Potsdam, 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, Potsdam, NY has 9 loaded benefit plan(s) reported by 7 plan sponsor(s), with $547,658,339 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 9
- Plan sponsors
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $547,658,339
- Total reported liabilities (EOY)
- $29,700,000
- Total reported net assets (EOY)
- $517,958,339
Contributions & income
- Employer contributions
- $15,835,027
- Participant contributions
- $15,991,994
- Total income / additions
- $99,225,681
Expenses & distributions
- Benefits paid / distributions
- $67,979,645
- Total expenses
- $68,811,978
- Net increase / (decrease)
- $30,413,703
Coverage
- Total reported participants
- 8,446
- Plans with financial statements
- 5
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Potsdam, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Clarkson University Pension Plan | Clarkson University | $351,152,190 | 2023 |
| St. Lawrence Health System 403(B) Retirement Plan | St. Lawrence Health System, Inc. | $148,701,814 | 2023 |
| Retirement Plan For Employees Of Canton-Potsdam Hospital | Canton-Potsdam Hospital | $37,615,702 | 2023 |
| Potsdam Specialty Paper, Inc. 401k Profit Sharing Plan | Potsdam Specialty Paper Inc. | $10,109,556 | 2023 |
| Truck Drivers And Helpers Local 687 Insurance Trust | Truck Drivers & Helpers Local 687 Insurance Trust | $79,077 | 2023 |
| Group Supplemental Retirement Plan | Citec, Inc | not reported in the loaded dataset | 2023 |
| Clarkson University Health & Welfare Benefits Plan | Clarkson University | not reported in the loaded dataset | 2023 |
| St. Lawrence Health System Welfare Benefit Plan For Canton-Potsdam Hospital | Canton-Potsdam Hospital | not reported in the loaded dataset | 2023 |
| Lavalle Transportation, Inc Welfare Benefits Plan | Lavalle Transportation, Inc | not reported in the loaded dataset | 2023 |
Largest plans in Potsdam → · Potsdam plans by participants → · Potsdam plans with financial data → · Potsdam plans with provider compensation → · $1B+ plans in Potsdam →
Related Form 5500 pages
- All NY Form 5500 filings
- Clarkson University Pension Plan (plan 001)
- Clarkson University — all reported plans
- St. Lawrence Health System 403(B) Retirement Plan (plan 002)
- St. Lawrence Health System, Inc. — all reported plans
- Retirement Plan For Employees Of Canton-Potsdam Hospital (plan 001)
- Canton-Potsdam Hospital — all reported plans
- Potsdam Specialty Paper, Inc. 401k Profit Sharing Plan (plan 001)
- Potsdam Specialty Paper Inc. — all reported plans
- Truck Drivers And Helpers Local 687 Insurance Trust (plan 501)
- Truck Drivers & Helpers Local 687 Insurance Trust — all reported plans
- Group Supplemental Retirement Plan (plan 001)
- Citec, Inc — all reported plans
- Clarkson University Health & Welfare Benefits Plan (plan 502)
- St. Lawrence Health System Welfare Benefit Plan For Canton-Potsdam Hospital (plan 501)
- Lavalle Transportation, Inc Welfare Benefits Plan (plan 501)
- Lavalle Transportation, Inc — all reported plans
- Methodology
- Data sources