Lancaster, 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, Lancaster, NY has 24 loaded benefit plan(s) reported by 14 plan sponsor(s), with $351,988,472 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 24
- Plan sponsors
- 14
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $351,988,472
- Total reported liabilities (EOY)
- $19,493
- Total reported net assets (EOY)
- $351,968,979
Contributions & income
- Employer contributions
- $11,353,979
- Participant contributions
- $11,786,265
- Total income / additions
- $76,084,064
Expenses & distributions
- Benefits paid / distributions
- $36,710,500
- Total expenses
- $37,439,303
- Net increase / (decrease)
- $38,644,761
Coverage
- Total reported participants
- 7,999
- Plans with financial statements
- 18
- Plans with provider compensation
- 10
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Lancaster, 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 |
|---|---|---|---|
| Upstate Niagara Cooperative, Inc. Retirement Plan | Upstate Niagara Cooperative, Inc | $120,902,312 | 2023 |
| Try-It Distributing Company, Inc & Subsidiaries Cash Or Deferred Plan | Try-It Distributing Company, Inc | $46,770,821 | 2023 |
| Incentive Profit Sharing Plan For Employees Of Sealing Devices Inc. | Sealing Devices Inc. | $41,047,997 | 2023 |
| Apple Rubber Products, Inc. 401(K) Plan | Apple Rubber Products, Inc. | $40,540,650 | 2023 |
| Avox Systems 401(K) Plan | Avox Systems Inc. | $29,611,552 | 2023 |
| Orville'S Appliance, Inc. 401(K) Plan | Orville'S Appliance, Inc. | $17,600,147 | 2023 |
| Avox Systems Union Pension Plan | Avox Systems Inc. | $10,804,636 | 2023 |
| Upstate Farms Dairy, LLC Retirement Plan | Upstate Niagara Cooperative, Inc | $9,378,280 | 2023 |
| K&S Contractors Supply, Inc. Employee Stock Ownership Plan | K&S Contractors Supply, Inc. | $7,357,583 | 2023 |
| Avox Systems 401(K) Plan For Bargaining Unit Employees | Avox Systems Inc. | $7,081,701 | 2023 |
| Thomann Asphalt Paving Corp 401(K) Retirement Plan | Thomann Asphalt Paving Corp. | $5,764,839 | 2023 |
| Avox Systems Retirement Savings Plan | Avox Systems, Inc. | $4,724,549 | 2023 |
| Niagara Lutheran Health System, Inc. Retirement Plan | Niagara Lutheran Health System, Inc. | $2,912,085 | 2023 |
| Erie Engineered Products Retirement Savings Plan | Erie Engineered Products, Inc. | $2,631,219 | 2023 |
| Kairav K. Chevli, M.D. Defined Benefit Plan | Kairav K. Chevli, Md | $2,349,974 | 2023 |
| Aftercare Nursing Services, Inc. Employee Stock Ownership Plan | Aftercare Nursing Services, Inc. | $2,290,284 | 2023 |
| Yourway Hra Benefit Plan Of Niagara Lutheran Health System, Inc | Niagara Lutheran Health System, Inc | $209,847 | 2023 |
| Advantage Yard Services, Inc. 401(K) Profit Sharing Plan | Advantage Yard Services, Inc. | $9,996 | 2023 |
| Try-It Distributing Group Health Plan | Try-It Distributing | not reported in the loaded dataset | 2023 |
| Upstate Niagara Cooperative Inc. Group Benefit Plan | Upstate Niagara Cooperative Inc. | not reported in the loaded dataset | 2023 |
| Sealing Devices Group Benefit Plan | Sealing Devices Inc | not reported in the loaded dataset | 2023 |
| Sealing Devices Health Insurance Plan | Sealing Devices Inc | not reported in the loaded dataset | 2023 |
| Apple Rubber Products, Inc. Section 125 Plan | Apple Rubber Products, Inc. | not reported in the loaded dataset | 2023 |
| Pfannenberg Inc Life Benefits | Pfannenberg Inc | not reported in the loaded dataset | 2023 |
Largest plans in Lancaster → · Lancaster plans by participants → · Lancaster plans with financial data → · Lancaster plans with provider compensation → · $1B+ plans in Lancaster →
Related Form 5500 pages
- All NY Form 5500 filings
- Upstate Niagara Cooperative, Inc. Retirement Plan (plan 006)
- Upstate Niagara Cooperative, Inc — all reported plans
- Try-It Distributing Company, Inc & Subsidiaries Cash Or Deferred Plan (plan 001)
- Try-It Distributing Company, Inc — all reported plans
- Incentive Profit Sharing Plan For Employees Of Sealing Devices Inc. (plan 001)
- Sealing Devices Inc. — all reported plans
- Apple Rubber Products, Inc. 401(K) Plan (plan 001)
- Apple Rubber Products, Inc. — all reported plans
- Avox Systems 401(K) Plan (plan 001)
- Avox Systems Inc. — all reported plans
- Orville'S Appliance, Inc. 401(K) Plan (plan 001)
- Orville'S Appliance, Inc. — all reported plans
- Avox Systems Union Pension Plan (plan 003)
- Upstate Farms Dairy, LLC Retirement Plan (plan 007)
- K&S Contractors Supply, Inc. Employee Stock Ownership Plan (plan 002)
- K&S Contractors Supply, Inc. — all reported plans
- Avox Systems 401(K) Plan For Bargaining Unit Employees (plan 002)
- Thomann Asphalt Paving Corp 401(K) Retirement Plan (plan 001)
- Thomann Asphalt Paving Corp. — all reported plans
- Avox Systems Retirement Savings Plan (plan 004)
- Niagara Lutheran Health System, Inc. Retirement Plan (plan 002)
- Niagara Lutheran Health System, Inc. — all reported plans
- Erie Engineered Products Retirement Savings Plan (plan 002)
- Erie Engineered Products, Inc. — all reported plans
- Kairav K. Chevli, M.D. Defined Benefit Plan (plan 101)
- Kairav K. Chevli, Md — all reported plans
- Methodology
- Data sources