Owego, 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, Owego, NY has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $49,787,840 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 6
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $49,787,840
- Total reported liabilities (EOY)
- $9,665
- Total reported net assets (EOY)
- $49,778,175
Contributions & income
- Employer contributions
- $1,563,842
- Participant contributions
- $2,799,347
- Total income / additions
- $11,903,853
Expenses & distributions
- Benefits paid / distributions
- $6,240,585
- Total expenses
- $6,425,173
- Net increase / (decrease)
- $5,478,680
Coverage
- Total reported participants
- 1,213
- Plans with financial statements
- 5
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Owego, 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 |
|---|---|---|---|
| Wagner Hardwoods LLC 401(K) Retirement Plan | Wagner Hardwoods LLC | $21,228,477 | 2023 |
| Wagner Hardwoods LLC 401(K) Retirement Plan | Wagner Hardwoods LLC | $21,228,477 | 2023 |
| 403(B) Thrift Plan For Employees Of Tioga Opportunities, Inc. | Tioga Opportunities, Inc. | $4,858,858 | 2023 |
| Scott Smith & Son, Inc. Employees Profit Sharing 401(K) Plan And Trust | Scott Smith & Son, Inc. | $2,463,203 | 2023 |
| Scott Smith & Son Inc Group Dental Plan | Scott Smith & Son Inc | $8,825 | 2023 |
| Weitsman Recycling LLC Employee Benefits Plan | Weitsman Recycling LLC | not reported in the loaded dataset | 2023 |
Largest plans in Owego → · Owego plans by participants → · Owego plans with financial data → · Owego plans with provider compensation → · $1B+ plans in Owego →
Related Form 5500 pages
- All NY Form 5500 filings
- Wagner Hardwoods LLC 401(K) Retirement Plan (plan 002)
- Wagner Hardwoods LLC — all reported plans
- Wagner Hardwoods LLC 401(K) Retirement Plan (plan 002)
- Wagner Hardwoods LLC — all reported plans
- 403(B) Thrift Plan For Employees Of Tioga Opportunities, Inc. (plan 001)
- Tioga Opportunities, Inc. — all reported plans
- Scott Smith & Son, Inc. Employees Profit Sharing 401(K) Plan And Trust (plan 001)
- Scott Smith & Son, Inc. — all reported plans
- Scott Smith & Son Inc Group Dental Plan (plan 501)
- Weitsman Recycling LLC Employee Benefits Plan (plan 502)
- Weitsman Recycling LLC — all reported plans
- Methodology
- Data sources