Orchard Park, 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, Orchard Park, NY has 44 loaded benefit plan(s) reported by 27 plan sponsor(s), with $915,741,475 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
44
Plan sponsors
27
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$915,741,475
Total reported liabilities (EOY)
$1,391,988
Total reported net assets (EOY)
$914,349,487

Contributions & income

Employer contributions
$48,976,669
Participant contributions
$22,426,954
Total income / additions
$189,155,636

Expenses & distributions

Benefits paid / distributions
$91,563,530
Total expenses
$96,066,933
Net increase / (decrease)
$93,088,703

Coverage

Total reported participants
29,271
Plans with financial statements
25
Plans with provider compensation
19

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

Largest loaded plans in Orchard Park, NY
PlanSponsorReported assets (EOY)Year
Local No. 41 Ibew Pension PlanTrustees Of Local No. 41 Pension Plan$262,525,1702023
Local Union No. 41 Ibew Annuity FundTrustees Of Local No. 41 Ibew Annuity$120,604,6282023
Bryant & Stratton 401(K) Savings PlanBryant & Stratton College, Inc.$78,584,3052023
The National Football League Capital Accumulation PlanBuffalo Bills, LLC$75,586,0752023
Curbell, Inc. 401(K) PlanCurbell, Inc$69,874,7392023
L . D. Mccauley/Mcgard Retirement PlanMcgard LLC$53,321,3652023
Local No. 41 Ibew Health FundTrustees Of Local No 41 Ibew Health Fund$49,137,1502023
The Mentholatum Company 401(K) Savings And Profit Sharing PlanThe Mentholatum Company$38,952,9482023
The Mentholatum Company Pension Plan For Employees Employed In The United States Of AmericaThe Mentholatum Company$31,267,8392023
F.G. Downing Development, Inc. 401(K) PlanF.G. Downing Development, Inc.$29,503,6632023
National Air Cargo 401(K) PlanNational Air Cargo, Inc.$24,096,9282023
Aurora Salary Deferred Savings PlanAurora Cares, LLC Dba Tara Cares$18,381,0672023
Spectrum Health And Human Services Retirement PlanMental Health Services Of Erie County South East Corporation V Dba Spe$13,530,2142023
Taylor Metalworks, Inc. TrustTaylor Metalworks, Inc.$12,555,1512023
Hesse Industrial Sales, Inc. Profit Sharing 401(K) PlanHesse Industrial Sales, Inc.$10,327,3632023
Boston Valley Pottery 401(K) PlanBoston Valley Terra Cotta, LLC$7,861,9182023
B.J. Muirhead 401(K) Profit Sharing PlanB.J. Muirhead Company Inc.$7,222,7972023
Diversified Control, Inc. 401(K) PlanDiversified Control, Inc.$6,049,4782023
National Property Management Associates Inc. 401(K) Profit Sharing Plan And TrustNational Property Management Associates, Inc.$3,929,0642023
Alison S. Zuccala, Dds 401(K) PlanAlison S. Zuccala, Dds$1,331,9262023
Frozen Endeavors, Inc. 401(K) Profit Sharing PlanFrozen Endeavors, Inc.$481,3232023
Bn Systems, Inc. 401(K) PlanBn Systems, Inc.$265,5682023
Cannon Holdings, Inc. Profit Sharing PlanCannon Holdings, Inc.$234,8392023
Steven B. Gutsin, D.P.M. Retirement PlanSteven B. Gutsin, D.P.M., P.C.$115,9572023
Buffalo Anesthesia Associates, P.C. Pension Trust PlanBuffalo Anesthesia Associates, P.C.$02023

Related Form 5500 pages