Plan5500

Bedford, 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, Bedford, NY has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $33,464,066 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
3
Latest filing year
2023

What stands out in Bedford

  • 3 loaded plans hold $33.5M in reported assets across 3 sponsors.
  • The largest, Rippowam Cisqua School 403(B) Plan, holds 99% of reported Bedford plan assets.
  • Plans cover 357 participants — about 119 per plan.
  • 100% 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$33.5MSummed across loaded plans$33,462,761
Total reported assets$33.5M$33,464,066
Total reported participants357
Total reported liabilities$1.3K$1,305

Reported net position

Reported assets = net assets + liabilities (summed)$33.5M total assets
Net assets$33.5MLiabilities$1.3K
Contributions & income
Employer contributions$419.2K
Participant contributions$681.7K
Total income / additions$5.3M
Expenses & distributions
Benefits paid / distributions$3.5M
Total expenses$3.5M
Net increase / (decrease)$1.8M

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation1 / 3 (33%)

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

Bedford market comparison

Largest plan share of assets99%Rippowam Cisqua School 403(B) Plan
Participants per plan119Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Bedford

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

  1. 1
    Rippowam Cisqua School 403(B) Plan$33.2M
    Rippowam Cisqua School · 2023
  2. 2
    Get Floored Incorporated 401(K) Profit Sharing Plan$191K
    Get Floored Incorporated · 2023
  3. 3
    Fairfield Therapeutic Massage Retirement Plan$50.1K
    Fairfield Therapeutic Massage, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages