Watertown, 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, Watertown, NY has 50 loaded benefit plan(s) reported by 29 plan sponsor(s), with $872,615,205 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 50
- Plan sponsors
- 29
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $872,615,205
- Total reported liabilities (EOY)
- $723,505
- Total reported net assets (EOY)
- $869,091,965
Contributions & income
- Employer contributions
- $34,837,983
- Participant contributions
- $23,406,210
- Total income / additions
- $175,511,188
Expenses & distributions
- Benefits paid / distributions
- $103,632,392
- Total expenses
- $112,726,633
- Net increase / (decrease)
- $62,784,555
Coverage
- Total reported participants
- 21,478
- Plans with financial statements
- 35
- Plans with provider compensation
- 24
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Watertown, 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 |
|---|---|---|---|
| Knorr Brake 401(K) Retirement And Savings Plan | Knorr-Bremse | $198,517,904 | 2023 |
| Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan | Samaritan Medical Center | $194,000,643 | 2023 |
| Retirement Plan For Registered Practical Nurses Of Samaritan Medical Centers & Samaritan Keep Nursing Home, Inc. | Samaritan Medical Center | $77,081,346 | 2023 |
| I.B.E.W. Local #910 Pension Fund | Trustees Of The I.B.E.W. Local 910 Pension Fund | $73,038,164 | 2023 |
| I.B.E.W. Local #910 Annuity Fund | Trustees Of The I.B.E.W. Local 910 Annuity Fund | $72,246,089 | 2023 |
| Car-Freshner Corporation 401(K) Savings And Profit Sharing Plan | Car-Freshner Corporation | $46,107,552 | 2023 |
| The Stebbins Engineering And Manufacturing Company Retirement Plan | The Stebbins Engineering And Manufacturing Company | $35,298,580 | 2023 |
| Watertown Savings Bank 401(K) Retirement Plan | Watertown Savings Bank | $27,325,931 | 2023 |
| Jefferson Rehabilitation Center, Inc. Retirement Income Plan | Jefferson Rehabilitation Center, Inc. | $21,797,393 | 2023 |
| Purcell Construction Corp. Employee Savings And Protection Plan | Purcell Construction Corp. | $17,178,330 | 2023 |
| Jefferson Anesthesiologist Ser 401(K) Profit Sharing Plan & Trust | Jefferson Anesthesiologist Ser | $11,683,550 | 2023 |
| Retirement Plan For Licensed Practical Nurses Of Samaritan Medical Center & Samaritan - Keep Nursing Home, Inc. | Samaritan Medical Center | $10,819,247 | 2023 |
| Bernier Carr And Associates 401(K) Plan | Bernier Carr And Associates | $10,374,809 | 2023 |
| I.B.E.W. Local #910 Health & Welfare Fund | Trustees Of The I.B.E.W. Local 910 Health & Welfare Fund | $9,607,567 | 2023 |
| Samaritan Medical Center/Samaritan Keep Home 403(B) Plan | Samaritan Medical Center | $9,254,584 | 2023 |
| The Stebbins Engineering And Mfg Co Profit-Sharing Plan | The Stebbins Engineering And Manufacturing Company | $8,191,661 | 2023 |
| North Country Family Health Center 403(B) Plan | North Country Family Health Center | $7,113,027 | 2023 |
| Knowlton Technologies, LLC Union Plan | Knowlton Technologies, LLC | $6,425,207 | 2023 |
| 403(B) Thrift Plan For Employees Of North Country Transitional Living Services, Inc. | North Country Transitional Liv | $5,156,625 | 2023 |
| North Country Insurance Company 401k Profit Sharing Plan | North Country Insurance Company | $3,633,984 | 2023 |
| Ppfa Retirement Plan | Planned Parenthood Of The North Country New York | $3,498,262 | 2023 |
| Credo Community Center For The Treatment Of Addictions Inc 401k Profit Sharing Plan | Credo Community Center For The Treatment Of Addictions Inc | $2,953,378 | 2023 |
| Section 401(K) Retirement Plan For Community Action Planning Council Of Jefferson Co., Inc. | Community Action Planning Council Of Jefferson County, Inc. | $2,823,432 | 2023 |
| Northern Radiology Associates Pc 401k Profit Sharing Plan | Northern Radiology Associates Pc | $2,799,735 | 2023 |
| Taylor Concrete Products Inc 401(K) Plan | Taylor Concrete Products Inc | $2,784,194 | 2023 |
Largest plans in Watertown → · Watertown plans by participants → · Watertown plans with financial data → · Watertown plans with provider compensation → · $1B+ plans in Watertown →
Related Form 5500 pages
- All NY Form 5500 filings
- Knorr Brake 401(K) Retirement And Savings Plan (plan 003)
- Knorr-Bremse — all reported plans
- Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan (plan 004)
- Samaritan Medical Center — all reported plans
- Retirement Plan For Registered Practical Nurses Of Samaritan Medical Centers & Samaritan Keep Nursing Home, Inc. (plan 003)
- I.B.E.W. Local #910 Pension Fund (plan 001)
- Trustees Of The I.B.E.W. Local 910 Pension Fund — all reported plans
- I.B.E.W. Local #910 Annuity Fund (plan 002)
- Trustees Of The I.B.E.W. Local 910 Annuity Fund — all reported plans
- Car-Freshner Corporation 401(K) Savings And Profit Sharing Plan (plan 002)
- Car-Freshner Corporation — all reported plans
- The Stebbins Engineering And Manufacturing Company Retirement Plan (plan 001)
- The Stebbins Engineering And Manufacturing Company — all reported plans
- Watertown Savings Bank 401(K) Retirement Plan (plan 003)
- Watertown Savings Bank — all reported plans
- Jefferson Rehabilitation Center, Inc. Retirement Income Plan (plan 001)
- Jefferson Rehabilitation Center, Inc. — all reported plans
- Purcell Construction Corp. Employee Savings And Protection Plan (plan 001)
- Purcell Construction Corp. — all reported plans
- Jefferson Anesthesiologist Ser 401(K) Profit Sharing Plan & Trust (plan 001)
- Jefferson Anesthesiologist Ser — all reported plans
- Retirement Plan For Licensed Practical Nurses Of Samaritan Medical Center & Samaritan - Keep Nursing Home, Inc. (plan 002)
- Bernier Carr And Associates 401(K) Plan (plan 001)
- Bernier Carr And Associates — all reported plans
- I.B.E.W. Local #910 Health & Welfare Fund (plan 501)
- Trustees Of The I.B.E.W. Local 910 Health & Welfare Fund — all reported plans
- Samaritan Medical Center/Samaritan Keep Home 403(B) Plan (plan 006)
- Methodology
- Data sources