Poughkeepsie, 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, Poughkeepsie, NY has 81 loaded benefit plan(s) reported by 49 plan sponsor(s), with $3,359,332,394 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 81
- Plan sponsors
- 49
- Latest filing year
- 2023
What stands out in Poughkeepsie
- 81 loaded plans hold $3.4B in reported assets across 49 sponsors.
- The largest, Retirement Income Plan Of Central Hudson Gas & Electric Corp., holds 22% of reported Poughkeepsie plan assets.
- Plans cover 33,031 participants — about 408 per plan.
- 73% of loaded plans report full Schedule H/I financial statements.
- 41% report Schedule C provider compensation.
Reported financial aggregate
Reported net position
Data coverage
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Poughkeepsie, 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.
Poughkeepsie market comparison
Largest loaded plans in Poughkeepsie
Bars show each plan's reported end-of-year assets relative to the largest.
- 1Central Hudson Gas & Electric Corp · 2023
- 2
- 3Central Hudson Gas & Electric Corporation · 2023
- 4
- 5
- 6Marshall & Sterling Enterprises, Inc. · 2023
- 7Central Hudson Gas & Electric Corporation · 2023
- 8
- 9
- 10
- 11
- 12
- 13Staff-Line, Inc. Dba Ethan Allen Hr Services · 2023
- 14
- 15Premier Medical Group Of The Hudson Valley, Pc · 2023
- 16
- 17
- 18
- 19
- 20
- 21
- 22
- 23
- 24
- 25Kearney-National, Inc. · 2023
Largest plans in Poughkeepsie → · Poughkeepsie plans by participants → · Poughkeepsie plans with financial data → · Poughkeepsie plans with provider compensation → · $1B+ plans in Poughkeepsie →
Frequently asked questions
- How many Form 5500 benefit plans are loaded for Poughkeepsie, NY?
- 81 plan(s) reported by 49 sponsor(s) are loaded for Poughkeepsie, NY.
Related Form 5500 pages
- All NY Form 5500 filings
- Retirement Income Plan Of Central Hudson Gas & Electric Corp. (plan 001)
- Central Hudson Gas & Electric Corp — all reported plans
- Vassar College 403(B) Retirement Plan (plan 002)
- Vassar College — all reported plans
- Central Hudson Gas & Electric Corporation Savings Incentive Plan (plan 004)
- Central Hudson Savings Plans Master Trust (plan 006)
- Marist College Defined Contribution Retirement Plan (plan 001)
- Marist College — all reported plans
- Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan (plan 003)
- Marshall & Sterling Enterprises, Inc. — all reported plans
- Central Hudson Gas & Electric Corporation Welfare Benefit Plan For Retirees (plan 502)
- H.O. Penn 401(K) & Profit Sharing Plan And Trust (plan 005)
- H.O. Penn Machinery Company, Inc. — all reported plans
- Hvcu 401(K) Plan (plan 002)
- Hudson Valley Credit Union — all reported plans
- Marshall & Sterling Enterprises, Inc. 401(K) Plan (plan 004)
- Vassar College Defined Benefit Pension Plan (plan 001)
- Adams Fairacre Farms, Inc. 401(K) Plan (plan 001)
- Adams Fairacre Farms, Inc. — all reported plans
- Ethan Allen Hr Services Retirement Savings Plan (plan 333)
- Staff-Line, Inc. Dba Ethan Allen Hr Services — all reported plans
- Hudson Valley Radiologists, P.C. Retirement Trust (plan 004)
- Hudson Valley Radiologists, P.C. — all reported plans
- Premier Medical Group Of The Hudson Valley, Pc 401k Profit Sharing Plan & Trust (plan 002)
- Premier Medical Group Of The Hudson Valley, Pc — all reported plans
- Methodology
- Data sources