Plan5500

Morrisville, 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, Morrisville, NY has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $19,557,104 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
2
Latest filing year
2023

What stands out in Morrisville

  • 4 loaded plans hold $19.6M in reported assets across 2 sponsors.
  • The largest, Morrisville Auxiliary Corporation 403(B) Dc Plan, holds 61% of reported Morrisville plan assets.
  • Plans cover 1,126 participants — about 282 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • 75% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$19.6MSummed across loaded plans$19,557,104
Total reported assets$19.6M$19,557,104
Total reported participants1.1K1,126
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$19.6M total assets
Net assets$19.6MLiabilities$0
Contributions & income
Employer contributions$445.8K
Participant contributions$392K
Total income / additions$3.7M
Expenses & distributions
Benefits paid / distributions$1.5M
Total expenses$1.6M
Net increase / (decrease)$2.1M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation3 / 4 (75%)

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

Morrisville market comparison

Largest plan share of assets61%Morrisville Auxiliary Corporation 403(B) Dc Plan
Participants per plan282Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Morrisville

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

  1. 1
    Morrisville Auxiliary Corporation 403(B) Dc Plan$11.8M
    Morrisville Aux Of Stateunivcollege Of Agri And Tech At Morrisvilleinc · 2023
  2. 2
    Crouse Community Center Employee Retirement Tsa Plan$5.1M
    Crouse Community Center, Inc. · 2023
  3. 3
    Crouse Community Center Employee Retirement Plan And Trust$2.7M
    Crouse Community Center, Inc. · 2023
  4. 4
    Morrisville Auxiliary Hospital Plan Inc.not reported in the loaded dataset
    Morrisville Auxiliary Of State Univ Of Ag & Tech At Morrisville, Ny · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Morrisville, NY?
4 plan(s) reported by 2 sponsor(s) are loaded for Morrisville, NY.

Related Form 5500 pages