Plan5500

Berkshire, 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, Berkshire, NY has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $1,319,549 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Berkshire

  • 2 loaded plans hold $1.3M in reported assets across 2 sponsors.
  • The largest, Labrador Lumber 401k, holds 88% of reported Berkshire plan assets.
  • Plans cover 37 participants — about 19 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$362.6KSummed across loaded plans$362,593
Total reported assets$1.3M$1,319,549
Total reported participants37
Total reported liabilities$957K$956,956

Reported net position

Reported assets = net assets + liabilities (summed)$1.3M total assets
Net assets$362.6KLiabilities$957K
Contributions & income
Employer contributions$40.9K
Participant contributions$0
Total income / additions$730.2K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$33.1K
Net increase / (decrease)$697.1K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Berkshire market comparison

Largest plan share of assets88%Labrador Lumber 401k
Participants per plan19Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Berkshire

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

  1. 1
    Labrador Lumber 401k$1.2M
    Labrador Lumber Company Inc. · 2023
  2. 2
    Tioga Hardwoods, Inc Employee Stock Ownership Plan$160K
    Tioga Hardwoods, Inc · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages