Plan5500

Albany, 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, Albany, NY has 215 loaded benefit plan(s) reported by 127 plan sponsor(s), with $12,282,515,239 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
215
Plan sponsors
127
Latest filing year
2023

What stands out in Albany

  • 215 loaded plans hold $12.3B in reported assets across 127 sponsors.
  • The largest, New York State Nurses Association Pension Plan, holds 44% of reported Albany plan assets.
  • Plans cover 428,104 participants — about 1,991 per plan.
  • 60% of loaded plans report full Schedule H/I financial statements.
  • 44% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12.2BSummed across loaded plans$12,175,380,066
Total reported assets$12.3B$12,282,515,239
Total reported participants428.1K428,104
Total reported liabilities$107.1M$107,135,173

Reported net position

Reported assets = net assets + liabilities (summed)$12.3B total assets
Net assets$12.2BLiabilities$107.1M
Contributions & income
Employer contributions$864M
Participant contributions$191.6M
Total income / additions$2.5B
Expenses & distributions
Benefits paid / distributions$1.3B
Total expenses$1.4B
Net increase / (decrease)$1.1B

Data coverage

Plans with financial statements129 / 215 (60%)
Plans with provider compensation94 / 215 (44%)

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

Albany market comparison

Largest plan share of assets44%New York State Nurses Association Pension Plan
Participants per plan1,991Average across loaded plans
Plan sponsors127
Ranked by reported assets

Largest loaded plans in Albany

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

  1. 1
    New York State Nurses Association Pension Plan$5.5B
    Board Of Trustees-New York State Nurses Association Pension Plan · 2023
  2. 2
    The Research Foundation For Suny Retirement Plan$1.2B
    The Research Foundation For Suny · 2023
  3. 3
    The Research Foundation For Suny Optional Retirement Plan$960.5M
    The Research Foundation For Suny · 2023
  4. 4
    Albany Medical Center 403 (B) Plan$525.8M
    Albany Med Health System · 2023
  5. 5
    The Research Foundation For Suny Post Retirement Benefits Plan$307.2M
    The Research Foundation For Suny · 2023
  6. 6
    The Albany Medical Center Retirement Plan$287.1M
    Albany Med Health System · 2023
  7. 7
    Curia 401(K) Plan$264.1M
    Curia Global, Inc. · 2023
  8. 8
    Cha Consulting, Inc. Retirement Investment Plan$229.6M
    Cha Consulting Inc. · 2023
  9. 9
    Broadview Retirement Savings Plan$215.9M
    Broadview Federal Credit Union · 2023
  10. 10
    Civil Service Employees Association, Inc. Pension Plan$187.1M
    Civil Service Employees Association · 2023
  11. 11
    Mlmic Deferred Profit Sharing And 401(K) Plan$174.2M
    Mlmic Services, Inc. · 2023
  12. 12
    The College Of Saint Rose 403(B) Retirement Plan$129.3M
    The College Of Saint Rose · 2023
  13. 13
    Bricklayers & Allied Craftworkers, Loc 2, Albany Ny Pension Fund$126M
    Bot Bricklayers & Allied Craftworkers,L 2, Albany,Ny Pens Fd · 2023
  14. 14
    The New York State Nurses Association Employees' Pension Plan$99.3M
    New York State Nurses Association · 2023
  15. 15
    The 401(K) Retirement Plan For Employees Of The$94.5M
    Center For Disability Services · 2023
  16. 16
    Whiteman Osterman & Hanna Llp Profit Sharing And 401(K) Plan$94.1M
    Whiteman Osterman & Hanna Llp · 2023
  17. 17
    Employees' Profit Sharing Plan Of Anesthesia Group Of Albany, P. C.$91.4M
    Anesthesia Group Of Albany, P.C. · 2023
  18. 18
    Albany College Of Pharmacy And Health Sciences 403(B) Plan$90.1M
    Albany College Of Pharmacy And Health Sciences · 2023
  19. 19
    Albany Law School Retirement Plan$83.6M
    Albany Law School · 2023
  20. 20
    New York State Nurses Association Benefits Fund$79M
    Board Of Trustees New York State Nurses Association Benefits Fund · 2023
  21. 21
    Bbl Companies 401(K) Retirement Savings Plan And Trust$78M
    Bbl Construction Services, LLC · 2023
  22. 22
    Capital Cardiology Associates, Pc Profit Sharing 401(K) Plan$70.8M
    Capital Cardiology Associates, Pc · 2023
  23. 23
    Firstlight Fiber, Inc. 401k Plan$67.6M
    Firstlight Fiber, Inc. · 2023
  24. 24
    Orthopedicsny, Llp 401(K) Profit Sharing Plan$65.7M
    Orthopedicsny, Llp · 2023
  25. 25
    Capital Region Orthopaedic Associates, P.C. Profit Sharing Plan And Trust$59.9M
    Capital Region Orthopaedic Associates, P.C. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Albany, NY?
215 plan(s) reported by 127 sponsor(s) are loaded for Albany, NY.

Related Form 5500 pages