Jamestown, 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, Jamestown, NY has 33 loaded benefit plan(s) reported by 25 plan sponsor(s), with $305,281,089 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 33
- Plan sponsors
- 25
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $305,281,089
- Total reported liabilities (EOY)
- $2,109,616
- Total reported net assets (EOY)
- $303,171,473
Contributions & income
- Employer contributions
- $11,953,612
- Participant contributions
- $6,623,223
- Total income / additions
- $59,746,001
Expenses & distributions
- Benefits paid / distributions
- $33,664,460
- Total expenses
- $35,236,667
- Net increase / (decrease)
- $24,509,334
Coverage
- Total reported participants
- 10,763
- Plans with financial statements
- 21
- Plans with provider compensation
- 15
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Jamestown, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Wca Hospital 403(B) Retirement Savings Plan | Upmc Chautauqua At Wca | $64,165,287 | 2023 |
| I.B.E.W. Local No. 106 Pension Plan | Local Union 106 Ibew | $40,704,445 | 2023 |
| Titanx Engine Cooling, Inc 401(K) Plan | Titanx Engine Cooling, Inc | $30,543,717 | 2023 |
| I.B.E.W. Local No. 106 Annuity Plan | Trustees Of Local Union 106 Ibew Annuity Plan | $29,772,211 | 2023 |
| Southern Tier Building Trades Welfare Plan | Builders Exchange Of The Southern Tier, Inc. | $20,139,878 | 2023 |
| Southern Tier Building Trades Laborers Profit Sharing Plan | The Builders Exchange Of The Southern Tier Inc. | $19,600,005 | 2023 |
| Bush Industries, Inc. 401(K) Retirement Plan | Bush Industries, Inc. | $19,118,200 | 2023 |
| The Heritage Village 401(K) Profit Sharing Plan | Heritage Ministries Charitable Care Network, Inc. | $15,856,618 | 2023 |
| Lutheran Social Services Group, Inc. 401(K) Retirement Plan | Lutheran Social Service Group, Inc. | $13,530,946 | 2023 |
| Weber-Knapp 401(K) Retirement Savings Plan | Weber-Knapp Company, Inc. | $12,354,734 | 2023 |
| Anderson Precision Inc 401(K) Profit Sharing Plan & Trust | Anderson Precision Inc | $8,860,675 | 2023 |
| Jamestown Pediatric Savings And Retirement Plan | Jamestown Pediatric Associates | $7,802,721 | 2023 |
| I.B.E.W. Local No. 106 Health & Welfare Fund | Local Union 106 Ibew | $7,779,227 | 2023 |
| Shults Auto Group 401(K) Plan | Ed Shults Chevrolet, Inc. | $5,314,669 | 2023 |
| Jamestown Optometric Group, P.C. Profit Sharing Plan | Jamestown Optometric Group, P.C. | $3,964,074 | 2023 |
| Emco Finishing Products, Inc. 401(K) Plan | Emco Finishing Products, Inc. | $2,767,752 | 2023 |
| Juniper Ring Acquisitions, LLC 401(K) Plan | Juniper Ring Acquisitions, LLC | $2,651,827 | 2023 |
| Harrison-Bauer Corpoation Profit Sharing Plan | Harrison-Bauer Corporation | $191,900 | 2023 |
| Hidden Valley Camping, Inc 401(K) Plan | Hidden Valley Camping, Inc | $138,272 | 2023 |
| Ny-Penn Pest Systems, Inc. 401(K) Plan | Ny-Penn Pest Systems, Inc. | $23,931 | 2023 |
| Hopes Windows, Inc. Pension Plan For Shopmens Local 470 | Hope'S Windows | $0 | 2023 |
| Jamestown Container Corp. Welfare Benefit Plan | Jamestown Container Corporation | not reported in the loaded dataset | 2023 |
| Bush Industries, Inc. Employee Healthcare Plan | Bush Industries, Inc. | not reported in the loaded dataset | 2023 |
| Jamestown Macadam, Inc. | Jamestown Macadam, Inc. | not reported in the loaded dataset | 2023 |
| Weber Knapp Company | Weber Knapp Company | not reported in the loaded dataset | 2023 |
Largest plans in Jamestown → · Jamestown plans by participants → · Jamestown plans with financial data → · Jamestown plans with provider compensation → · $1B+ plans in Jamestown →
Related Form 5500 pages
- All NY Form 5500 filings
- Wca Hospital 403(B) Retirement Savings Plan (plan 002)
- Upmc Chautauqua At Wca — all reported plans
- I.B.E.W. Local No. 106 Pension Plan (plan 001)
- Local Union 106 Ibew — all reported plans
- Titanx Engine Cooling, Inc 401(K) Plan (plan 001)
- Titanx Engine Cooling, Inc — all reported plans
- I.B.E.W. Local No. 106 Annuity Plan (plan 003)
- Southern Tier Building Trades Welfare Plan (plan 501)
- Builders Exchange Of The Southern Tier, Inc. — all reported plans
- Southern Tier Building Trades Laborers Profit Sharing Plan (plan 002)
- The Builders Exchange Of The Southern Tier Inc. — all reported plans
- Bush Industries, Inc. 401(K) Retirement Plan (plan 001)
- Bush Industries, Inc. — all reported plans
- The Heritage Village 401(K) Profit Sharing Plan (plan 002)
- Heritage Ministries Charitable Care Network, Inc. — all reported plans
- Lutheran Social Services Group, Inc. 401(K) Retirement Plan (plan 001)
- Lutheran Social Service Group, Inc. — all reported plans
- Weber-Knapp 401(K) Retirement Savings Plan (plan 001)
- Weber-Knapp Company, Inc. — all reported plans
- Anderson Precision Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Anderson Precision Inc — all reported plans
- Jamestown Pediatric Savings And Retirement Plan (plan 001)
- Jamestown Pediatric Associates — all reported plans
- I.B.E.W. Local No. 106 Health & Welfare Fund (plan 501)
- Local Union 106 Ibew — all reported plans
- Shults Auto Group 401(K) Plan (plan 002)
- Ed Shults Chevrolet, Inc. — all reported plans
- Jamestown Optometric Group, P.C. Profit Sharing Plan (plan 001)
- Jamestown Optometric Group, P.C. — all reported plans
- Methodology
- Data sources