Plan5500

New Windsor, 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 Windsor, NY has 19 loaded benefit plan(s) reported by 16 plan sponsor(s), with $205,483,515 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
19
Plan sponsors
16
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$205.5MSummed across loaded plans$205,483,206
Total reported assets$205.5M$205,483,515
Total reported participants6.8K6,785
Total reported liabilities$309

Reported net position

Reported assets = net assets + liabilities (summed)$205.5M total assets
Net assets$205.5MLiabilities$309
Contributions & income
Employer contributions$3.3M
Participant contributions$10.8M
Total income / additions$55.7M
Expenses & distributions
Benefits paid / distributions$16.7M
Total expenses$17M
Net increase / (decrease)$38.7M

Data coverage

Plans with financial statements16 / 19 (84%)
Plans with provider compensation4 / 19 (21%)

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

New Windsor market comparison

Largest plan share of assets71%Production Resource Group 401k Plan
Participants per plan357Average across loaded plans
Plan sponsors16
Ranked by reported assets

Largest loaded plans in New Windsor

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

  1. 1
    Production Resource Group 401k Plan$146.7M
    Production Resource Group, LLC · 2023
  2. 2
    Lbm Advantage Inc 401(K) Profit Sharing Plan & Trust$24.8M
    Lbm Advantage Inc · 2023
  3. 3
    Med Excel Usa, Inc. 401(K) Profit Sharing Plan And Trust$11.1M
    Med Excel Usa, Inc. · 2023
  4. 4
    Argenio Brothers, Inc. 401k Profit Sharing Plan And Trust$7.5M
    Argenio Brothers, Inc. · 2023
  5. 5
    Storm King Art Center 403(B) Retirement Plan$4.8M
    Storm King Art Center · 2023
  6. 6
    Premier Construction Services Hudson Valley, Inc. 401(K) Profit Sharing Plan And Trust$4.5M
    Premier Construction Services Hudson Valley, Inc. · 2023
  7. 7
    John O'Brien Dds, P.C. Profit Sharing Plan$1.4M
    John O'Brien Dds, P.C. · 2023
  8. 8
    Showpay LLC Retirement Plan$1.1M
    Showpay LLC · 2023
  9. 9
    Paramount Building Construction, Inc 401(K) Profit Sharing Plan$1M
    Paramount Building Construction, Inc. · 2023
  10. 10
    Stephen Eric Enriquez, Dmd, Pc 401(K) Profit Sharing Plan$687K
    Stephen Eric Enriquez Dmd Pc Enriquez · 2023
  11. 11
    New Windsor Volunteer Ambulance 401(K) Profit Sharing Plan And Trust$683.7K
    New Windsor Volunteer Ambulance · 2023
  12. 12
    Thomas R. Digovanni Cpa, Pc 401(K) Profit Sharing Plan And Trust$664.5K
    Thomas R. Digovanni Cpa, P.C. · 2023
  13. 13
    Carsaro Retirement Plan$264.8K
    Carsaro Corp. · 2023
  14. 14
    Murphy Derm 401(K) Plan$86.7K
    Murphy Dermatology Group · 2023
  15. 15
    Orange County Ida 401(K) Ptofit Sharing Plan And Trust$62.8K
    Orange County Ida · 2023
  16. 16
    M & J Beverage Solutions, Inc. 401(K) Plan$0
    M & J Beverage Solutions, Inc. · 2023
  17. 17
    Lbm Advantage, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Lbm Advantage, Inc. · 2023
  18. 18
    Production Resource Group L.L.C.not reported in the loaded dataset
    Production Resource Group, L.L.C. · 2023
  19. 19
    Production Resource Group, LLC Health And Welfare Plannot reported in the loaded dataset
    Production Resource Group, LLC · 2023

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

Related Form 5500 pages