Plan5500

Dunkirk, 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, Dunkirk, NY has 11 loaded benefit plan(s) reported by 8 plan sponsor(s), with $56,640,269 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
11
Plan sponsors
8
Latest filing year
2023

What stands out in Dunkirk

  • 11 loaded plans hold $56.6M in reported assets across 8 sponsors.
  • The largest, Lake Shore Savings Bank 401(K) Savings Plan, holds 30% of reported Dunkirk plan assets.
  • Plans cover 1,957 participants — about 178 per plan.
  • 82% of loaded plans report full Schedule H/I financial statements.
  • 55% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$55.3MSummed across loaded plans$55,346,329
Total reported assets$56.6M$56,640,269
Total reported participants2K1,957
Total reported liabilities$1.3M$1,293,940

Reported net position

Reported assets = net assets + liabilities (summed)$56.6M total assets
Net assets$55.3MLiabilities$1.3M
Contributions & income
Employer contributions$1.4M
Participant contributions$1.7M
Total income / additions$11.2M
Expenses & distributions
Benefits paid / distributions$5.8M
Total expenses$6.5M
Net increase / (decrease)$4.7M

Data coverage

Plans with financial statements9 / 11 (82%)
Plans with provider compensation6 / 11 (55%)

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

Dunkirk market comparison

Largest plan share of assets30%Lake Shore Savings Bank 401(K) Savings Plan
Participants per plan178Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Dunkirk

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

  1. 1
    Lake Shore Savings Bank 401(K) Savings Plan$16.8M
    Lake Shore Savings Bank · 2023
  2. 2
    Brooks Memorial Hospital Union Employees' Pension Plan$16.2M
    Brooks-Tlc Hospital System, Inc. · 2023
  3. 3
    403(B) Thrift Plan For Employees Of Chautauqua Opportunities, Inc.$4.9M
    Chautauqua Opportunities, Inc. · 2023
  4. 4
    The Chautauqua Center Inc. 403(B) Retirement Plan$4.1M
    The Chautauqua Center Inc. · 2023
  5. 5
    Brooks-Tlc Hospital System, Inc. 401(K) Retirement Plan$4M
    Brooks-Tlc Hospital System, Inc. · 2023
  6. 6
    Stel, Inc. Employer Contribution Plan$3.6M
    Stel, Inc. · 2023
  7. 7
    Joe I Askar Profit Sharing Plan$3.2M
    Joe I Askar · 2023
  8. 8
    Employee Stock Ownership Plan Of Lakeshore Bancorp, Inc.$2.3M
    Lake Shore Bancorp Inc. · 2023
  9. 9
    G. H Graf Realty Corp - Money Purchase Plan$1.6M
    G.H. Graf Realty Corp, Inc. · 2023
  10. 10
    Lake Shore Savings Bank Welfare Benefits Plannot reported in the loaded dataset
    Lake Shore Savings Bank · 2023
  11. 11
    Brooks-Tlc Hospital Systems, Inc. Welfare Benefits Plannot reported in the loaded dataset
    Brooks-Tlc Hospital Systems, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Dunkirk, NY?
11 plan(s) reported by 8 sponsor(s) are loaded for Dunkirk, NY.

Related Form 5500 pages