Plan5500

Clinton, 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, Clinton, NY has 10 loaded benefit plan(s) reported by 6 plan sponsor(s), with $453,105,004 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
10
Plan sponsors
6
Latest filing year
2023

What stands out in Clinton

  • 10 loaded plans hold $453.1M in reported assets across 6 sponsors.
  • The largest, Hamilton College 403(B) Retirement Plan, holds 73% of reported Clinton plan assets.
  • Plans cover 5,737 participants — about 574 per plan.
  • 60% of loaded plans report full Schedule H/I financial statements.
  • 40% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$453.1MSummed across loaded plans$453,105,004
Total reported assets$453.1M$453,105,004
Total reported participants5.7K5,737
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$453.1M total assets
Net assets$453.1MLiabilities$0
Contributions & income
Employer contributions$9.9M
Participant contributions$11.5M
Total income / additions$80.1M
Expenses & distributions
Benefits paid / distributions$24.8M
Total expenses$25.3M
Net increase / (decrease)$54.8M

Data coverage

Plans with financial statements6 / 10 (60%)
Plans with provider compensation4 / 10 (40%)

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

Clinton market comparison

Largest plan share of assets73%Hamilton College 403(B) Retirement Plan
Participants per plan574Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Clinton

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

  1. 1
    Hamilton College 403(B) Retirement Plan$329.5M
    Hamilton College · 2023
  2. 2
    Indium Corporation Of America Employees' Profit Sharing And 401(K) Plan$96M
    The Indium Corporation Of America · 2023
  3. 3
    Community Wellness Partners, Inc. 403(B) Plan$10.2M
    Community Wellness Partners, Inc. · 2023
  4. 4
    Power Line Constructors, Inc. Profit Sharing Plan & Trust$7.1M
    Power Line Constructors, Inc. · 2023
  5. 5
    White Management Corp. 401(K) Plan$5.8M
    White Management Corp. · 2023
  6. 6
    Innovative Services, Inc. 401(K) Plan$4.5M
    Innovative Services, Inc. · 2023
  7. 7
    Hamilton College Welfare Benefits Plannot reported in the loaded dataset
    Trustees Of Hamilton College · 2023
  8. 8
    Hamilton College Flexible Spending Plannot reported in the loaded dataset
    Trustees Of Hamilton College · 2023
  9. 9
    Innovative Services, Ltdnot reported in the loaded dataset
    Innovative Services Inc · 2023
  10. 10
    Innovative Services, Inc Employee Assistance Programnot reported in the loaded dataset
    Innovative Services Inc · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages