Plan5500

Loudonville, 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, Loudonville, NY has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $243,419,840 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
4
Latest filing year
2023

What stands out in Loudonville

  • 6 loaded plans hold $243.4M in reported assets across 4 sponsors.
  • The largest, Siena College Defined Contribution Retirement Plan, holds 99% of reported Loudonville plan assets.
  • Plans cover 4,749 participants — about 792 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 17% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$243.4MSummed across loaded plans$243,419,840
Total reported assets$243.4M$243,419,840
Total reported participants4.7K4,749
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$243.4M total assets
Net assets$243.4MLiabilities$0
Contributions & income
Employer contributions$4.7M
Participant contributions$3.9M
Total income / additions$37.7M
Expenses & distributions
Benefits paid / distributions$8.8M
Total expenses$9M
Net increase / (decrease)$28.7M

Data coverage

Plans with financial statements4 / 6 (67%)
Plans with provider compensation1 / 6 (17%)

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

Loudonville market comparison

Largest plan share of assets99%Siena College Defined Contribution Retirement Plan
Participants per plan792Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Loudonville

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

  1. 1
    Siena College Defined Contribution Retirement Plan$240.5M
    Siena College · 2023
  2. 2
    Cobble Hill Anesthesia, Pllc Cash Balance Plan$1.7M
    Cobble Hill Anesthesia, Pllc · 2023
  3. 3
    Benefit Planning Services, Inc. 401(K) Plan$870.1K
    Benefit Planning Services, Inc. · 2023
  4. 4
    Julien Enterprises, Inc. Profit Sharing Plan$320K
    Julien Enterprises, Inc. · 2023
  5. 5
    Siena College Health And Welfare Plannot reported in the loaded dataset
    Siena College · 2023
  6. 6
    Siena College Retiree Health And Wellness Plannot reported in the loaded dataset
    Siena College · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Loudonville, NY?
6 plan(s) reported by 4 sponsor(s) are loaded for Loudonville, NY.

Related Form 5500 pages