Niagra Falls, 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, Niagra Falls, NY has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $6,041,170 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Niagra Falls

  • 2 loaded plans hold $6M in reported assets across 2 sponsors.
  • The largest, Washington Mills Electro Minerals Corporation 401(K) Plan For Hourly Rated Employees Of United Steel Workers. Afl-Cio Local 4-2058, holds 69% of reported Niagra Falls plan assets.
  • Plans cover 153 participants — about 77 per plan.
  • 100% 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$6MSummed across loaded plans$6,041,170
Total reported assets$6M$6,041,170
Total reported participants153
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$6M total assets
Net assets$6MLiabilities
Contributions & income
Employer contributions$97K
Participant contributions$354.8K
Total income / additions$1.2M
Expenses & distributions
Benefits paid / distributions$585.3K
Total expenses$598K
Net increase / (decrease)$592.2K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Niagra Falls market comparison

Largest plan share of assets69%Washington Mills Electro Minerals Corporation 401(K) Plan For Hourly Rated Employees Of United Steel Workers. Afl-Cio Local 4-2058
Participants per plan77Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Niagra Falls

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

  1. 1
  2. 2
    Washington Mills Hennepin, Inc. · 2023

What to inspect next

Frequently asked questions

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

Related Form 5500 pages