Plan5500

Monticello, 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, Monticello, NY has 8 loaded benefit plan(s) reported by 5 plan sponsor(s), with $11,772,627 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
5
Latest filing year
2023

What stands out in Monticello

  • 8 loaded plans hold $11.8M in reported assets across 5 sponsors.
  • The largest, Independent Support Services, Inc. 403(B) Plan, holds 87% of reported Monticello plan assets.
  • Plans cover 5,512 participants — about 689 per plan.
  • 38% of loaded plans report full Schedule H/I financial statements.
  • 13% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11.8MSummed across loaded plans$11,772,627
Total reported assets$11.8M$11,772,627
Total reported participants5.5K5,512
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$11.8M total assets
Net assets$11.8MLiabilities—
Contributions & income
Employer contributions$739K
Participant contributions$1.3M
Total income / additions$3.5M
Expenses & distributions
Benefits paid / distributions$1.3M
Total expenses$1.3M
Net increase / (decrease)$2.2M

Data coverage

Plans with financial statements3 / 8 (38%)
Plans with provider compensation1 / 8 (13%)

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

Monticello market comparison

Largest plan share of assets87%Independent Support Services, Inc. 403(B) Plan
Participants per plan689Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Monticello

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

  1. 1
    Independent Support Services, Inc. 403(B) Plan$10.2M
    Independent Support Services, Inc. · 2023
  2. 2
    Pn Fire & Burglar Alarm Co., Inc. Profit Sharing Plan$1.6M
    Pn Fire & Burglar Alarm Co., Inc. · 2023
  3. 3
    Motus Magna, Inc. 401(K) Plan$16.3K
    Motus Magna, Inc. · 2023
  4. 4
    Iss Employee Benefits Plannot reported in the loaded dataset
    Independent Support Services, Inc. · 2023
  5. 5
    Empire Resorts, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Empire Resorts, Inc. · 2023
  6. 6
    Sullivan-Orange-Dutchess Counties Chapter, Nysarc, Inc. Dba The Arc Greater Hudson Valley Flexible Benefits Plannot reported in the loaded dataset
    Sullivan-Orange-Dutchess Counties Chapter, Nysarc, Inc. · 2023
  7. 7
    Sullivan-Orange-Dutchess Counties Chapter, Nysarc, Inc. Dba The Arc Greater Hudson Valley Welfare Benefits Plannot reported in the loaded dataset
    Sullivan-Orange-Dutchess Counties Chapter, Nysarc, Inc. · 2023
  8. 8
    Sullivan-Orange-Dutchess Counties Chapter, Nysarc, Inc. Dba The Arc Greater Hudson Valley Section 105 Plannot reported in the loaded dataset
    Sullivan-Orange-Dutchess Counties Chapter, Nysarc, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages