Batavia, 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, Batavia, NY has 12 loaded benefit plan(s) reported by 6 plan sponsor(s), with $162,945,868 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
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $162,945,868
- Total reported liabilities (EOY)
- $4,536,335
- Total reported net assets (EOY)
- $158,409,533
Contributions & income
- Employer contributions
- $5,820,813
- Participant contributions
- $5,395,269
- Total income / additions
- $34,385,107
Expenses & distributions
- Benefits paid / distributions
- $11,255,820
- Total expenses
- $12,160,243
- Net increase / (decrease)
- $22,224,864
Coverage
- Total reported participants
- 3,294
- Plans with financial statements
- 6
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Batavia, 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 |
|---|---|---|---|
| Graham Corporation Incentive Savings Plan | Graham Corporation | $85,642,632 | 2023 |
| Retirement Income Plan Of Graham Corporation | Graham Corporation | $33,220,889 | 2023 |
| Pension Plan For Employees Of United Memorial Medical Center | United Memorial Medical Center | $17,783,612 | 2023 |
| Chapin International Inc. 401(K) Plan | Chapin International Inc. | $17,613,323 | 2023 |
| Manning, Squires, Hennig Co., Inc. Employee Stock Ownership Plan | Manning, Squires, Hennig Co., Inc. | $4,369,996 | 2023 |
| Chapin International Inc. Union 401(K) Profit Sharing Plan | Chapin International Inc. | $4,315,416 | 2023 |
| Genesee Council On Alcoholism And Substance Abuse, Inc. | Genesee Council On Alcoholism And Substance Abuse, Inc. | not reported in the loaded dataset | 2023 |
| Genesee Council On Alcoholism And Substance Abuse, Inc. | Genesee Council On Alcoholism And Substance Abuse, Inc. | not reported in the loaded dataset | 2023 |
| Graham Corporation Employee Benefits Plan | Graham Corporation | not reported in the loaded dataset | 2023 |
| Chapin International, Inc. Health Insurance Plan | Chapin International, Inc | not reported in the loaded dataset | 2023 |
| Chapin International, Inc. Group Dental Plan | Chapin International, Inc. | not reported in the loaded dataset | 2023 |
| Genesee Center Operating | Genesee Center Operating D | not reported in the loaded dataset | 2023 |
Largest plans in Batavia → · Batavia plans by participants → · Batavia plans with financial data → · Batavia plans with provider compensation → · $1B+ plans in Batavia →
Related Form 5500 pages
- All NY Form 5500 filings
- Graham Corporation Incentive Savings Plan (plan 002)
- Graham Corporation — all reported plans
- Retirement Income Plan Of Graham Corporation (plan 001)
- Pension Plan For Employees Of United Memorial Medical Center (plan 001)
- United Memorial Medical Center — all reported plans
- Chapin International Inc. 401(K) Plan (plan 001)
- Chapin International Inc. — all reported plans
- Manning, Squires, Hennig Co., Inc. Employee Stock Ownership Plan (plan 002)
- Manning, Squires, Hennig Co., Inc. — all reported plans
- Chapin International Inc. Union 401(K) Profit Sharing Plan (plan 002)
- Genesee Council On Alcoholism And Substance Abuse, Inc. (plan 501)
- Genesee Council On Alcoholism And Substance Abuse, Inc. — all reported plans
- Genesee Council On Alcoholism And Substance Abuse, Inc. (plan 511)
- Graham Corporation Employee Benefits Plan (plan 501)
- Chapin International, Inc. Health Insurance Plan (plan 501)
- Chapin International, Inc. Group Dental Plan (plan 502)
- Genesee Center Operating (plan 502)
- Genesee Center Operating D — all reported plans
- Methodology
- Data sources