New Hartford, 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, New Hartford, NY has 22 loaded benefit plan(s) reported by 14 plan sponsor(s), with $929,334,359 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 22
- Plan sponsors
- 14
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $929,334,359
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $929,334,359
Contributions & income
- Employer contributions
- $13,728,522
- Participant contributions
- $23,693,743
- Total income / additions
- $178,719,140
Expenses & distributions
- Benefits paid / distributions
- $62,747,043
- Total expenses
- $64,451,104
- Net increase / (decrease)
- $114,268,036
Coverage
- Total reported participants
- 14,015
- Plans with financial statements
- 13
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for New Hartford, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Retirement Income Plan Of Utica Mutual Insurance Company | Utica Mutual Insurance Company | $366,999,603 | 2023 |
| Utica Mutual Insurance Company Employee Profit Sharing And Investment Plan | Utica Mutual Insurance Company | $320,688,991 | 2023 |
| Par Technology Corporation Retirement Plan | Par Technology Corporation | $113,988,334 | 2023 |
| Slocum-Dickson Medical Group, Pllc Retirement Plan | Slocum-Dickson Medical Group, Pllc | $87,658,440 | 2023 |
| Sitrin 403b Plan | Charles T. Sitrin Health Care Center | $13,751,327 | 2023 |
| Mohawk Valley Retina, Pllc Employee Savings Retirement Plan | Mohawk Valley Retina, Pllc | $10,413,037 | 2023 |
| Muzaffar N. Khan, Physician, P.C. Deferred Savings And Profit Sharing Plan And Trust | Muzaffar N. Khan, Physician, P.C. | $5,958,210 | 2023 |
| Trainor Associates, Inc. 401(K) Profit Sharing Plan And Trust | Trainor Associates, Inc. | $4,354,141 | 2023 |
| Humphrey'S Farms, Inc. Profit Sharing 401k Plan | Humphrey'S Farms, Inc. | $2,326,390 | 2023 |
| Stephen H. Passalacqua, Dds, P.C. 401(K) Plan | Stephen H. Passalacqua, Dds, Pc | $1,256,091 | 2023 |
| C5 Solutions, Inc. 401(K) Plan | C5 Solutions, Inc. | $763,868 | 2023 |
| Stanwood Pharmacy Inc. Retirement Plan | Stanwood Pharmacy Inc. | $746,121 | 2023 |
| Special Metals Corporation Iam Retirees Welfare Plan | Special Metals Corporation | $429,806 | 2023 |
| Utica Mutual Insurance Company Employee Benefits Plan | Utica Mutual Insurance Company | not reported in the loaded dataset | 2023 |
| Utica Mutual Insurance Company Retiree Health Plan | Utica Mutual Insurance Company | not reported in the loaded dataset | 2023 |
| First Source Federal Credit Union Life Benefit Plan | First Source Federal Credit Union | not reported in the loaded dataset | 2023 |
| Par Health And Welfare Benefit Plan | Par Technology Corporation | not reported in the loaded dataset | 2023 |
| Par Corp. Group Insurance Plan | Par Technology Corporation | not reported in the loaded dataset | 2023 |
| Par Technology Corporation Employee Choice Plan | Par Technology Corporation | not reported in the loaded dataset | 2023 |
| Slocum Dickson Medical Group Benefit Bank Plan | Slocum Dickson Medical Group Pllc | not reported in the loaded dataset | 2023 |
| Sitrin Family Of Services Group Healthplan | Charles T. Sitrin Health Care Center | not reported in the loaded dataset | 2023 |
| Faxton-St. Luke'S Healthcare Group Health Plan | Mohawk Valley Health System | not reported in the loaded dataset | 2023 |
Largest plans in New Hartford → · New Hartford plans by participants → · New Hartford plans with financial data → · New Hartford plans with provider compensation → · $1B+ plans in New Hartford →
Related Form 5500 pages
- All NY Form 5500 filings
- Retirement Income Plan Of Utica Mutual Insurance Company (plan 002)
- Utica Mutual Insurance Company — all reported plans
- Utica Mutual Insurance Company Employee Profit Sharing And Investment Plan (plan 001)
- Par Technology Corporation Retirement Plan (plan 001)
- Par Technology Corporation — all reported plans
- Slocum-Dickson Medical Group, Pllc Retirement Plan (plan 002)
- Slocum-Dickson Medical Group, Pllc — all reported plans
- Sitrin 403b Plan (plan 001)
- Charles T. Sitrin Health Care Center — all reported plans
- Mohawk Valley Retina, Pllc Employee Savings Retirement Plan (plan 001)
- Mohawk Valley Retina, Pllc — all reported plans
- Muzaffar N. Khan, Physician, P.C. Deferred Savings And Profit Sharing Plan And Trust (plan 001)
- Muzaffar N. Khan, Physician, P.C. — all reported plans
- Trainor Associates, Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Trainor Associates, Inc. — all reported plans
- Humphrey'S Farms, Inc. Profit Sharing 401k Plan (plan 001)
- Humphrey'S Farms, Inc. — all reported plans
- Stephen H. Passalacqua, Dds, P.C. 401(K) Plan (plan 001)
- Stephen H. Passalacqua, Dds, Pc — all reported plans
- C5 Solutions, Inc. 401(K) Plan (plan 001)
- C5 Solutions, Inc. — all reported plans
- Stanwood Pharmacy Inc. Retirement Plan (plan 001)
- Stanwood Pharmacy Inc. — all reported plans
- Special Metals Corporation Iam Retirees Welfare Plan (plan 601)
- Special Metals Corporation — all reported plans
- Utica Mutual Insurance Company Employee Benefits Plan (plan 503)
- Utica Mutual Insurance Company Retiree Health Plan (plan 525)
- Methodology
- Data sources