Plan5500

Patterson, 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, Patterson, NY has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $1,415,353 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Patterson

  • 3 loaded plans hold $1.4M in reported assets across 3 sponsors.
  • The largest, Gpdi 401k, holds 96% of reported Patterson plan assets.
  • Plans cover 175 participants — about 58 per plan.
  • 67% 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$1.4MSummed across loaded plans$1,415,353
Total reported assets$1.4M$1,415,353
Total reported participants175
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.4M total assets
Net assets$1.4MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$1.4M
Expenses & distributions
Benefits paid / distributions$0
Total expenses$770
Net increase / (decrease)$1.4M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation0 / 3 ()

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

Patterson market comparison

Largest plan share of assets96%Gpdi 401k
Participants per plan58Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Patterson

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

  1. 1
    Gpdi 401k$1.4M
    General Putnam Developers, Inc. · 2023
  2. 2
    Scotty'S Putnam Lake Wines & Liquors, Inc. 401(K) Plan$51K
    Scotty'S Putnam Lake Wines & Liquors, Inc. · 2023
  3. 3
    Clancy Relocation & Logistics Benefit Plannot reported in the loaded dataset
    Clancy Relocation & Logistics · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Patterson, NY?
3 plan(s) reported by 3 sponsor(s) are loaded for Patterson, NY.

Related Form 5500 pages