Plan5500

Mendon, 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, Mendon, NY has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $16,915,581 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 Mendon

  • 3 loaded plans hold $16.9M in reported assets across 3 sponsors.
  • The largest, Pittsford Federal Credit Union 401(K) Plan, holds 99% of reported Mendon plan assets.
  • Plans cover 230 participants — about 77 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$16.9MSummed across loaded plans$16,915,581
Total reported assets$16.9M$16,915,581
Total reported participants230
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$16.9M total assets
Net assets$16.9MLiabilities$0
Contributions & income
Employer contributions$291.1K
Participant contributions$530.9K
Total income / additions$3.4M
Expenses & distributions
Benefits paid / distributions$726.9K
Total expenses$759.2K
Net increase / (decrease)$2.7M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation0 / 3 ()

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

Mendon market comparison

Largest plan share of assets99%Pittsford Federal Credit Union 401(K) Plan
Participants per plan77Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Mendon

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

  1. 1
    Pittsford Federal Credit Union 401(K) Plan$16.8M
    Pittsford Federal Credit Union · 2023
  2. 2
    Adams Franchising Inc. Retirement Plan$162K
    Adams Franchising Inc. · 2023
  3. 3
    Shuman Physical Therapy Associates, P.C. Dba Lattimore Physical Therapy Employee Benefits Plannot reported in the loaded dataset
    Shuman Physical Therapy Associates, P.C. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages