Plan5500

Avon, 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, Avon, NY has 10 loaded benefit plan(s) reported by 8 plan sponsor(s), with $4,960,395 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
10
Plan sponsors
8
Latest filing year
2023

What stands out in Avon

  • 10 loaded plans hold $5M in reported assets across 8 sponsors.
  • The largest, Gray Metal Products Inc 401(K) Profit Sharing Plan & Trust, holds 65% of reported Avon plan assets.
  • Plans cover 834 participants — about 83 per plan.
  • 70% of loaded plans report full Schedule H/I financial statements.
  • 20% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.9MSummed across loaded plans$4,878,145
Total reported assets$5M$4,960,395
Total reported participants834
Total reported liabilities$82.3K$82,250

Reported net position

Reported assets = net assets + liabilities (summed)$5M total assets
Net assets$4.9MLiabilities$82.3K
Contributions & income
Employer contributions$135.1K
Participant contributions$471.4K
Total income / additions$2.1M
Expenses & distributions
Benefits paid / distributions$12.3M
Total expenses$12.4M
Net increase / (decrease)-$10.3M

Data coverage

Plans with financial statements7 / 10 (70%)
Plans with provider compensation2 / 10 (20%)

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

Avon market comparison

Largest plan share of assets65%Gray Metal Products Inc 401(K) Profit Sharing Plan & Trust
Participants per plan83Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Avon

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

  1. 1
    Gray Metal Products Inc 401(K) Profit Sharing Plan & Trust$3.2M
    Gray Metal Products Inc · 2023
  2. 2
    Upstate Electrical Technologies 401(K) Plan$892.6K
    Upstate Electrical Technologies Acquisition Corp · 2023
  3. 3
    B & B Precision Manufacturing, Inc. Employee Stock Ownership Plan$708.9K
    B & B Precision Manufacturing · 2023
  4. 4
    Casanova Craft, Ltd 401(K) Plan$80.4K
    Casanova Craft, Ltd · 2023
  5. 5
    J. O. Cook, Inc Employee Stock Ownership Plan$42.9K
    J. O. Cook, Inc · 2023
  6. 6
    Honeoye Falls Auto Supply, Inc. 401(K) Plan$5.5K
    Honeoye Falls Auto Supply, Inc. · 2023
  7. 7
    Star Headlight & Lantern Co., Inc. 401(K) Profit Sharing Plan$0
    Star Headlight & Lantern Co., Inc. · 2023
  8. 8
    Gray Metal Products, Inc. Employee Benefits Plannot reported in the loaded dataset
    Gray Metal Products, Inc. · 2023
  9. 9
    Star Headlight & Lantern Co. Life Insurance Plannot reported in the loaded dataset
    Star Headlight & Lantern Co., Inc. · 2023
  10. 10
    Dp Tool & Machine, Inc. Employee Benefits Plannot reported in the loaded dataset
    Dp Tool & Machine, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Avon, NY?
10 plan(s) reported by 8 sponsor(s) are loaded for Avon, NY.

Related Form 5500 pages