Plan5500

Millerton, 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, Millerton, NY has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $37,296,346 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 Millerton

  • 3 loaded plans hold $37.3M in reported assets across 3 sponsors.
  • The largest, Rh Capital Associates Profit Sharing Plan, holds 99% of reported Millerton plan assets.
  • Plans cover 158 participants — about 53 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$37.3MSummed across loaded plans$37,296,346
Total reported assets$37.3M$37,296,346
Total reported participants158
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$37.3M total assets
Net assets$37.3MLiabilities—
Contributions & income
Total income / additions$3M
Expenses & distributions
Benefits paid / distributions$100K
Total expenses$100K
Net increase / (decrease)$2.9M

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 Millerton, 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

Millerton market comparison

Largest plan share of assets99%Rh Capital Associates Profit Sharing Plan
Participants per plan53Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Millerton

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

  1. 1
    Rh Capital Associates Profit Sharing Plan$36.7M
    Alander Management LLC · 2023
  2. 2
    2 Main Street Millerton Management Corp. Retirement Plan$550K
    2 Main Street Millerton Management Corp. · 2023
  3. 3
    Harney & Sons Tea Corp. Health & Welfare Plannot reported in the loaded dataset
    Harney & Sons Tea Corp. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages