Olean, 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, Olean, NY has 21 loaded benefit plan(s) reported by 9 plan sponsor(s), with $447,971,957 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
21
Plan sponsors
9
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$447,971,957
Total reported liabilities (EOY)
$3,853
Total reported net assets (EOY)
$447,968,104

Contributions & income

Employer contributions
$9,600,541
Participant contributions
$11,439,690
Total income / additions
$95,664,475

Expenses & distributions

Benefits paid / distributions
$31,675,990
Total expenses
$33,926,243
Net increase / (decrease)
$61,738,232

Coverage

Total reported participants
9,925
Plans with financial statements
13
Plans with provider compensation
13

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

Largest loaded plans in Olean, NY
PlanSponsorReported assets (EOY)Year
Cutco Corporation Salaried Employees' Savings PlanCutco Corporation$126,356,7912023
Olean General Hospital Savings Incentive PlanOlean General Hospital$75,537,0402023
Cutco Cutlery Corporation Hourly Savings PlanCutco Cutlery Corporation$71,816,6582023
Cutco Corporation Hourly Employees Pension PlanCutco Corporation$39,695,8812023
Olean Medical Practice Pllc Retirement PlanOlean Medical Practice Pllc$31,632,9582023
Cutco Corporation Salaried Employees Pension PlanCutco Corporation$26,348,9352023
Bradford Hospital Retirement PlanOlean General Hospital$24,527,2072023
Pension Program For Employees Of Olean General HospitalOlean General Hospital$19,129,4462023
Iroquois Group Inc 401(K) Profit Sharing Plan & TrustIroquois Group Inc$16,748,7772023
The Rehabilitation Center Retirement PlanCattaraugus Rehabilitation Center, Inc.$10,063,9812023
Universal Primary Care 403(B) PlanSouthern Tier Community Health Center Network, Inc.$5,218,9162023
Al Lemon Service Inc 401k ProfitAl Lemon Service Inc 401k Profit$678,7462023
Terrance Grant & Company 401 (K) Plan QrpTerrance Grant & Company 401 (K) Plan Qrp$216,6212023
Group Ins Plan For Employees Of Cutco CorporationCutco Corporationnot reported in the loaded dataset2023
Community Blue Plan For Employees Of Olean General HospitalOlean General Hospitalnot reported in the loaded dataset2023
Dental PlanOlean General Hospitalnot reported in the loaded dataset2023
Olean Ad&D, Ltd And Life PlanOlean General Hospitalnot reported in the loaded dataset2023
Cattaraugus Rehabilitation Center, Inc Section 125 Flexible Benefits PlanCattaraugus Rehabilitation Center, Inc.not reported in the loaded dataset2023
Cattaraugus Rehabilitation Center, Inc Welfare Benefits PlanCattaraugus Rehabilitation Center, Inc.not reported in the loaded dataset2023
Cattaraugus Rehabilitation Center, Inc Section 105(H) Health Reimbursement Arrangement PlanCattaraugus Rehabilitation Center, Inc.not reported in the loaded dataset2023
Olean Medical Practice, Pllc Section 125 Flexible Benefit PlanOlean Medical Practice, Pllcnot reported in the loaded dataset2023

Related Form 5500 pages