Newburgh, 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, Newburgh, NY has 42 loaded benefit plan(s) reported by 38 plan sponsor(s), with $586,902,794 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 42
- Plan sponsors
- 38
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $586,902,794
- Total reported liabilities (EOY)
- $3,892,500
- Total reported net assets (EOY)
- $583,010,294
Contributions & income
- Employer contributions
- $34,672,630
- Participant contributions
- $15,271,919
- Total income / additions
- $124,014,290
Expenses & distributions
- Benefits paid / distributions
- $74,079,960
- Total expenses
- $77,915,681
- Net increase / (decrease)
- $46,098,609
Coverage
- Total reported participants
- 10,127
- Plans with financial statements
- 40
- Plans with provider compensation
- 11
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Newburgh, 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 |
|---|---|---|---|
| Laborers' Local No. 17 Pension Fund | Laborers' International Union Of N.A. Local No. 17 Pension Fund | $126,749,391 | 2023 |
| St. Luke'S Cornwall Hospital 403(B) Retirement Plan | St. Luke'S Cornwall Hospital | $99,357,184 | 2023 |
| Mount Saint Mary College Defined Contribution Plan | Mount Saint Mary College | $91,481,832 | 2023 |
| Laborers' Local No. 17 Annuity Fund | Laborers' International Union Of N.A. Local 17 Annuity Fund | $64,651,487 | 2023 |
| St. Lukes Cornwall Hospital Retirement Plan | St. Lukes Cornwall Hospital | $50,184,202 | 2023 |
| Pepsi-Cola Newburgh Bottling Co., Inc. 401(K) Profit Sharing Plan For Employees Of Pepsi-Cola Of The Hudson Valley And Pepsi-Cola Bris | Pepsi-Cola Newburgh Bottling Co., Inc. | $43,620,213 | 2023 |
| Finkelstein & Affiliated Entities 401(K) Plan | Finkelstein & Partners, Llp | $41,382,612 | 2023 |
| Laborers' Local No. 17 Health Benefit Fund | Laborers' International Union Of N.A Local 17 Health Benefit Fund | $23,964,630 | 2023 |
| Rbt Cpas Llp 401(K) Profit Sharing Plan And Trust | Rbt Cpas, Llp | $7,218,195 | 2023 |
| 403(B) Thrift Plan Of Hospice Of Orange & Sullivan Counties, Inc. | Hospice Of Orange & Sullivan Counties, Inc. | $5,152,644 | 2023 |
| Profex, Inc. 401(K) Plan | Profex, Inc. | $3,881,857 | 2023 |
| Prestige Petroleum Corp. 401(K) Profit Sharing Plan And Trust | Prestige Petroleum Corp | $3,674,787 | 2023 |
| Perreca Electric Company, Inc. 401(K) Profit Sharing Plan And Trust | Perreca Electric Company, Inc. | $3,552,472 | 2023 |
| Psh Corp. D/B/A John Herbert Company Profit Sharing Plan And Trust | Psh Corp. | $3,442,930 | 2023 |
| Independent Living, Inc. Retirement Plan & Trust | Independent Living, Inc. | $3,180,760 | 2023 |
| Empire State Bank 401(K) Plan | Empire State Bank | $3,117,803 | 2023 |
| Colandrea Buick-Gmc, Inc. Retirement Plan | Colandrea Buick-Gmc, Inc. | $2,769,897 | 2023 |
| John J. Lease, Jr. Money Purchase Pension Plan | John J. Lease, Jr. | $1,161,273 | 2023 |
| Bill Galati Pools, Inc. 401k Profit Sharing Plan And Trust | Bill Galati Pools, Inc. | $968,868 | 2023 |
| Robert R. Marchione, Cpa, Pc 401(K) Profit Sharing Plan | Robert Marchione, Cpa, Pc | $914,313 | 2023 |
| Cjm Enterprises Of Orange County, Inc. 401(K) Profit Sharing Plan And Trust | Cjm Enterprises Of Orange County, Inc. | $751,705 | 2023 |
| J. H. Floors, Inc. 401(K) Profit Sharing Plan And Trust | J H Floors, Inc. | $725,964 | 2023 |
| M.R. Evans Group Retirement Plan | M.R. Evans Group, Inc. | $648,523 | 2023 |
| D-Ben Security Systems, Inc. Profit Sharing Plan And Trust | D-Ben Security Systems, Inc. | $612,932 | 2023 |
| Robert R. Marchione, Cpa, Pc Cash Balance Plan | Robert R. Marchione, Cpa, Pc | $539,368 | 2023 |
Largest plans in Newburgh → · Newburgh plans by participants → · Newburgh plans with financial data → · Newburgh plans with provider compensation → · $1B+ plans in Newburgh →
Related Form 5500 pages
- All NY Form 5500 filings
- Laborers' Local No. 17 Pension Fund (plan 001)
- Laborers' International Union Of N.A. Local No. 17 Pension Fund — all reported plans
- St. Luke'S Cornwall Hospital 403(B) Retirement Plan (plan 002)
- St. Luke'S Cornwall Hospital — all reported plans
- Mount Saint Mary College Defined Contribution Plan (plan 001)
- Mount Saint Mary College — all reported plans
- Laborers' Local No. 17 Annuity Fund (plan 002)
- Laborers' International Union Of N.A. Local 17 Annuity Fund — all reported plans
- St. Lukes Cornwall Hospital Retirement Plan (plan 003)
- Pepsi-Cola Newburgh Bottling Co., Inc. 401(K) Profit Sharing Plan For Employees Of Pepsi-Cola Of The Hudson Valley And Pepsi-Cola Bris (plan 005)
- Pepsi-Cola Newburgh Bottling Co., Inc. — all reported plans
- Finkelstein & Affiliated Entities 401(K) Plan (plan 003)
- Finkelstein & Partners, Llp — all reported plans
- Laborers' Local No. 17 Health Benefit Fund (plan 501)
- Laborers' International Union Of N.A Local 17 Health Benefit Fund — all reported plans
- Rbt Cpas Llp 401(K) Profit Sharing Plan And Trust (plan 001)
- Rbt Cpas, Llp — all reported plans
- 403(B) Thrift Plan Of Hospice Of Orange & Sullivan Counties, Inc. (plan 003)
- Hospice Of Orange & Sullivan Counties, Inc. — all reported plans
- Profex, Inc. 401(K) Plan (plan 001)
- Profex, Inc. — all reported plans
- Prestige Petroleum Corp. 401(K) Profit Sharing Plan And Trust (plan 001)
- Prestige Petroleum Corp — all reported plans
- Perreca Electric Company, Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Perreca Electric Company, Inc. — all reported plans
- Psh Corp. D/B/A John Herbert Company Profit Sharing Plan And Trust (plan 001)
- Psh Corp. — all reported plans
- Independent Living, Inc. Retirement Plan & Trust (plan 001)
- Independent Living, Inc. — all reported plans
- Methodology
- Data sources