Plan5500

Canandaigua, 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, Canandaigua, NY has 15 loaded benefit plan(s) reported by 9 plan sponsor(s), with $160,262,096 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
15
Plan sponsors
9
Latest filing year
2023

What stands out in Canandaigua

  • 15 loaded plans hold $160.3M in reported assets across 9 sponsors.
  • The largest, Thompson Health 403(B) Plan, holds 69% of reported Canandaigua plan assets.
  • Plans cover 7,802 participants — about 520 per plan.
  • 53% of loaded plans report full Schedule H/I financial statements.
  • 13% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$160.3MSummed across loaded plans$160,262,096
Total reported assets$160.3M$160,262,096
Total reported participants7.8K7,802
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$160.3M total assets
Net assets$160.3MLiabilities$0
Contributions & income
Employer contributions$4M
Participant contributions$6.8M
Total income / additions$31.5M
Expenses & distributions
Benefits paid / distributions$8.9M
Total expenses$9.2M
Net increase / (decrease)$22.3M

Data coverage

Plans with financial statements8 / 15 (53%)
Plans with provider compensation2 / 15 (13%)

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

Canandaigua market comparison

Largest plan share of assets69%Thompson Health 403(B) Plan
Participants per plan520Average across loaded plans
Plan sponsors9
Ranked by reported assets

Largest loaded plans in Canandaigua

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

  1. 1
    Thompson Health 403(B) Plan$111M
    Ff Thompson Health Systems Inc · 2023
  2. 2
    Thompson Health Pension Plan$33.8M
    Thompson Health · 2023
  3. 3
    Canandaigua National Bank & Trust Company Employee Stock Ownership Plan$8.8M
    Canandaigua National Bank And Trust Company · 2023
  4. 4
    Vortex Consulting Inc 401(K) Profit Sharing Plan & Trust$3.8M
    Vortex Software Consulting LLC · 2023
  5. 5
    Proco Studios Retirement Plan$1.9M
    Proco Studios, Inc. · 2023
  6. 6
    Whitehouse Farms Inc. 401(K) Plan$591.2K
    Whitehouse Farms Inc. · 2023
  7. 7
    Rjo Boot Company, Inc. 401(K) Plan$473.6K
    Rjo Boot Company, Inc. · 2023
  8. 8
    Ontario County Chamber Of Commerce 401(K) Plan$19.6K
    Ontario County Chamber Of Commerce · 2023
  9. 9
    The Canandaigua National Bank And Trust Company Flex Benefit Plannot reported in the loaded dataset
    The Canandaigua National Bank And Trust Company · 2023
  10. 10
    The Canandaigua National Bank And Trust Company Health Care Plannot reported in the loaded dataset
    The Canandaigua National Bank And Trust Company · 2023
  11. 11
    The Canandaigua National Bank And Trust Company Life Insurance Plannot reported in the loaded dataset
    The Canandaigua National Bank And Trust Company · 2023
  12. 12
    Canandaigua National Bank And Trust Company Long Term Disability Insurance Plannot reported in the loaded dataset
    The Canandaigua National Bank And Trust Company · 2023
  13. 13
    Ontario Arc Welfare Benefits Plannot reported in the loaded dataset
    Ontario Arc · 2023
  14. 14
    Ontario Arc'S Flexible Benefits Plannot reported in the loaded dataset
    Ontario Arc · 2023
  15. 15
    F.F. Thompson Health System, Inc. Flexible Spending Accountnot reported in the loaded dataset
    F.F. Thompson Health System, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Canandaigua, NY?
15 plan(s) reported by 9 sponsor(s) are loaded for Canandaigua, NY.

Related Form 5500 pages