Plan5500

Henrietta, 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, Henrietta, NY has 10 loaded benefit plan(s) reported by 7 plan sponsor(s), with $44,081,532 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
7
Latest filing year
2023

What stands out in Henrietta

  • 10 loaded plans hold $44.1M in reported assets across 7 sponsors.
  • The largest, Monroe Tractor & Implement Co. Inc 401(K) Profit Sharing Plan & Trust, holds 61% of reported Henrietta plan assets.
  • Plans cover 1,724 participants — about 172 per plan.
  • 70% of loaded plans report full Schedule H/I financial statements.
  • 30% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$44.1MSummed across loaded plans$44,081,532
Total reported assets$44.1M$44,081,532
Total reported participants1.7K1,724
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$44.1M total assets
Net assets$44.1MLiabilities$0
Contributions & income
Employer contributions$1.2M
Participant contributions$2.8M
Total income / additions$11.5M
Expenses & distributions
Benefits paid / distributions$5.4M
Total expenses$5.6M
Net increase / (decrease)$6M

Data coverage

Plans with financial statements7 / 10 (70%)
Plans with provider compensation3 / 10 (30%)

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

Henrietta market comparison

Largest plan share of assets61%Monroe Tractor & Implement Co. Inc 401(K) Profit Sharing Plan & Trust
Participants per plan172Average across loaded plans
Plan sponsors7
Ranked by reported assets

Largest loaded plans in Henrietta

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

  1. 1
    Monroe Tractor & Implement Co. Inc 401(K) Profit Sharing Plan & Trust$26.7M
    Monroe Tractor & Implement Company, Inc. · 2023
  2. 2
    Regional International 401(K) Plan$10.2M
    Regional International Corp · 2023
  3. 3
    Terry Tree Service, LLC. 401(K) Plan$5M
    Terry Tree Service, LLC. · 2023
  4. 4
    Ag To Go, LLC$1.2M
    Ag To Go, LLC · 2023
  5. 5
    Kosmider Inc. Retirement Plan$824K
    Kosmider Inc. · 2023
  6. 6
    Cmerkl 2021, Inc. 401(K) Profit Sharing Plan$150.1K
    Cmerkl 2021, Inc. · 2023
  7. 7
    Monroe Tractor & Implement Co., Inc. Employee Stock Ownership Plan$0
    Monroe Tractor & Implement Co., Inc. · 2023
  8. 8
    Monroe Tractor & Implement Co., Inc. Benefit Bank Plannot reported in the loaded dataset
    Monroe Tractor & Implement Co., Inc. · 2023
  9. 9
    Health And Welfare Plan For The Employees Of Terry Tree Service, LLC.not reported in the loaded dataset
    Terry Tree Service, LLC. · 2023
  10. 10
    Ehealth Technologies Inc Welfare Benefit Plannot reported in the loaded dataset
    Ehealth Technologies, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Henrietta, NY?
10 plan(s) reported by 7 sponsor(s) are loaded for Henrietta, NY.

Related Form 5500 pages