Plan5500

Keuka Park, 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, Keuka Park, NY has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $43,986,544 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 Keuka Park

  • 2 loaded plans hold $44M in reported assets across 1 sponsors.
  • The largest, Keuka College Retirement Plan, holds 100% of reported Keuka Park plan assets.
  • Plans cover 766 participants — about 383 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$44MSummed across loaded plans$43,986,544
Total reported assets$44M$43,986,544
Total reported participants766
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$44M total assets
Net assets$44MLiabilities$0
Contributions & income
Employer contributions$419.9K
Participant contributions$770K
Total income / additions$6.8M
Expenses & distributions
Benefits paid / distributions$3.7M
Total expenses$3.7M
Net increase / (decrease)$3.1M

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 Keuka Park, 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

Keuka Park market comparison

Largest plan share of assets100%Keuka College Retirement Plan
Participants per plan383Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Keuka Park

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

  1. 1
    Keuka College Retirement Plan$44M
    Keuka College · 2023
  2. 2
    Keuka College Welfare Benefits Plannot reported in the loaded dataset
    Keuka College · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages