Plan5500

Chester, 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, Chester, NY has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $21,868,402 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
4
Latest filing year
2023

What stands out in Chester

  • 6 loaded plans hold $21.9M in reported assets across 4 sponsors.
  • The largest, L.P. Transportation, Inc. 401k Profit Sharing Plan And Trust, holds 44% of reported Chester plan assets.
  • Plans cover 269 participants — about 45 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$18MSummed across loaded plans$17,988,275
Total reported assets$21.9M$21,868,402
Total reported participants269
Total reported liabilities$3.9M$3,880,127

Reported net position

Reported assets = net assets + liabilities (summed)$21.9M total assets
Net assets$18MLiabilities$3.9M
Contributions & income
Employer contributions$1.3M
Participant contributions$585.4K
Total income / additions$1.6M
Expenses & distributions
Benefits paid / distributions$50.7K
Total expenses$180.2K
Net increase / (decrease)$1.4M

Data coverage

Plans with financial statements6 / 6 (100%)
Plans with provider compensation0 / 6 ()

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

Chester market comparison

Largest plan share of assets44%L.P. Transportation, Inc. 401k Profit Sharing Plan And Trust
Participants per plan45Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Chester

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

  1. 1
    L.P. Transportation, Inc. 401k Profit Sharing Plan And Trust$9.5M
    L.P. Transportation, Inc. · 2023
  2. 2
    Lp Transportation, Inc. Money Purchase Pension Plan For Non Union Employees$8.1M
    L.P. Transportation, Inc. · 2023
  3. 3
    Best Mexican Foods, Inc. Employee Stock Ownership Plan$2.8M
    Best Mexican Foods, Inc. · 2023
  4. 4
    Bk Tile & Stone, Inc. 401(K) Profit Sharing Plan And Trust$638.8K
    Bk Tile & Stone, Inc. · 2023
  5. 5
    L.P. Transportation, Inc. 401(K) Ue Retirement Plan$494.9K
    L.P. Transportation, Inc. · 2023
  6. 6
    Ralph K Neuhaus D D S P C 401(K) Profit Sharing Plan & Trust$341.1K
    Ralph K Neuhaus D D S P C · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Chester, NY?
6 plan(s) reported by 4 sponsor(s) are loaded for Chester, NY.

Related Form 5500 pages