Plan5500

Owego, 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, Owego, NY has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $49,787,840 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
5
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$49.8MSummed across loaded plans$49,778,175
Total reported assets$49.8M$49,787,840
Total reported participants1.2K1,213
Total reported liabilities$9.7K$9,665

Reported net position

Reported assets = net assets + liabilities (summed)$49.8M total assets
Net assets$49.8MLiabilities$9.7K
Contributions & income
Employer contributions$1.6M
Participant contributions$2.8M
Total income / additions$11.9M
Expenses & distributions
Benefits paid / distributions$6.2M
Total expenses$6.4M
Net increase / (decrease)$5.5M

Data coverage

Plans with financial statements5 / 6 (83%)
Plans with provider compensation3 / 6 (50%)

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

Owego market comparison

Largest plan share of assets43%Wagner Hardwoods LLC 401(K) Retirement Plan
Participants per plan202Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Owego

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

  1. 1
    Wagner Hardwoods LLC 401(K) Retirement Plan$21.2M
    Wagner Hardwoods LLC · 2023
  2. 2
    Wagner Hardwoods LLC 401(K) Retirement Plan$21.2M
    Wagner Hardwoods LLC · 2023
  3. 3
    403(B) Thrift Plan For Employees Of Tioga Opportunities, Inc.$4.9M
    Tioga Opportunities, Inc. · 2023
  4. 4
    Scott Smith & Son, Inc. Employees Profit Sharing 401(K) Plan And Trust$2.5M
    Scott Smith & Son, Inc. · 2023
  5. 5
    Scott Smith & Son Inc Group Dental Plan$8.8K
    Scott Smith & Son Inc · 2023
  6. 6
    Weitsman Recycling LLC Employee Benefits Plannot reported in the loaded dataset
    Weitsman Recycling LLC · 2023

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

Related Form 5500 pages