Plan5500

Penn Yan, 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, Penn Yan, NY has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $14,993,158 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 Penn Yan

  • 5 loaded plans hold $15M in reported assets across 4 sponsors.
  • The largest, Finger Lakes Community Health 401(K) Profit Sharing Plan, holds 64% of reported Penn Yan plan assets.
  • Plans cover 681 participants — about 136 per plan.
  • 60% 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$15MSummed across loaded plans$14,993,158
Total reported assets$15M$14,993,158
Total reported participants681
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$15M total assets
Net assets$15MLiabilities$0
Contributions & income
Employer contributions$387.7K
Participant contributions$900.7K
Total income / additions$3.8M
Expenses & distributions
Benefits paid / distributions$1M
Total expenses$1M
Net increase / (decrease)$2.8M

Data coverage

Plans with financial statements3 / 5 (60%)
Plans with provider compensation1 / 5 (20%)

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

Penn Yan market comparison

Largest plan share of assets64%Finger Lakes Community Health 401(K) Profit Sharing Plan
Participants per plan136Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Penn Yan

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

  1. 1
    Finger Lakes Community Health 401(K) Profit Sharing Plan$9.7M
    Finger Lakes Community Health · 2023
  2. 2
    Rpm Technik, Inc. 401(K) Plan$5.2M
    Rpm Technik, Inc. · 2023
  3. 3
    Mark C. Malcolm Ii 401(K) Plan$110.4K
    Mark C. Malcolm Ii · 2023
  4. 4
    Coach & Equipment Manufacturing Corp. Welfare Benefit Plannot reported in the loaded dataset
    Coach & Equipment Manufacturing Corp. · 2023
  5. 5
    Finger Lakes Community Health - Welfare Benefit Plannot reported in the loaded dataset
    Finger Lakes Community Health Center · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages