Plan5500

East Rochester, 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, East Rochester, NY has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $37,980,678 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
3
Latest filing year
2023

What stands out in East Rochester

  • 5 loaded plans hold $38M in reported assets across 3 sponsors.
  • The largest, Hoselton Chevrolet, Inc. Profit Sharing And Retirement Savings Plan, holds 78% of reported East Rochester plan assets.
  • Plans cover 971 participants — about 194 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$38MSummed across loaded plans$37,974,554
Total reported assets$38M$37,980,678
Total reported participants971
Total reported liabilities$6.1K$6,124

Reported net position

Reported assets = net assets + liabilities (summed)$38M total assets
Net assets$38MLiabilities$6.1K
Contributions & income
Employer contributions$899.6K
Participant contributions$2.2M
Total income / additions$8.4M
Expenses & distributions
Benefits paid / distributions$3.9M
Total expenses$3.9M
Net increase / (decrease)$4.4M

Data coverage

Plans with financial statements3 / 5 (60%)
Plans with provider compensation2 / 5 (40%)

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

East Rochester market comparison

Largest plan share of assets78%Hoselton Chevrolet, Inc. Profit Sharing And Retirement Savings Plan
Participants per plan194Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in East Rochester

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

  1. 1
    Hoselton Chevrolet, Inc. Profit Sharing And Retirement Savings Plan$29.7M
    Hoselton Chevrolet, Inc. · 2023
  2. 2
    Van Bortel Ford, Inc. 401(K) Profit Sharing Plan$6M
    Van Bortel Ford, Inc. · 2023
  3. 3
    Innovative Offerings, Inc. Profit Sharing Plan & Trust$2.3M
    Innovative Offerings, Inc. · 2023
  4. 4
    Hoselton Health Plannot reported in the loaded dataset
    Hoselton Chevrolet, Inc. · 2023
  5. 5
    Van Bortel Ford, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Van Bortel Ford, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages