Plan5500

Bergen, 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, Bergen, NY has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $86,915,350 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
2
Latest filing year
2023

What stands out in Bergen

  • 4 loaded plans hold $86.9M in reported assets across 2 sponsors.
  • The largest, Liberty Pumps Employee Stock Ownership Plan, holds 67% of reported Bergen plan assets.
  • Plans cover 1,086 participants — about 272 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$81.4MSummed across loaded plans$81,373,683
Total reported assets$86.9M$86,915,350
Total reported participants1.1K1,086
Total reported liabilities$5.5M$5,541,667

Reported net position

Reported assets = net assets + liabilities (summed)$86.9M total assets
Net assets$81.4MLiabilities$5.5M
Contributions & income
Employer contributions$2.8M
Participant contributions$1.9M
Total income / additions$18.6M
Expenses & distributions
Benefits paid / distributions$3.7M
Total expenses$3.9M
Net increase / (decrease)$14.7M

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation2 / 4 (50%)

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

Bergen market comparison

Largest plan share of assets67%Liberty Pumps Employee Stock Ownership Plan
Participants per plan272Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Bergen

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

  1. 1
    Liberty Pumps Employee Stock Ownership Plan$58.4M
    Liberty Pumps, Inc. · 2023
  2. 2
    Liberty Pumps Profit Sharing 401(K) Plan$28.5M
    Liberty Pumps · 2023
  3. 3
    Liberty Pumps Welfare Benefit Plannot reported in the loaded dataset
    Liberty Pumps, Inc. · 2023
  4. 4
    Triple O Mechanicalnot reported in the loaded dataset
    Triple-O Mechanical · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages