Plan5500

Houghton, 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, Houghton, NY has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $54,532,921 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 Houghton

  • 2 loaded plans hold $54.5M in reported assets across 1 sponsors.
  • The largest, Houghton University Defined Contribution Plan, holds 100% of reported Houghton plan assets.
  • Plans cover 633 participants — about 317 per plan.
  • 50% 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$54.5MSummed across loaded plans$54,532,921
Total reported assets$54.5M$54,532,921
Total reported participants633
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$54.5M total assets
Net assets$54.5MLiabilities$0
Contributions & income
Employer contributions$207.1K
Participant contributions$623.2K
Total income / additions$7M
Expenses & distributions
Benefits paid / distributions$3.6M
Total expenses$3.6M
Net increase / (decrease)$3.3M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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

Houghton market comparison

Largest plan share of assets100%Houghton University Defined Contribution Plan
Participants per plan317Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Houghton

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

  1. 1
    Houghton University Defined Contribution Plan$54.5M
    Houghton University · 2023
  2. 2
    Houghton University Medical Plannot reported in the loaded dataset
    Houghton University · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages