Cazenovia, 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, Cazenovia, NY has 7 loaded benefit plan(s) reported by 5 plan sponsor(s), with $33,220,487 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 7
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $33,220,487
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $33,220,487
Contributions & income
- Employer contributions
- $1,152,559
- Participant contributions
- $2,897,813
- Total income / additions
- $16,047,984
Expenses & distributions
- Benefits paid / distributions
- $57,549,142
- Total expenses
- $57,740,176
- Net increase / (decrease)
- -$41,692,192
Coverage
- Total reported participants
- 1,828
- Plans with financial statements
- 4
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Cazenovia, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Marquardt Switches, Inc. 401(K) Profit Sharing Plan & Trust | Marquardt Switches, Inc. | $27,503,424 | 2023 |
| Cazenovia Equipment Co., Inc. 401(K) Plan | Cazenovia Equipment Co., Inc. | $4,526,784 | 2023 |
| Pdj, Inc. Profit Sharing Plan For Employees | P.D.J., Inc. | $1,053,033 | 2023 |
| Mna Equity Acquisitions Inc. 401(K) Plan | Mna Equity Acquisitions Inc. | $137,246 | 2023 |
| Cazenovia College 403(B) Retirement Plan | Cazenovia College | not reported in the loaded dataset | 2023 |
| Cazenovia Equipment Company Inc Welfare Benefit Plan | Cazenovia Equipment Company Inc | not reported in the loaded dataset | 2023 |
| Marquardt Switches, Inc. Health & Welfare Plan | Marquardt Switches, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Cazenovia → · Cazenovia plans by participants → · Cazenovia plans with financial data → · Cazenovia plans with provider compensation → · $1B+ plans in Cazenovia →
Related Form 5500 pages
- All NY Form 5500 filings
- Marquardt Switches, Inc. 401(K) Profit Sharing Plan & Trust (plan 001)
- Marquardt Switches, Inc. — all reported plans
- Cazenovia Equipment Co., Inc. 401(K) Plan (plan 001)
- Cazenovia Equipment Co., Inc. — all reported plans
- Pdj, Inc. Profit Sharing Plan For Employees (plan 001)
- P.D.J., Inc. — all reported plans
- Mna Equity Acquisitions Inc. 401(K) Plan (plan 001)
- Mna Equity Acquisitions Inc. — all reported plans
- Cazenovia College 403(B) Retirement Plan (plan 001)
- Cazenovia College — all reported plans
- Cazenovia Equipment Company Inc Welfare Benefit Plan (plan 501)
- Marquardt Switches, Inc. Health & Welfare Plan (plan 530)
- Methodology
- Data sources