Plan5500

Penfield, 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, Penfield, NY has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $15,568,942 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
4
Latest filing year
2023

What stands out in Penfield

  • 5 loaded plans hold $15.6M in reported assets across 4 sponsors.
  • The largest, Popli, Architecture Engineering & L.S. D.P.C. Savings And Investment Plan, holds 82% of reported Penfield plan assets.
  • Plans cover 448 participants — about 90 per plan.
  • 80% of loaded plans report full Schedule H/I financial statements.
  • 20% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$15.6MSummed across loaded plans$15,568,942
Total reported assets$15.6M$15,568,942
Total reported participants448
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$15.6M total assets
Net assets$15.6MLiabilities$0
Contributions & income
Employer contributions$844.6K
Participant contributions$1.4M
Total income / additions$4.8M
Expenses & distributions
Benefits paid / distributions$1.3M
Total expenses$1.3M
Net increase / (decrease)$3.6M

Data coverage

Plans with financial statements4 / 5 (80%)
Plans with provider compensation1 / 5 (20%)

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

Penfield market comparison

Largest plan share of assets82%Popli, Architecture Engineering & L.S. D.P.C. Savings And Investment Plan
Participants per plan90Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Penfield

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

  1. 1
    Popli, Architecture Engineering & L.S. D.P.C. Savings And Investment Plan$12.7M
    Popli, Architecture Engineering & L.S. D.P.C. · 2023
  2. 2
    Jordan Products, Inc. 401(K) Profit Sharing Plan$1.6M
    Jordan Products, Inc. · 2023
  3. 3
    Consumer Insights Inc 401(K) Profit Sharing Plan & Trust$990.4K
    Consumer Insights Inc · 2023
  4. 4
    Ethanmaya Development Corp 401(K) Plan$236.4K
    Ethanmaya Development Corp · 2023
  5. 5
    Popli Design Group Welfare Benefit Plannot reported in the loaded dataset
    Popli, Architecture Engineering & L.S. D.P.C. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Penfield, NY?
5 plan(s) reported by 4 sponsor(s) are loaded for Penfield, NY.

Related Form 5500 pages