How many Form 5500 benefit plans are loaded for Pawling, NY?

2 plan(s) reported by 1 sponsor(s) are loaded for Pawling, NY.

Pawling, 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, Pawling, NY has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $29,949,523 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: 1
Latest filing year: 2023

What stands out in Pawling

2 loaded plans hold $29.9M in reported assets across 1 sponsors.
The largest, Trinity-Pawling School Retirement Plan, holds 100% of reported Pawling plan assets.
Plans cover 401 participants — about 201 per plan.
50% of loaded plans report full Schedule H/I financial statements.
50% report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$29.9MSummed across loaded plans$29,949,523

Total reported assets$29.9M$29,949,523

Total reported participants401

Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$29.9M total assets

Net assets$29.9MLiabilities—

Contributions & income

Employer contributions$647.4K

Participant contributions$546.5K

Total income / additions$4.8M

Expenses & distributions

Benefits paid / distributions$947.3K

Total expenses$988.4K

Net increase / (decrease)$3.8M

Data coverage

Plans with financial statements1 / 2 (50%)

Plans with provider compensation1 / 2 (50%)

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

Pawling market comparison

Largest plan share of assets100%Trinity-Pawling School Retirement Plan

Participants per plan201Average across loaded plans

Plan sponsors1

Ranked by reported assets

Largest loaded plans in Pawling

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

1
Trinity-Pawling School Retirement Plan$29.9M
Trinity-Pawling School · 2023
2
Trinity Pawling School Employee Benefit Plannot reported in the loaded dataset
Trinity Pawling School · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Pawling, NY?: 2 plan(s) reported by 1 sponsor(s) are loaded for Pawling, NY.