Plan5500

Pleasant Valley, 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, Pleasant Valley, NY has 3 loaded benefit plan(s) reported by 1 plan sponsor(s), with $9,684,192 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
1
Latest filing year
2023

What stands out in Pleasant Valley

  • 3 loaded plans hold $9.7M in reported assets across 1 sponsors.
  • The largest, New Horizons Resources, Inc. 403(B) Plan, holds 100% of reported Pleasant Valley plan assets.
  • Plans cover 969 participants — about 323 per plan.
  • 33% 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$9.7MSummed across loaded plans$9,684,192
Total reported assets$9.7M$9,684,192
Total reported participants969
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$9.7M total assets
Net assets$9.7MLiabilities—
Contributions & income
Employer contributions$326.3K
Participant contributions$646.2K
Total income / additions$2.4M
Expenses & distributions
Benefits paid / distributions$550.1K
Total expenses$561K
Net increase / (decrease)$1.9M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation0 / 3 ()

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

Pleasant Valley market comparison

Largest plan share of assets100%New Horizons Resources, Inc. 403(B) Plan
Participants per plan323Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Pleasant Valley

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

  1. 1
    New Horizons Resources, Inc. 403(B) Plan$9.7M
    New Horizons Resources, Inc. · 2023
  2. 2
    New Horizons Resources, Inc. Welfare Benefits Plannot reported in the loaded dataset
    New Horizons Resources, Inc. · 2023
  3. 3
    New Horizons Resources, Inc. Deductible Share Health Reimbursement Arrangementnot reported in the loaded dataset
    New Horizons Resources, Inc · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Pleasant Valley, NY?
3 plan(s) reported by 1 sponsor(s) are loaded for Pleasant Valley, NY.

Related Form 5500 pages