Plan5500

Elmira Heights, 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, Elmira Heights, NY has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $10,653,084 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

What stands out in Elmira Heights

  • 2 loaded plans hold $10.7M in reported assets across 1 sponsors.
  • The largest, Caf Usa, Inc. 401(K) Profit Sharing Plan, holds 100% of reported Elmira Heights plan assets.
  • Plans cover 451 participants — about 226 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10.7MSummed across loaded plans$10,653,084
Total reported assets$10.7M$10,653,084
Total reported participants451
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$10.7M total assets
Net assets$10.7MLiabilities$0
Contributions & income
Employer contributions$290.8K
Participant contributions$570.4K
Total income / additions$2.4M
Expenses & distributions
Benefits paid / distributions$1.2M
Total expenses$1.3M
Net increase / (decrease)$1.1M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation1 / 2 (50%)

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

Elmira Heights market comparison

Largest plan share of assets100%Caf Usa, Inc. 401(K) Profit Sharing Plan
Participants per plan226Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Elmira Heights

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

  1. 1
    Caf Usa, Inc. 401(K) Profit Sharing Plan$10.7M
    Caf Usa, Inc. · 2023
  2. 2
    Caf Benefit Plan$0
    Caf Usa Inc · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Elmira Heights, NY?
2 plan(s) reported by 1 sponsor(s) are loaded for Elmira Heights, NY.

Related Form 5500 pages