Oswego, 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, Oswego, NY has 23 loaded benefit plan(s) reported by 13 plan sponsor(s), with $199,472,034 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 23
- Plan sponsors
- 13
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $199,472,034
- Total reported liabilities (EOY)
- $235,932
- Total reported net assets (EOY)
- $195,680,708
Contributions & income
- Employer contributions
- $3,637,907
- Participant contributions
- $6,799,590
- Total income / additions
- $34,404,676
Expenses & distributions
- Benefits paid / distributions
- $22,177,405
- Total expenses
- $23,671,585
- Net increase / (decrease)
- $10,733,091
Coverage
- Total reported participants
- 6,373
- Plans with financial statements
- 15
- Plans with provider compensation
- 7
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Oswego, 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 |
|---|---|---|---|
| Oswego Health 403(B) Retirement Plan | Oswego Health | $67,840,186 | 2023 |
| The Oswego Hospital Retirement Plan | Oswego Hospital, Inc. | $39,048,682 | 2023 |
| Pathfinder Bank 401(K) Savings Plan | Pathfinder Bank | $20,377,965 | 2023 |
| The Retirement Plan Of Pathfinder Bank | Pathfinder Bank | $18,138,720 | 2023 |
| Retirement Plan For Employees Of Auxiliary Services, State University College At Oswego, Inc. | Auxiliary Services, State University College At Oswego, Inc. | $13,899,647 | 2023 |
| Eagle Beverage Company Employee Retirement Savings Plan | Oswego Beverage Company, LLC Dba Eagle Beverage Company | $11,382,189 | 2023 |
| Auxiliary Services Defined Contribution Retirement Plan | Auxiliary Services, State University College At Oswego, Inc. | $10,334,520 | 2023 |
| Pathfinder Bank Employee Stock Ownership Plan | Pathfinder Bank | $5,381,097 | 2023 |
| Section 403(B) Retirement Plan For Farnham, Inc. | Farnham, Inc. | $4,588,885 | 2023 |
| Special Programs, Inc. 401(K) Profit Sharing Plan | Special Programs, Inc. | $3,555,394 | 2023 |
| St. Luke Residential Health Care Facility, Inc. Retirement Plan | St. Luke Residential Health Care Facility, Inc. | $2,579,826 | 2023 |
| Ken'S Body Shop, Inc. 401(K) Plan | Ken'S Body Shop, Inc. | $969,608 | 2023 |
| Integrated Community Planning Of Oswego County 401(K) Plan | Integrated Community Planning Of Oswego County | $721,578 | 2023 |
| Carmen Bautista Dator Md Pc 401k Plan For Employees | Carmen Bautista Dator Md Pc | $653,737 | 2023 |
| T. J Burke Lumber Co 401k Profit Sharing | T. J Burke Lumber Co | $0 | 2023 |
| Pathfinder Bank Welfare Benefit Plan | Pathfinder Bank | not reported in the loaded dataset | 2023 |
| Health And Dental Benefits Plan Of Oswego Hospital | Oswego Hospital | not reported in the loaded dataset | 2023 |
| Flexible Spending Plan Of Oswego Hospital | Oswego Hospital | not reported in the loaded dataset | 2023 |
| Auxiliary Services, State University College At Oswego, Inc. Welfare Benefits Plan | Auxiliary Services, State University College At Oswego, Inc. | not reported in the loaded dataset | 2023 |
| St. Luke Residential Health Care Facility Welfare Benefit Plan | St. Luke Residential Health Care Facility, Inc. | not reported in the loaded dataset | 2023 |
| Rehab Resources For Physical Therapy, Pc Welfare Benefits Plan | Rehab Resources For Physical Therapy, Pc | not reported in the loaded dataset | 2023 |
| Special Programs, Inc. Welfare Benefit Plan | Special Programs, Inc. | not reported in the loaded dataset | 2023 |
| Elemental Management Group Health And Welfare Plan | Elemental Management Group | not reported in the loaded dataset | 2023 |
Largest plans in Oswego → · Oswego plans by participants → · Oswego plans with financial data → · Oswego plans with provider compensation → · $1B+ plans in Oswego →
Related Form 5500 pages
- All NY Form 5500 filings
- Oswego Health 403(B) Retirement Plan (plan 002)
- Oswego Health — all reported plans
- The Oswego Hospital Retirement Plan (plan 001)
- Pathfinder Bank 401(K) Savings Plan (plan 002)
- Pathfinder Bank — all reported plans
- The Retirement Plan Of Pathfinder Bank (plan 001)
- Retirement Plan For Employees Of Auxiliary Services, State University College At Oswego, Inc. (plan 001)
- Auxiliary Services, State University College At Oswego, Inc. — all reported plans
- Eagle Beverage Company Employee Retirement Savings Plan (plan 003)
- Oswego Beverage Company, LLC Dba Eagle Beverage Company — all reported plans
- Auxiliary Services Defined Contribution Retirement Plan (plan 002)
- Pathfinder Bank Employee Stock Ownership Plan (plan 003)
- Section 403(B) Retirement Plan For Farnham, Inc. (plan 002)
- Farnham, Inc. — all reported plans
- Special Programs, Inc. 401(K) Profit Sharing Plan (plan 001)
- Special Programs, Inc. — all reported plans
- St. Luke Residential Health Care Facility, Inc. Retirement Plan (plan 001)
- St. Luke Residential Health Care Facility, Inc. — all reported plans
- Ken'S Body Shop, Inc. 401(K) Plan (plan 002)
- Ken'S Body Shop, Inc. — all reported plans
- Integrated Community Planning Of Oswego County 401(K) Plan (plan 002)
- Integrated Community Planning Of Oswego County — all reported plans
- Carmen Bautista Dator Md Pc 401k Plan For Employees (plan 001)
- Carmen Bautista Dator Md Pc — all reported plans
- T. J Burke Lumber Co 401k Profit Sharing (plan 001)
- T. J Burke Lumber Co — all reported plans
- Methodology
- Data sources