Altamont, 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, Altamont, NY has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $27,177,476 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 Altamont

  • 3 loaded plans hold $27.2M in reported assets across 2 sponsors.
  • The largest, Rehabilitation Support Services, Inc 401(K) Plan, holds 100% of reported Altamont plan assets.
  • Plans cover 1,157 participants — about 386 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$27.2MSummed across loaded plans$27,177,476
Total reported assets$27.2M$27,177,476
Total reported participants1.2K1,157
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$27.2M total assets
Net assets$27.2MLiabilities$0
Contributions & income
Employer contributions$1.4M
Participant contributions$915.8K
Total income / additions$4.8M
Expenses & distributions
Benefits paid / distributions$2.5M
Total expenses$2.6M
Net increase / (decrease)$2.2M

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 Altamont, 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

Altamont market comparison

Largest plan share of assets100%Rehabilitation Support Services, Inc 401(K) Plan
Participants per plan386Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Altamont

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

  1. 1
    Rehabilitation Support Services, Inc. · 2023
  2. 2
    Jhstahl Holdings Inc · 2023
  3. 3
    Rehabilitation Support Services Inc · 2023

What to inspect next

Frequently asked questions

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

Related Form 5500 pages