Plan5500

Schuylerville, 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, Schuylerville, NY has 3 loaded benefit plan(s) reported by 1 plan sponsor(s), with $134,633,366 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
1
Latest filing year
2023

What stands out in Schuylerville

  • 3 loaded plans hold $134.6M in reported assets across 1 sponsors.
  • The largest, The Fort Miller Group Incentive Savings Plan, holds 55% of reported Schuylerville plan assets.
  • Plans cover 1,321 participants — about 440 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$106.6MSummed across loaded plans$106,600,934
Total reported assets$134.6M$134,633,366
Total reported participants1.3K1,321
Total reported liabilities$28M$28,032,432

Reported net position

Reported assets = net assets + liabilities (summed)$134.6M total assets
Net assets$106.6MLiabilities$28M
Contributions & income
Employer contributions$4.1M
Participant contributions$2.7M
Total income / additions$26.1M
Expenses & distributions
Benefits paid / distributions$8.1M
Total expenses$8.8M
Net increase / (decrease)$17.3M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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

Schuylerville market comparison

Largest plan share of assets55%The Fort Miller Group Incentive Savings Plan
Participants per plan440Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Schuylerville

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

  1. 1
    The Fort Miller Group Incentive Savings Plan$73.7M
    The Fort Miller Group, Inc. · 2023
  2. 2
    The Fort Miller Group, Inc. Employee Stock Ownership Plan$61M
    The Fort Miller Group, Inc. · 2023
  3. 3
    The Fort Miller Group Health & Welfare Employee Benefits Plannot reported in the loaded dataset
    The Fort Miller Group, Inc. · 2023

Largest plans in Schuylerville → · Schuylerville plans by participants → · Schuylerville plans with financial data → · Schuylerville plans with provider compensation → · $1B+ plans in Schuylerville →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Schuylerville, NY?
3 plan(s) reported by 1 sponsor(s) are loaded for Schuylerville, NY.

Related Form 5500 pages