Plan5500

Kenmore, 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, Kenmore, NY has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $5,694,261 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 Kenmore

  • 3 loaded plans hold $5.7M in reported assets across 3 sponsors.
  • The largest, Associated Physical & Occupational Therapists 401(K) Profit Sharing Plan & Trust, holds 57% of reported Kenmore plan assets.
  • Plans cover 245 participants — about 82 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.7MSummed across loaded plans$5,694,261
Total reported assets$5.7M$5,694,261
Total reported participants245
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5.7M total assets
Net assets$5.7MLiabilities$0
Contributions & income
Employer contributions$197.6K
Participant contributions$383.4K
Total income / additions$1.2M
Expenses & distributions
Benefits paid / distributions$155.4K
Total expenses$175.4K
Net increase / (decrease)$1.1M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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

Kenmore market comparison

Largest plan share of assets57%Associated Physical & Occupational Therapists 401(K) Profit Sharing Plan & Trust
Participants per plan82Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Kenmore

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

  1. 1
    Associated Physical & Occupational Therapists 401(K) Profit Sharing Plan & Trust$3.3M
    Associated Physical & Occupational · 2023
  2. 2
    Kenmore Dental Associates Pllc 401(K) Profit Sharing Plan & Trust$2.4M
    Kenmore Dental Associates Pllc · 2023
  3. 3
    Schofield Residence Welfare Benefit Plannot reported in the loaded dataset
    Schofield Residence Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages