Schenectady, 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, Schenectady, NY has 72 loaded benefit plan(s) reported by 43 plan sponsor(s), with $13,004,440,792 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
72
Plan sponsors
43
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$13,004,440,792
Total reported liabilities (EOY)
$12,410,681
Total reported net assets (EOY)
$12,992,841,710

Contributions & income

Employer contributions
$120,180,413
Participant contributions
$59,004,844
Total income / additions
$1,084,108,181

Expenses & distributions

Benefits paid / distributions
$275,650,985
Total expenses
$292,158,073
Net increase / (decrease)
$791,950,108

Coverage

Total reported participants
89,437
Plans with financial statements
45
Plans with provider compensation
33

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

Largest loaded plans in Schenectady, NY
PlanSponsorReported assets (EOY)Year
Ge Energy Pension Master TrustRopcor, Inc.$9,928,746,7732023
Northeast Grocery 401(K) PlanNortheast Grocery, Inc.$491,486,7602023
Ibew Local No. 236 Pension PlanIbew Local No. 236 Pension Plan$387,153,4772023
Union College Retirement PlanUnion College$384,396,6942023
Golub Corporation Employees Retirement PlanGolub Corporation$369,927,1472023
Mvp 401(K) PlanMvp Service Corp.$289,957,6262023
Ellis Hospital Employees Defined Contribution Retirement PlanEllis Hospital$253,770,1852023
Momentive Performance Materials Inc. Pension PlanMomentive Performance Materials Inc$140,220,4112023
Ibew Local No. 236 Health & Benefit FundIbew Local No. 236 Health And Benefit Fu$120,295,2122023
Ibew Local No. 236 Annuity PlanIbew Local No. 236 Annuity Plan$115,584,0292023
Golub Corporation Profit Sharing PlanGolub Corporation$103,107,3312023
Laborers' Local #157 Pension FundLaborers' Local #157 Pension Fund$92,997,9702023
Employees' Retirement Plan Of Ellis HospitalEllis Medicine$54,015,9432023
Schenectady Steel Co., Inc. Employee Stock Ownership PlanSchenectady Steel Co., Inc.$28,590,9172023
Laborers' Local #157 Annuity FundLaborers' Local #157 Annuity Fund$27,001,4752023
Von Roll Usa, Inc. Savings PlanVon Roll Usa, Inc.$20,836,5692023
Kingsway Community / Mohawk Ambulance 401(K) PlanKingsway Arms Nursing Center, Inc.$19,282,0572023
Laborers' Local 157 Health Benefits FundLaborers' Local 157 Health Benefits Fund$18,249,2472023
Capital Region Gaming, LLC PlanCapital Region Gaming, LLC$17,868,7862023
Logic Technology, Inc. 401(K) PlanLogic Technology, Inc.$16,307,4672023
Golub Corporation Qualified Security PlanGolub Corporation$15,472,7682023
Aaa Northway, Inc. Profit Sharing 401(K) PlanAaa Northway, Inc.$12,531,1582023
Rotterdam Ventures, Inc. Employees Savings Plan And TrustRotterdam Ventures, Inc.$12,206,8472023
Agri Business Child Development 403(B) Dc PlanNew York State Federation Of Growers And Processors' Association, Inc$12,048,5432023
Von Roll Usa, Inc. Employees' Pension PlanVon Roll Usa, Inc.$12,000,9512023

Related Form 5500 pages