inc. Employee Benefits Trust | $1,279,473 | 2023 |
| Bob Maxwell Walk-A-Ways Inc Profit Sharing Plan | Bob Maxwell Walk-A-Ways Inc | $1,227,738 | 2023 |
| Realty Promotions, Inc. 401(K) Profit Sharing Plan | Realty Promotions, Inc. | $920,478 | 2023 |
| Loiodice Excavating, Inc. 401(K) Profit Sharing Plan | Loiodice Excavating, Inc. | $680,712 | 2023 |
| Tax Deferred Annuity Plan Of Mental Health Association In Orange County Inc. | Mental Health Association In Orange County, Inc. | $603,201 | 2023 |
| E. Tetz & Sons Inc | E. Tetz & Sons Inc. | not reported in the loaded dataset | 2023 |
| Middletown Medical Welfare Benefit Plan | Middletown Medical Pc | not reported in the loaded dataset | 2023 |
| Balchem Corporation Benefit Plan | Balchem Corporation | not reported in the loaded dataset | 2023 |
| Crystal Run Healthcare Physicians Llp Health & Welfare Plan | Crystal Run Healthcare Physicians Llp | not reported in the loaded dataset | 2023 |
| Orange Bank And Trust Company Employee Benefits Plan | Orange Bank And Trust Company | not reported in the loaded dataset | 2023 |
| Heritage Financial Credit Union Health & Welfare Benefit Plan | Heritage Financial Credit Union | not reported in the loaded dataset | 2023 |
Largest plans in Middletown → · Middletown plans by participants → · Middletown plans with financial data → · Middletown plans with provider compensation → · $1B+ plans in Middletown →
Related Form 5500 pages
- All NY Form 5500 filings
- Garnet Health Medical Center 403(B) Retirement Savings Plan (plan 002)
- Garnet Health Medical Center — all reported plans
- Balchem 401(K) Plan (plan 005)
- Balchem Corporation — all reported plans
- Orange Regional Medical Center Employees' Retirement Plan (plan 001)
- Garnet Health Medical Center — all reported plans
- Access Supports For Living Inc. 403(B) Retirement Plan (plan 002)
- Access Supports For Living Inc. — all reported plans
- Orange Bank & Trust Company Pension Plan As A Member Of The New York State Bankers Retirement System (plan 001)
- Orange Bank And Trust Company — all reported plans
- Orange County Bancorp Inc. 401(K)Plan (plan 004)
- Orange County Bancorp Inc. — all reported plans
- Middletown Medical, P.C. 401(K) Profit Sharing Plan (plan 001)
- Middletown Medical, P.C. — all reported plans
- Alto Music Of Orange County, Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Alto Music Of Orange County Inc. — all reported plans
- Heritage Financial Credit Union Capital Accumulation Plan (plan 011)
- Heritage Financial Credit Union — all reported plans
- Crystal Run Village Money Purchase Plan (plan 002)
- Crystal Run Village, Inc. — all reported plans
- Eclipse Awning Systems, LLC 401(K) Profit Sharing Plan And Trust (plan 001)
- Eclipse Awning Systems, LLC — all reported plans
- Sobo & Sobo Llp 401(K) Profit Sharing Plan & Trust (plan 001)
- Sobo & Sobo Llp — all reported plans
- Adapt Of The Hudson Valley, Inc. 401(K) Plan (plan 001)
- Adapt Of The Hudson Valley, Inc. — all reported plans
- Recap 401(K) Retirement Plan (plan 001)
- Regional Economic Community Action Program, Inc — all reported plans
- Access Supports For Living Inc. Employee Benefits Trust (plan 501)
- Access Supports For Living Inc. Employee Benefits Trust — all reported plans
- Methodology
- Data sources