Plan5500

Spencer, 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, Spencer, NY has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $3,702,082 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Spencer

  • 2 loaded plans hold $3.7M in reported assets across 2 sponsors.
  • The largest, Tioga State Bank Pension Plan As A Member Of The New York State Bankers Retirement System, holds 93% of reported Spencer plan assets.
  • Plans cover 82 participants — about 41 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.7MSummed across loaded plans$3,702,082
Total reported assets$3.7M$3,702,082
Total reported participants82
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$3.7M total assets
Net assets$3.7MLiabilities—
Contributions & income
Employer contributions$89.3K
Participant contributionsNot reported
Total income / additions$796.5K
Expenses & distributions
Benefits paid / distributions$371.8K
Total expenses$403K
Net increase / (decrease)$393.6K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Spencer market comparison

Largest plan share of assets93%Tioga State Bank Pension Plan As A Member Of The New York State Bankers Retirement System
Participants per plan41Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Spencer

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

  1. 1
    Tioga State Bank Pension Plan As A Member Of The New York State Bankers Retirement System$3.4M
    Tioga State Bank · 2023
  2. 2
    Clearwater Trucking Inc. Retirement Plan$275K
    Clearwater Trucking Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Spencer, NY?
2 plan(s) reported by 2 sponsor(s) are loaded for Spencer, NY.

Related Form 5500 pages