Tonawanda, 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, Tonawanda, NY has 37 loaded benefit plan(s) reported by 25 plan sponsor(s), with $630,275,875 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 37
- Plan sponsors
- 25
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $630,275,875
- Total reported liabilities (EOY)
- $26,314,363
- Total reported net assets (EOY)
- $603,961,512
Contributions & income
- Employer contributions
- $23,220,591
- Participant contributions
- $29,527,463
- Total income / additions
- $150,967,455
Expenses & distributions
- Benefits paid / distributions
- $87,579,055
- Total expenses
- $89,514,388
- Net increase / (decrease)
- $61,453,067
Coverage
- Total reported participants
- 10,879
- Plans with financial statements
- 27
- Plans with provider compensation
- 17
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Tonawanda, 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 |
|---|---|---|---|
| Alkegen 401(K) Plan | Unifrax I LLC | $239,778,854 | 2023 |
| Stark Tech 401(K) Profit Sharing Plan | Stark Tech Operating Company LLC | $64,744,577 | 2023 |
| Jwd Group, Inc Employee Stock Ownership Plan | Jwd Group, Inc. | $52,056,736 | 2023 |
| Ima Life North America, Inc. 401(K) Retirement Plan | Ima Life North America, Inc. | $51,491,336 | 2023 |
| Noco Retirement Plan | Noco Energy Corp | $39,623,496 | 2023 |
| Great Lakes Dental Technologies, Ltd. Employee Stock Ownership Plan | Great Lakes Dental Technologies Ltd | $30,325,457 | 2023 |
| Jwd Group, Inc. 401(K) Plan | Jwd Group, Inc. | $29,988,018 | 2023 |
| Pine Companies 401(K) Plan | Pine Pharmacy And Home Care Products Center Inc. Dba Pine Pharmacy | $15,062,237 | 2023 |
| Great Lakes Dental Technologies Ltd. 401(K) Savings Plan | Great Lakes Dental Technologies Ltd. | $14,747,496 | 2023 |
| Worldwide Travel Staffing Limi 401(K) Profit Sharing Plan & Trust | Worldwide Travel Staffing Limi | $13,910,421 | 2023 |
| Unifrax Hourly Defined Benefit Pension Plan | Unifrax I LLC | $12,877,175 | 2023 |
| Hebeler Holdings 401k Plan | Hebeler Holdings LLC | $11,551,492 | 2023 |
| Cement Masons Local Union No. 111 Pension Fund | Cement Masons Local Union No 111 | $11,128,531 | 2023 |
| Frey Electric Construction Co., Inc. 401(K) Plan | Frey Electric Construction Co., Inc. | $9,856,589 | 2023 |
| Cement Masons Local No. 111 Health & Welfare Fund | Cement Masons Local No. 111 Health & Welfare Fund | $8,711,414 | 2023 |
| Hhc Employee Stock Ownership Plan | Hohl Holding Corporation | $6,959,719 | 2023 |
| Rohan & Harper, P. C. 401(K) Plan | Rohan & Harper, P.C. | $4,295,288 | 2023 |
| Door Specialties, Inc. 401(K) Plan | Door Specialties, Inc. | $3,349,566 | 2023 |
| Glendale Realty Services Group, LLC 401(K) Profit Sharing Plan | Glendale Realty Services Group, LLC | $2,326,418 | 2023 |
| Mueller Services, Inc. 401(K) Profit Sharing Plan And Trust | Mueller Services, Inc. | $1,929,643 | 2023 |
| Kenmore Teachers Association Welfare Trust Plan | Kenmore Teachers Association | $1,891,620 | 2023 |
| Marina A. Maulucci, Dpm Vip Profit Sharing Plan | Marina A. Maulucci, Dpm | $1,582,244 | 2023 |
| Mark S. Finkelstein, Dpm Vip Profit Sharing Plan | Mark S. Finkelstein, Dpm | $1,297,389 | 2023 |
| Yourway Hra Benefit Plan Of Noco Energy Group | Noco Energy Corp | $394,281 | 2023 |
| Ceramic Technology Corporation Retirement Plan | Ceramic Technology Corporation | $230,000 | 2023 |
Largest plans in Tonawanda → · Tonawanda plans by participants → · Tonawanda plans with financial data → · Tonawanda plans with provider compensation → · $1B+ plans in Tonawanda →
Related Form 5500 pages
- All NY Form 5500 filings
- Alkegen 401(K) Plan (plan 002)
- Unifrax I LLC — all reported plans
- Stark Tech 401(K) Profit Sharing Plan (plan 001)
- Stark Tech Operating Company LLC — all reported plans
- Jwd Group, Inc Employee Stock Ownership Plan (plan 002)
- Jwd Group, Inc. — all reported plans
- Ima Life North America, Inc. 401(K) Retirement Plan (plan 001)
- Ima Life North America, Inc. — all reported plans
- Noco Retirement Plan (plan 002)
- Noco Energy Corp — all reported plans
- Great Lakes Dental Technologies, Ltd. Employee Stock Ownership Plan (plan 001)
- Great Lakes Dental Technologies Ltd — all reported plans
- Jwd Group, Inc. 401(K) Plan (plan 004)
- Pine Companies 401(K) Plan (plan 001)
- Pine Pharmacy And Home Care Products Center Inc. Dba Pine Pharmacy — all reported plans
- Great Lakes Dental Technologies Ltd. 401(K) Savings Plan (plan 002)
- Worldwide Travel Staffing Limi 401(K) Profit Sharing Plan & Trust (plan 001)
- Worldwide Travel Staffing Limi — all reported plans
- Unifrax Hourly Defined Benefit Pension Plan (plan 160)
- Hebeler Holdings 401k Plan (plan 001)
- Hebeler Holdings LLC — all reported plans
- Cement Masons Local Union No. 111 Pension Fund (plan 001)
- Cement Masons Local Union No 111 — all reported plans
- Frey Electric Construction Co., Inc. 401(K) Plan (plan 002)
- Frey Electric Construction Co., Inc. — all reported plans
- Cement Masons Local No. 111 Health & Welfare Fund (plan 501)
- Cement Masons Local No. 111 Health & Welfare Fund — all reported plans
- Methodology
- Data sources