Plan5500

Chaffee, 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, Chaffee, NY has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $5,657,993 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
2
Latest filing year
2023

What stands out in Chaffee

  • 3 loaded plans hold $5.7M in reported assets across 2 sponsors.
  • The largest, Diamond Saw Works, Inc. Profit Sharing & Retirement Plan, holds 77% of reported Chaffee plan assets.
  • Plans cover 98 participants — about 33 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$5.7MSummed across loaded plans$5,657,993
Total reported assets$5.7M$5,657,993
Total reported participants98
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5.7M total assets
Net assets$5.7MLiabilities$0
Contributions & income
Employer contributions$17.2K
Participant contributions$133.8K
Total income / additions$546.4K
Expenses & distributions
Benefits paid / distributions$1.4M
Total expenses$1.4M
Net increase / (decrease)-$890.9K

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

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

Chaffee market comparison

Largest plan share of assets77%Diamond Saw Works, Inc. Profit Sharing & Retirement Plan
Participants per plan33Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Chaffee

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

  1. 1
    Diamond Saw Works, Inc. Profit Sharing & Retirement Plan$4.3M
    Diamond Saw Works, Inc. · 2023
  2. 2
    Diamond Saw Works, Inc. Employee Stock Ownership Plan$1.3M
    Diamond Saw Works, Inc. · 2023
  3. 3
    Tjcjm Inc. 401(K) Plan$0
    Tjcjm Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages