West Henrietta, 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, West Henrietta, NY has 12 loaded benefit plan(s) reported by 8 plan sponsor(s), with $526,339,618 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 12
- Plan sponsors
- 8
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $526,339,618
- Total reported liabilities (EOY)
- $71,948,348
- Total reported net assets (EOY)
- $454,391,270
Contributions & income
- Employer contributions
- $6,628,298
- Participant contributions
- $13,342,654
- Total income / additions
- $60,087,667
Expenses & distributions
- Benefits paid / distributions
- $34,678,434
- Total expenses
- $36,982,918
- Net increase / (decrease)
- $23,104,749
Coverage
- Total reported participants
- 17,803
- Plans with financial statements
- 6
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for West Henrietta, 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 |
|---|---|---|---|
| North Coast Holdings Employee Stock Ownership Plan | Lewis Tree Service, Inc. | $406,002,646 | 2023 |
| The Lewis Tree Service Save Money And Reduce Taxes (Smart) Plan | Lewis Tree Service, Inc. | $60,587,246 | 2023 |
| Safran Trusted 4d, Inc. 401(K) Retirement Plan | Safran Trusted 4d, Inc. | $27,146,428 | 2023 |
| Hammer Packaging Corp. Retirement Savings Plan For Union Employees A Multi-Color Corporation Company | Hammer Packaging Corp. | $14,467,132 | 2023 |
| Pharos Systems International, Inc. 401(K) Savings Plan | Pharos Systems International, Inc. | $11,583,660 | 2023 |
| Dss Administrative Group, Inc. 401(K) Plan | Dss Administrative Group, Inc. | $6,552,506 | 2023 |
| Health And Welfare Plan For The Employees Of Vuzix | Vuzix Corporation | not reported in the loaded dataset | 2023 |
| Rochester Precision Optics, LLC Employee Benefits Plan | Rochester Precision Optics, LLC | not reported in the loaded dataset | 2023 |
| Career Systems Development Corp Employee Benefits Plan | Career Systems Development Corporation | not reported in the loaded dataset | 2023 |
| Health And Welfare Plan For The Companies Of Hammer Packaging Corporation | Hammer Packaging Corporation | not reported in the loaded dataset | 2023 |
| Group Welfare Benefits Plan For Employees Of Lewis Tree Service, Inc. | Lewis Tree Service, Inc. | not reported in the loaded dataset | 2023 |
| Orolia Usa Inc Wrap Benefit Plan | Safran Trusted 4d Inc. | not reported in the loaded dataset | 2023 |
Largest plans in West Henrietta → · West Henrietta plans by participants → · West Henrietta plans with financial data → · West Henrietta plans with provider compensation → · $1B+ plans in West Henrietta →
Related Form 5500 pages
- All NY Form 5500 filings
- North Coast Holdings Employee Stock Ownership Plan (plan 004)
- Lewis Tree Service, Inc. — all reported plans
- The Lewis Tree Service Save Money And Reduce Taxes (Smart) Plan (plan 002)
- Safran Trusted 4d, Inc. 401(K) Retirement Plan (plan 001)
- Safran Trusted 4d, Inc. — all reported plans
- Hammer Packaging Corp. Retirement Savings Plan For Union Employees A Multi-Color Corporation Company (plan 003)
- Hammer Packaging Corp. — all reported plans
- Pharos Systems International, Inc. 401(K) Savings Plan (plan 001)
- Pharos Systems International, Inc. — all reported plans
- Dss Administrative Group, Inc. 401(K) Plan (plan 002)
- Dss Administrative Group, Inc. — all reported plans
- Health And Welfare Plan For The Employees Of Vuzix (plan 501)
- Vuzix Corporation — all reported plans
- Rochester Precision Optics, LLC Employee Benefits Plan (plan 501)
- Rochester Precision Optics, LLC — all reported plans
- Career Systems Development Corp Employee Benefits Plan (plan 501)
- Career Systems Development Corporation — all reported plans
- Health And Welfare Plan For The Companies Of Hammer Packaging Corporation (plan 501)
- Group Welfare Benefits Plan For Employees Of Lewis Tree Service, Inc. (plan 503)
- Orolia Usa Inc Wrap Benefit Plan (plan 501)
- Methodology
- Data sources