Rome, 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, Rome, NY has 37 loaded benefit plan(s) reported by 20 plan sponsor(s), with $370,167,511 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 37
- Plan sponsors
- 20
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $370,167,511
- Total reported liabilities (EOY)
- $36,951
- Total reported net assets (EOY)
- $370,130,560
Contributions & income
- Employer contributions
- $13,728,561
- Participant contributions
- $20,227,508
- Total income / additions
- $88,793,134
Expenses & distributions
- Benefits paid / distributions
- $30,763,587
- Total expenses
- $31,545,872
- Net increase / (decrease)
- $57,247,262
Coverage
- Total reported participants
- 9,983
- Plans with financial statements
- 22
- Plans with provider compensation
- 13
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Rome, 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 |
|---|---|---|---|
| New York State Technology Enterprise Corporation 403b Retirement Plan | New York State Technology Enterprise Corporation | $58,076,122 | 2023 |
| 401(K) Plan For Employees Of Revere Copper Products, Inc. | Revere Copper Products, Inc. | $46,956,037 | 2023 |
| Assured Information Security, Inc. Employees 401(K) Plan | Assured Information Security, Inc. | $45,778,727 | 2023 |
| Retirement Plan Of Rome Memorial Hospital, Inc. | Rome Memorial Hospital, Inc. | $44,487,263 | 2023 |
| Americu Employee Retirement Plan | Americu Credit Union | $34,097,673 | 2023 |
| D'Arcangelo & Co., Llp 401(K) Profit Sharing Plan | D'Arcangelo & Co., Llp | $28,033,358 | 2023 |
| Cathedral Corporation Retirement Savings Plan | Cathedral Corporation | $23,884,157 | 2023 |
| Kris-Tech Wire Co., Inc. 401(K) Plan | Kris-Tech Wire Co., Inc. | $21,319,300 | 2023 |
| Davidson Group, Inc. 401(K) Plan | Davidson Chevrolet, Inc. | $14,475,484 | 2023 |
| Deployed Resources LLC 401(K) Plan | Deployed Resources LLC | $12,175,342 | 2023 |
| Sovena Usa 401(K) & Profit Sharing Plan | Sovena Usa, Inc. | $11,754,128 | 2023 |
| Varflex Corporation Profit Sharing Plan | Varflex Corporation | $10,510,091 | 2023 |
| Research Associates Of Syracuse, Inc. Employee Savings Plan And Trust | Research Associates Of Syracuse, Inc. | $4,884,278 | 2023 |
| M. A. Polce Consulting, Inc. Retirement Plan | M. A. Polce Consulting, Inc. | $4,743,801 | 2023 |
| Crm Rental Management, Inc. Profit Sharing And Employee Savings Plan | Crm Rental Management, Inc. | $3,460,444 | 2023 |
| Revere Copper Products, Inc. Employees' Stock Bonus Plan | Revere Copper Products, Inc. | $1,859,847 | 2023 |
| Richard J Mutty Md Pc Profit Sharing Plan | Richard J Mutty Md Pc | $1,363,452 | 2023 |
| Oneida County Orthodontics P.C. Cash Balance Plan | Oneida County Orthodontics P.C. | $1,028,114 | 2023 |
| Sexton Enterprises, Inc. 401k Profit Sharing Plan | Sexton Enterprises, Inc. | $493,692 | 2023 |
| Oneida County Orthodontics P.C. 401k Profit Sharing Plan | Oneida County Orthodontics P.C. | $464,359 | 2023 |
| The Korkie Company, Inc. Profit Sharing Plan | The Korkie Company, Inc. | $222,295 | 2023 |
| Ralph E. Tardugno D.D.S. Pension Plan H.R. 10 Employees | Ralph E. Tardugno D.D.S. | $99,547 | 2023 |
| Assured Information Security, Inc. Health And Welfare Benefit Plan | Assured Information Security, Inc. | not reported in the loaded dataset | 2023 |
| Assured Information Security, Inc. Severance Plan | Assured Information Security, Inc. | not reported in the loaded dataset | 2023 |
| Cathedral Corporation Health & Welfare Benefit Plan | Cathedral Corporation | not reported in the loaded dataset | 2023 |
Largest plans in Rome → · Rome plans by participants → · Rome plans with financial data → · Rome plans with provider compensation → · $1B+ plans in Rome →
Related Form 5500 pages
- All NY Form 5500 filings
- New York State Technology Enterprise Corporation 403b Retirement Plan (plan 001)
- New York State Technology Enterprise Corporation — all reported plans
- 401(K) Plan For Employees Of Revere Copper Products, Inc. (plan 007)
- Revere Copper Products, Inc. — all reported plans
- Assured Information Security, Inc. Employees 401(K) Plan (plan 001)
- Assured Information Security, Inc. — all reported plans
- Retirement Plan Of Rome Memorial Hospital, Inc. (plan 001)
- Rome Memorial Hospital, Inc. — all reported plans
- Americu Employee Retirement Plan (plan 001)
- Americu Credit Union — all reported plans
- D'Arcangelo & Co., Llp 401(K) Profit Sharing Plan (plan 002)
- D'Arcangelo & Co., Llp — all reported plans
- Cathedral Corporation Retirement Savings Plan (plan 005)
- Cathedral Corporation — all reported plans
- Kris-Tech Wire Co., Inc. 401(K) Plan (plan 001)
- Kris-Tech Wire Co., Inc. — all reported plans
- Davidson Group, Inc. 401(K) Plan (plan 002)
- Davidson Chevrolet, Inc. — all reported plans
- Deployed Resources LLC 401(K) Plan (plan 001)
- Deployed Resources LLC — all reported plans
- Sovena Usa 401(K) & Profit Sharing Plan (plan 001)
- Sovena Usa, Inc. — all reported plans
- Varflex Corporation Profit Sharing Plan (plan 001)
- Varflex Corporation — all reported plans
- Research Associates Of Syracuse, Inc. Employee Savings Plan And Trust (plan 001)
- Research Associates Of Syracuse, Inc. — all reported plans
- M. A. Polce Consulting, Inc. Retirement Plan (plan 001)
- M. A. Polce Consulting, Inc. — all reported plans
- Crm Rental Management, Inc. Profit Sharing And Employee Savings Plan (plan 001)
- Crm Rental Management, Inc. — all reported plans
- Methodology
- Data sources