Purchase, 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, Purchase, NY has 52 loaded benefit plan(s) reported by 27 plan sponsor(s), with $56,466,502,701 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
52
Plan sponsors
27
Latest filing year
2023

What stands out in Purchase

  • 52 loaded plans hold $56.5B in reported assets across 27 sponsors.
  • The largest, The Pepsico Savings Plan, holds 24% of reported Purchase plan assets.
  • Plans cover 786,152 participants — about 15,118 per plan.
  • 62% of loaded plans report full Schedule H/I financial statements.
  • 44% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$56.4BSummed across loaded plans$56,415,079,636
Total reported assets$56.5B$56,466,502,701
Total reported participants786.2K786,152
Total reported liabilities$51.4M$51,423,065

Reported net position

Reported assets = net assets + liabilities (summed)$56.5B total assets
Net assets$56.4BLiabilities$51.4M
Contributions & income
Employer contributions$836.9M
Participant contributions$1B
Total income / additions$8.8B
Expenses & distributions
Benefits paid / distributions$2.7B
Total expenses$2.8B
Net increase / (decrease)$6B

Data coverage

Plans with financial statements32 / 52 (62%)
Plans with provider compensation23 / 52 (44%)

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

Purchase market comparison

Largest plan share of assets24%The Pepsico Savings Plan
Participants per plan15,118Average across loaded plans
Plan sponsors27
Ranked by reported assets

Largest loaded plans in Purchase

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

  1. 1
    Pepsico, Inc. · 2023
  2. 2
  3. 3
  4. 4
    Pepsico, Inc. · 2023
  5. 5
  6. 6
    Mastercard International Incorporated · 2023
  7. 7
    Atlas Air, Inc. · 2023
  8. 8
    Central National Gottesman Inc. · 2023
  9. 9
    Teladoc Health, Inc. · 2023
  10. 10
    Mbia Inc. · 2023
  11. 11
    Central National Gottesman Inc. · 2023
  12. 12
    Mbia Inc. · 2023
  13. 13
    Manhattanville College · 2023
  14. 14
    United States Tennis Association · 2023
  15. 15
    Central National Gottesman Inc · 2023
  16. 16
    Townsquare Media, Inc. · 2023
  17. 17
    Triton Container International, Incorporated Of North America · 2023
  18. 18
    Kobrand Corporation · 2023
  19. 19
  20. 20
    Tdx Construction Corporation · 2023
  21. 21
    Proterial America, Ltd. · 2023
  22. 22
    Ota Management LLC · 2023
  23. 23
    Alpine Saxon Woods LLC · 2023
  24. 24
    Alpine Saxon Woods LLC · 2023
  25. 25
    Greywolf Capital Management Lp · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Purchase, NY?
52 plan(s) reported by 27 sponsor(s) are loaded for Purchase, NY.

Related Form 5500 pages