Plan5500

Staatsburg, 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, Staatsburg, NY has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $52,092,727 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023

What stands out in Staatsburg

  • 3 loaded plans hold $52.1M in reported assets across 2 sponsors.
  • The largest, Anderson Center For Autism Retirement Plan, holds 98% of reported Staatsburg plan assets.
  • Plans cover 1,725 participants — about 575 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$52.1MSummed across loaded plans$52,091,426
Total reported assets$52.1M$52,092,727
Total reported participants1.7K1,725
Total reported liabilities$1.3K$1,301

Reported net position

Reported assets = net assets + liabilities (summed)$52.1M total assets
Net assets$52.1MLiabilities$1.3K
Contributions & income
Employer contributions$5.3M
Participant contributions$1.3M
Total income / additions$13.1M
Expenses & distributions
Benefits paid / distributions$2.9M
Total expenses$3M
Net increase / (decrease)$10.1M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Staatsburg, 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.

Computed from loaded plans

Staatsburg market comparison

Largest plan share of assets98%Anderson Center For Autism Retirement Plan
Participants per plan575Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Staatsburg

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Anderson Center For Autism Retirement Plan$50.9M
    Anderson Center For Autism · 2023
  2. 2
    Stat Construction 401(K) Profit Sharing Plan And Trust$1.2M
    W.D. Kuhn Enterprise, Inc. · 2023
  3. 3
    Anderson Center For Autism Welfare Benefit Plannot reported in the loaded dataset
    Anderson Center For Autism · 2023

Largest plans in Staatsburg → · Staatsburg plans by participants → · Staatsburg plans with financial data → · Staatsburg plans with provider compensation → · $1B+ plans in Staatsburg →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Staatsburg, NY?
3 plan(s) reported by 2 sponsor(s) are loaded for Staatsburg, NY.

Related Form 5500 pages