Plan5500

Liberty, 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, Liberty, NY has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $37,327,535 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
5
Latest filing year
2023

What stands out in Liberty

  • 5 loaded plans hold $37.3M in reported assets across 5 sponsors.
  • The largest, Granite Associates 401(K) Plan, holds 84% of reported Liberty plan assets.
  • Plans cover 577 participants — about 115 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 40% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$25.4MSummed across loaded plans$25,405,264
Total reported assets$37.3M$37,327,535
Total reported participants577
Total reported liabilities$11.9M$11,922,271

Reported net position

Reported assets = net assets + liabilities (summed)$37.3M total assets
Net assets$25.4MLiabilities$11.9M
Contributions & income
Employer contributions$733.5K
Participant contributions$1.3M
Total income / additions$7.6M
Expenses & distributions
Benefits paid / distributions$3.7M
Total expenses$4.7M
Net increase / (decrease)$2.9M

Data coverage

Plans with financial statements5 / 5 (100%)
Plans with provider compensation2 / 5 (40%)

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

Liberty market comparison

Largest plan share of assets84%Granite Associates 401(K) Plan
Participants per plan115Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Liberty

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

  1. 1
    Granite Associates 401(K) Plan$31.3M
    Granite Associates, L.P. · 2023
  2. 2
    Bethel Performing Arts Center 401(K) Plan$4.1M
    Bethel Performing Arts Center · 2023
  3. 3
    One Cablevision Center Condo 401(K) Plan$1.7M
    One Cablevision Center Condominium · 2023
  4. 4
    Local 76 Resort Hotel Industry Pension Plan$174.3K
    Board Of Trustees Local 76 Resort Hotel Industry · 2023
  5. 5
    Empire State Highway Contractors Association, Inc. Employees H&W For The Employees Of Hamlin Construction Company, Inc.$2.4K
    Hamlin Construction Company, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Liberty, NY?
5 plan(s) reported by 5 sponsor(s) are loaded for Liberty, NY.

Related Form 5500 pages