Plan5500

Brockport, 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, Brockport, NY has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $4,511,838 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 Brockport

  • 3 loaded plans hold $4.5M in reported assets across 3 sponsors.
  • The largest, Oak Orchard Health 403(B) Plan, holds 91% of reported Brockport plan assets.
  • Plans cover 645 participants — about 215 per plan.
  • 67% 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$4.5MSummed across loaded plans$4,511,838
Total reported assets$4.5M$4,511,838
Total reported participants645
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.5M total assets
Net assets$4.5MLiabilities$0
Contributions & income
Employer contributions$301.5K
Participant contributions$683.2K
Total income / additions$1.6M
Expenses & distributions
Benefits paid / distributions$444.6K
Total expenses$480.2K
Net increase / (decrease)$1.1M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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

Brockport market comparison

Largest plan share of assets91%Oak Orchard Health 403(B) Plan
Participants per plan215Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Brockport

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

  1. 1
    Oak Orchard Health 403(B) Plan$4.1M
    Oak Orchard Community Health Center, Inc. · 2023
  2. 2
    Hugelmaier Recreational Properties Inc 401k Profit Sharing Plan$387.1K
    Hugelmaier Recreational Properties Inc · 2023
  3. 3
    Health And Welfare Plan For Employees Of Oak Orchard Community Health Centernot reported in the loaded dataset
    Oak Orchard Community Health Center · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages