Plan5500

Ontario, 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, Ontario, NY has 7 loaded benefit plan(s) reported by 5 plan sponsor(s), with $56,328,715 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
5
Latest filing year
2023

What stands out in Ontario

  • 7 loaded plans hold $56.3M in reported assets across 5 sponsors.
  • The largest, Optimax Systems, Inc. 401(K) Profit Sharing Plan, holds 49% of reported Ontario plan assets.
  • Plans cover 1,530 participants — about 219 per plan.
  • 71% of loaded plans report full Schedule H/I financial statements.
  • 43% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$56.3MSummed across loaded plans$56,328,715
Total reported assets$56.3M$56,328,715
Total reported participants1.5K1,530
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$56.3M total assets
Net assets$56.3MLiabilities$0
Contributions & income
Employer contributions$1.4M
Participant contributions$4.6M
Total income / additions$15.7M
Expenses & distributions
Benefits paid / distributions$5.8M
Total expenses$5.8M
Net increase / (decrease)$9.9M

Data coverage

Plans with financial statements5 / 7 (71%)
Plans with provider compensation3 / 7 (43%)

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

Ontario market comparison

Largest plan share of assets49%Optimax Systems, Inc. 401(K) Profit Sharing Plan
Participants per plan219Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Ontario

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

  1. 1
    Optimax Systems, Inc. 401(K) Profit Sharing Plan$27.7M
    Optimax Systems, Inc. · 2023
  2. 2
    Harbec 401(K) Plan$8.8M
    Harbec Inc · 2023
  3. 3
    Photon Gear Inc. 401(K) Profit Sharing Plan$8.8M
    Photon Gear Inc · 2023
  4. 4
    Optipro Systems, LLC 401(K) Savings Plan$7.7M
    Optipro Systems, LLC · 2023
  5. 5
    Weco Manufacturing Savings And Retirement Plan$3.3M
    Weco Manufacturing Group · 2023
  6. 6
    Optimax Systems, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Optimax Systems, Inc. · 2023
  7. 7
    Optipro Systems LLCnot reported in the loaded dataset
    Optipro Systems LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Ontario, NY?
7 plan(s) reported by 5 sponsor(s) are loaded for Ontario, NY.

Related Form 5500 pages