Oneonta, 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, Oneonta, NY has 12 loaded benefit plan(s) reported by 8 plan sponsor(s), with $208,562,665 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 12
- Plan sponsors
- 8
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $208,562,665
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $208,562,665
Contributions & income
- Employer contributions
- $4,635,216
- Participant contributions
- $5,928,106
- Total income / additions
- $39,665,746
Expenses & distributions
- Benefits paid / distributions
- $16,445,989
- Total expenses
- $16,745,969
- Net increase / (decrease)
- $22,919,777
Coverage
- Total reported participants
- 6,061
- Plans with financial statements
- 8
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Oneonta, 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 |
|---|---|---|---|
| Hartwick College 403(B) Retirement Plan | Hartwick College | $97,326,879 | 2023 |
| The Retirement Plan For Employees Of Aurelia Osborn Fox Memorial Hospital | Aurelia Osborn Fox Memorial Hospital | $56,176,401 | 2023 |
| Springbrook Employees 401(K) Plan | Springbrook Ny, Inc. | $39,214,177 | 2023 |
| Eastman Associates, Inc. 401(K) Plan | Eastman Associates, Inc | $5,324,525 | 2023 |
| Brooks' Bar-B-Que 401(K) Plan | Brooks' Bar B-Que, Inc. | $3,857,038 | 2023 |
| At Home Care 403(B) Plan | At Home Care, Inc. | $3,740,631 | 2023 |
| Pension Plan Of Aurelia Osborn Fox Memorial Hospital | Aurelia Osborn Fox Memorial Hospital | $2,818,025 | 2023 |
| Walnut Street Group Retirement Plan | Walnut Street Group Inc | $104,989 | 2023 |
| Hartwick College Welfare Plan | Hartwick College | not reported in the loaded dataset | 2023 |
| Springbrook Ny, Inc. Section 125 | Springbrook Ny, Inc. | not reported in the loaded dataset | 2023 |
| Springbrook Ny, Inc. Welfare Benefits Plan | Springbrook Ny, Inc. | not reported in the loaded dataset | 2023 |
| The Arc Otsego Health And Welfare Wrap Benefit Plan | Otsego County Chapter Nysarc, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Oneonta → · Oneonta plans by participants → · Oneonta plans with financial data → · Oneonta plans with provider compensation → · $1B+ plans in Oneonta →
Related Form 5500 pages
- All NY Form 5500 filings
- Hartwick College 403(B) Retirement Plan (plan 001)
- Hartwick College — all reported plans
- The Retirement Plan For Employees Of Aurelia Osborn Fox Memorial Hospital (plan 003)
- Aurelia Osborn Fox Memorial Hospital — all reported plans
- Springbrook Employees 401(K) Plan (plan 002)
- Springbrook Ny, Inc. — all reported plans
- Eastman Associates, Inc. 401(K) Plan (plan 001)
- Eastman Associates, Inc — all reported plans
- Brooks' Bar-B-Que 401(K) Plan (plan 001)
- Brooks' Bar B-Que, Inc. — all reported plans
- At Home Care 403(B) Plan (plan 001)
- At Home Care, Inc. — all reported plans
- Pension Plan Of Aurelia Osborn Fox Memorial Hospital (plan 002)
- Walnut Street Group Retirement Plan (plan 001)
- Walnut Street Group Inc — all reported plans
- Hartwick College Welfare Plan (plan 523)
- Springbrook Ny, Inc. Section 125 (plan 505)
- Springbrook Ny, Inc. Welfare Benefits Plan (plan 520)
- The Arc Otsego Health And Welfare Wrap Benefit Plan (plan 501)
- Otsego County Chapter Nysarc, Inc. — all reported plans
- Methodology
- Data sources