Saratoga Springs, 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, Saratoga Springs, NY has 57 loaded benefit plan(s) reported by 30 plan sponsor(s), with $1,927,194,665 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 57
- Plan sponsors
- 30
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,927,194,665
- Total reported liabilities (EOY)
- $46,759,266
- Total reported net assets (EOY)
- $1,880,435,399
Contributions & income
- Employer contributions
- $56,701,226
- Participant contributions
- $47,201,482
- Total income / additions
- $376,295,649
Expenses & distributions
- Benefits paid / distributions
- $158,091,018
- Total expenses
- $160,567,406
- Net increase / (decrease)
- $215,728,243
Coverage
- Total reported participants
- 36,184
- Plans with financial statements
- 34
- Plans with provider compensation
- 20
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Saratoga Springs, 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 |
|---|---|---|---|
| Stewart'S Shops Corp Employee Stock Ownership Plan | Stewart'S Shops Corp | $876,575,830 | 2023 |
| Skidmore 403(B) Retirement Plan | Skidmore College | $345,071,551 | 2023 |
| Retirement Plan Of Saratoga Hospital | Saratoga Hospital | $321,973,883 | 2023 |
| New Country Motor Car Salary Deferral 401(K) Plan | New Country Motor Car Group, Inc. | $72,861,726 | 2023 |
| The Adirondack Trust Company Employee Stock Ownership Plan | The Adirondack Trust Company | $71,027,588 | 2023 |
| Fingerpaint Marketing, Inc. 401(K) Plan | Fingerpaint Marketing, Inc. | $53,255,360 | 2023 |
| The Adirondack Trust Company Employees' Pension Plan | The Adirondack Trust Company | $46,354,213 | 2023 |
| Saratoga Gaming And Raceway 401(K) Plan | Saratoga Harness Racing, Inc. | $17,744,160 | 2023 |
| Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust | Espey Mfg. & Electronics Corp. | $14,389,422 | 2023 |
| Espey Mfg & Electronics Corp. 401(K) Savings Plan | Espey Mfg. & Electronics Corp. | $13,900,087 | 2023 |
| Railroad19, Inc. Profit Sharing Plan | Railroad19, Inc. | $10,853,438 | 2023 |
| Wesley Health Care Center, Inc. 401(K) Savings Plan | Wesley Health Care Center, Inc. | $10,624,214 | 2023 |
| Bonacio Construction 401(K) Plan | Bonacio Construction Co. Inc. | $10,408,604 | 2023 |
| Aim Services, Inc. 403(B) Plan | Aim Services, Inc. | $9,751,043 | 2023 |
| Turbine Services, Ltd. 401(K) Profit Sharing Plan | Turbine Services, Ltd. | $9,143,035 | 2023 |
| Prime Group Holdings, LLC Retirement Trust | Prime Group Holdings, LLC | $6,941,984 | 2023 |
| Davin Healthcare Workforce Solutions, Inc. 401(K) Profit Sharing Plan | Davin Healthcare Workforce Solutions, Inc | $5,634,030 | 2023 |
| Saratoga Motors Inc. 401(K) Profit Sharing Plan & Trust | Saratoga Motors Inc | $5,502,312 | 2023 |
| Skidmore College 403(B) Retirement Plan For Employees Represented By Upseu Local 1222 | Skidmore College | $4,821,053 | 2023 |
| Van Jan Cabarets 401(K) Plan | Van Jan Cabarets, Inc. | $3,567,388 | 2023 |
| Davin Healthcare Workforce Solutions, Inc. Employee Stock Ownership Plan | Davin Healthcare Workforce Solutions, Inc. | $3,565,305 | 2023 |
| Ibew Local 1799 Pension Fund | Board Of Trustees For The Ibew Local 1799 Pension | $2,860,395 | 2023 |
| Kings, Queens & Jacks, LLC 401(K) Plan | Saratoga Harness Racing, Inc. | $2,061,793 | 2023 |
| Greenfield Manufacturing, Inc. 401(K) Profit Sharing Plan And Trust | Greenfield Manufacturing, Inc. | $1,926,293 | 2023 |
| Peregrine Market Access 401(K) Plan | Peregrine Market Access | $1,599,443 | 2023 |
Largest plans in Saratoga Springs → · Saratoga Springs plans by participants → · Saratoga Springs plans with financial data → · Saratoga Springs plans with provider compensation → · $1B+ plans in Saratoga Springs →
Related Form 5500 pages
- All NY Form 5500 filings
- Stewart'S Shops Corp Employee Stock Ownership Plan (plan 001)
- Stewart'S Shops Corp — all reported plans
- Skidmore 403(B) Retirement Plan (plan 002)
- Skidmore College — all reported plans
- Retirement Plan Of Saratoga Hospital (plan 001)
- Saratoga Hospital — all reported plans
- New Country Motor Car Salary Deferral 401(K) Plan (plan 001)
- New Country Motor Car Group, Inc. — all reported plans
- The Adirondack Trust Company Employee Stock Ownership Plan (plan 002)
- The Adirondack Trust Company — all reported plans
- Fingerpaint Marketing, Inc. 401(K) Plan (plan 001)
- Fingerpaint Marketing, Inc. — all reported plans
- The Adirondack Trust Company Employees' Pension Plan (plan 001)
- Saratoga Gaming And Raceway 401(K) Plan (plan 001)
- Saratoga Harness Racing, Inc. — all reported plans
- Espey Mfg. & Electronics Corp. Employee Retirement Plan & Trust (plan 001)
- Espey Mfg. & Electronics Corp. — all reported plans
- Espey Mfg & Electronics Corp. 401(K) Savings Plan (plan 002)
- Railroad19, Inc. Profit Sharing Plan (plan 001)
- Railroad19, Inc. — all reported plans
- Wesley Health Care Center, Inc. 401(K) Savings Plan (plan 001)
- Wesley Health Care Center, Inc. — all reported plans
- Bonacio Construction 401(K) Plan (plan 001)
- Bonacio Construction Co. Inc. — all reported plans
- Aim Services, Inc. 403(B) Plan (plan 001)
- Aim Services, Inc. — all reported plans
- Turbine Services, Ltd. 401(K) Profit Sharing Plan (plan 001)
- Turbine Services, Ltd. — all reported plans
- Methodology
- Data sources