Utica, 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, Utica, NY has 76 loaded benefit plan(s) reported by 39 plan sponsor(s), with $922,704,032 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 76
- Plan sponsors
- 39
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $922,704,032
- Total reported liabilities (EOY)
- $14,995,199
- Total reported net assets (EOY)
- $1,009,282,204
Contributions & income
- Employer contributions
- $29,186,321
- Participant contributions
- $38,781,147
- Total income / additions
- $219,791,167
Expenses & distributions
- Benefits paid / distributions
- $99,483,398
- Total expenses
- $103,397,171
- Net increase / (decrease)
- $116,393,996
Coverage
- Total reported participants
- 37,637
- Plans with financial statements
- 43
- Plans with provider compensation
- 30
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Utica, 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 |
|---|---|---|---|
| Mvhs, Inc. 401(K) Plan | Faxton - St. Luke'S Healthcare | $204,242,546 | 2023 |
| Mvhs, Inc. 403(B) Retirement Plan | Faxton - St. Luke'S Healthcare | $185,920,839 | 2023 |
| Utica University Defined Contribution Retirement Plan | Utica University | $142,031,663 | 2023 |
| Upstate Caring Partners 403(B) Retirement Plan | Upstate Cerebral Palsy Dba Upstate Caring Partners | $59,218,178 | 2023 |
| Central New York Cardiology, P.C. 401(K) Savings Plan | Central New York Cardiology, P.C. | $25,734,004 | 2023 |
| Masonic Hall & Asylum Employees Retirement Fund | Trustees Of The Masonic Hall & Asylum Fund | $23,178,405 | 2023 |
| Ecr International, Inc. 401(K) And Profit Sharing Plan | Ecr International, Inc. | $22,992,383 | 2023 |
| Resource Center For Independent Living, Inc. Retirement Plan And Trust | Resource Center For Independent Living, Inc. | $20,389,165 | 2023 |
| Munson Williams Proctor Institute Defined Contribution Retirement Plan | Munson Williams Proctor Institute | $20,013,970 | 2023 |
| Ecr International, Inc. Defined Benefit Plan For Union Employees | Ecr International, Inc. | $18,076,151 | 2023 |
| Rising Phoenix Holdings Corporation 401(K) Retirement Savings Plan | Rising Phoenix Holdings Corporation | $16,774,844 | 2023 |
| Pacemaker Steel And Piping Company, Inc. Employees' Deferred Savings And Profit Sharing Plan | Pacemaker Steel And Piping Company, Inc. | $15,808,140 | 2023 |
| Lifeplan Cco 401(K) Retirement Plan | Lifeplan Cco Ny, LLC | $14,195,340 | 2023 |
| Adirondack Bank 401(K) Plan | Adirondack Bank | $13,585,459 | 2023 |
| Masonic Care Community Of Ny 403(B) Retirement Savings Plan | Masonic Care Community Of Ny | $13,320,636 | 2023 |
| The House Of The Good Shepherd 403(B) Thrift Plan | The House Of The Good Shepherd | $11,653,897 | 2023 |
| Human Technologies Corporation Retirement Plan | Human Technologies Corporation | $10,071,307 | 2023 |
| Trenton Technology 401(K) Plan | Trenton Technology, Inc. | $9,530,306 | 2023 |
| Black River Systems Company Employee Stock Ownership Plan | Black River Systems Company, Inc. | $8,307,757 | 2023 |
| Midway Industrial Supply Employee Savings And Retirement Plan | Midway Industrial Supply, Inc. | $8,239,114 | 2023 |
| 403(B) Thrift Plan Of Central Association For The Blind,Inc. | Central Association For The Blind, Inc. | $7,983,081 | 2023 |
| The Neighborhood Center, Inc. 401(K) Profit Sharing Plan | The Neighborhood Center, Inc. | $7,898,371 | 2023 |
| Mohawk Hospital Equipment, Inc. Employee Stock Ownership Plan | Mohawk Hospital Equipment, Inc. | $7,845,046 | 2023 |
| Integrated Community Alternatives Network, Inc. 401(K) Profit Sharing Plan & Trust | Integrated Community Alternatives Network, Inc. | $7,708,629 | 2023 |
| Empire Recycling Corporation Employee Savings Plan | Empire Recycling Corporation | $6,942,288 | 2023 |
Largest plans in Utica → · Utica plans by participants → · Utica plans with financial data → · Utica plans with provider compensation → · $1B+ plans in Utica →
Related Form 5500 pages
- All NY Form 5500 filings
- Mvhs, Inc. 401(K) Plan (plan 001)
- Faxton - St. Luke'S Healthcare — all reported plans
- Mvhs, Inc. 403(B) Retirement Plan (plan 002)
- Utica University Defined Contribution Retirement Plan (plan 001)
- Utica University — all reported plans
- Upstate Caring Partners 403(B) Retirement Plan (plan 001)
- Upstate Cerebral Palsy Dba Upstate Caring Partners — all reported plans
- Central New York Cardiology, P.C. 401(K) Savings Plan (plan 002)
- Central New York Cardiology, P.C. — all reported plans
- Masonic Hall & Asylum Employees Retirement Fund (plan 001)
- Trustees Of The Masonic Hall & Asylum Fund — all reported plans
- Ecr International, Inc. 401(K) And Profit Sharing Plan (plan 003)
- Ecr International, Inc. — all reported plans
- Resource Center For Independent Living, Inc. Retirement Plan And Trust (plan 001)
- Resource Center For Independent Living, Inc. — all reported plans
- Munson Williams Proctor Institute Defined Contribution Retirement Plan (plan 002)
- Munson Williams Proctor Institute — all reported plans
- Ecr International, Inc. Defined Benefit Plan For Union Employees (plan 002)
- Rising Phoenix Holdings Corporation 401(K) Retirement Savings Plan (plan 001)
- Rising Phoenix Holdings Corporation — all reported plans
- Pacemaker Steel And Piping Company, Inc. Employees' Deferred Savings And Profit Sharing Plan (plan 001)
- Pacemaker Steel And Piping Company, Inc. — all reported plans
- Lifeplan Cco 401(K) Retirement Plan (plan 001)
- Lifeplan Cco Ny, LLC — all reported plans
- Adirondack Bank 401(K) Plan (plan 002)
- Adirondack Bank — all reported plans
- Masonic Care Community Of Ny 403(B) Retirement Savings Plan (plan 002)
- Methodology
- Data sources