Plan5500

Skaneateles, 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, Skaneateles, NY has 7 loaded benefit plan(s) reported by 5 plan sponsor(s), with $88,729,741 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
5
Latest filing year
2023

What stands out in Skaneateles

  • 7 loaded plans hold $88.7M in reported assets across 5 sponsors.
  • The largest, Tessy 401(K) Retirement Plan, holds 85% of reported Skaneateles plan assets.
  • Plans cover 2,811 participants — about 402 per plan.
  • 71% of loaded plans report full Schedule H/I financial statements.
  • 29% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$88.7MSummed across loaded plans$88,729,741
Total reported assets$88.7M$88,729,741
Total reported participants2.8K2,811
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$88.7M total assets
Net assets$88.7MLiabilities$0
Contributions & income
Employer contributions$3.5M
Participant contributions$7M
Total income / additions$24.8M
Expenses & distributions
Benefits paid / distributions$6.5M
Total expenses$6.7M
Net increase / (decrease)$18.1M

Data coverage

Plans with financial statements5 / 7 (71%)
Plans with provider compensation2 / 7 (29%)

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

Skaneateles market comparison

Largest plan share of assets85%Tessy 401(K) Retirement Plan
Participants per plan402Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Skaneateles

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

  1. 1
    Tessy 401(K) Retirement Plan$75.4M
    Tessy Plastics Corp · 2023
  2. 2
    50 State LLC 401(K) Plan$5.7M
    50 State LLC · 2023
  3. 3
    Victory Retirement 401(K) Profit Sharing Plan$3.6M
    Marc P. Pietropaoli, Md, P.C. · 2023
  4. 4
    Richard B. Evans, M.D. Money Purchase & Keogh Plan$2.3M
    Richard Evans Md · 2023
  5. 5
    Mirbeau Inn & Spa 401(K) Profit Sharing Plan$1.8M
    Mirbeau Of Skaneateles Lp Dba Mirbeau Inn & Spa · 2023
  6. 6
    Tessy Plastics Corp Health And Dental Plannot reported in the loaded dataset
    Tessy Plastics Corp · 2023
  7. 7
    Mirbeau Inn & Spa Employee Benefits Plannot reported in the loaded dataset
    Mirbeau Inn & Spa · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Skaneateles, NY?
7 plan(s) reported by 5 sponsor(s) are loaded for Skaneateles, NY.

Related Form 5500 pages