Plan5500

Endwell, 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, Endwell, NY has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $72,829,489 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Endwell

  • 3 loaded plans hold $72.8M in reported assets across 3 sponsors.
  • The largest, Southern Tier Insulation Employee Stock Ownership Plan, holds 37% of reported Endwell plan assets.
  • Plans cover 413 participants — about 138 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 100% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$66.8MSummed across loaded plans$66,784,709
Total reported assets$72.8M$72,829,489
Total reported participants413
Total reported liabilities$6M$6,044,780

Reported net position

Reported assets = net assets + liabilities (summed)$72.8M total assets
Net assets$66.8MLiabilities$6M
Contributions & income
Employer contributions$1.5M
Participant contributions$1.3M
Total income / additions$10.6M
Expenses & distributions
Benefits paid / distributions$3.5M
Total expenses$3.8M
Net increase / (decrease)$6.8M

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation3 / 3 (100%)

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

Endwell market comparison

Largest plan share of assets37%Southern Tier Insulation Employee Stock Ownership Plan
Participants per plan138Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Endwell

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

  1. 1
    Southern Tier Insulation Employee Stock Ownership Plan$27.2M
    Southern Tier Insulation Distributors, Inc. · 2023
  2. 2
    Endwell Family Physicians, L.L.P. Profit Sharing 401(K) Plan$26.4M
    Endwell Family Physicians, L.L.P. · 2023
  3. 3
    Delta Engineers, Architects & Land Surveyors, Dpc Retirement Savings Plan$19.2M
    Delta Engineers, Architects & Land Surveyors, Dpc · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages