Bath, 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, Bath, NY has 7 loaded benefit plan(s) reported by 5 plan sponsor(s), with $18,981,425 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 7
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $18,981,425
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $18,981,425
Contributions & income
- Employer contributions
- $662,483
- Participant contributions
- $1,063,471
- Total income / additions
- $4,239,810
Expenses & distributions
- Benefits paid / distributions
- $1,471,698
- Total expenses
- $1,487,983
- Net increase / (decrease)
- $2,751,827
Coverage
- Total reported participants
- 1,637
- Plans with financial statements
- 3
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bath, 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 |
|---|---|---|---|
| Wilkins Recreational Vehicles, Inc. Profit Sharing Plan | Wilkins Recreational Vehicles, Inc. | $12,160,588 | 2023 |
| Pro Action Of Steuben & Yates, Inc. 403(B) Retirement Plan | Pro Action Of Steuben & Yates, Inc. | $6,726,833 | 2023 |
| Mh Sweet Enterprises, Inc. 401(K) Plan | Mh Sweet Enterprises, Inc. | $94,004 | 2023 |
| Proaction Of Steuben And Yates, Inc Health & Welfare Benefits Plan | Proaction Of Steuben And Yates, Inc | not reported in the loaded dataset | 2023 |
| Wilkins Recreational Vehicles, Inc. Welfare Benefit Plan | Wilkins Recreational Vehicles, Inc. | not reported in the loaded dataset | 2023 |
| Nysarc, Inc. Allegany Steuben Counties Dba The Arc Allegany-Steuben Welfare Benefits Plan | Nysarc, Inc. Allegany Steuben Counties | not reported in the loaded dataset | 2023 |
| Don Simmons Benefit Conversion Plan | Don Simmons Inc | not reported in the loaded dataset | 2023 |
Largest plans in Bath → · Bath plans by participants → · Bath plans with financial data → · Bath plans with provider compensation → · $1B+ plans in Bath →
Related Form 5500 pages
- All NY Form 5500 filings
- Wilkins Recreational Vehicles, Inc. Profit Sharing Plan (plan 001)
- Wilkins Recreational Vehicles, Inc. — all reported plans
- Pro Action Of Steuben & Yates, Inc. 403(B) Retirement Plan (plan 001)
- Pro Action Of Steuben & Yates, Inc. — all reported plans
- Mh Sweet Enterprises, Inc. 401(K) Plan (plan 001)
- Mh Sweet Enterprises, Inc. — all reported plans
- Proaction Of Steuben And Yates, Inc Health & Welfare Benefits Plan (plan 520)
- Wilkins Recreational Vehicles, Inc. Welfare Benefit Plan (plan 501)
- Nysarc, Inc. Allegany Steuben Counties Dba The Arc Allegany-Steuben Welfare Benefits Plan (plan 520)
- Nysarc, Inc. Allegany Steuben Counties — all reported plans
- Don Simmons Benefit Conversion Plan (plan 501)
- Don Simmons Inc — all reported plans
- Methodology
- Data sources