Plan5500

Verona, 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, Verona, NY has 4 loaded benefit plan(s) reported by 1 plan sponsor(s), with $195,659,414 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
1
Latest filing year
2023

What stands out in Verona

  • 4 loaded plans hold $195.7M in reported assets across 1 sponsors.
  • The largest, Turning Stone Enterprises, LLC 401 (K) Plan, holds 100% of reported Verona plan assets.
  • Plans cover 10,345 participants — about 2,586 per plan.
  • 25% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$195.7MSummed across loaded plans$195,659,414
Total reported assets$195.7M$195,659,414
Total reported participants10.3K10,345
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$195.7M total assets
Net assets$195.7MLiabilities$0
Contributions & income
Employer contributions$5.4M
Participant contributions$9.2M
Total income / additions$48.7M
Expenses & distributions
Benefits paid / distributions$12.6M
Total expenses$12.8M
Net increase / (decrease)$35.9M

Data coverage

Plans with financial statements1 / 4 (25%)
Plans with provider compensation1 / 4 (25%)

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

Verona market comparison

Largest plan share of assets100%Turning Stone Enterprises, LLC 401 (K) Plan
Participants per plan2,586Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Verona

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

  1. 1
    Turning Stone Enterprises, LLC 401 (K) Plan$195.7M
    Turning Stone Enterprises, LLC · 2023
  2. 2
    Turning Stone Enterprises LLC Health Plannot reported in the loaded dataset
    Turning Stone Enterprises LLC · 2023
  3. 3
    Turning Stone Enterprises LLC Welfare Benefits Plannot reported in the loaded dataset
    Turning Stone Enterprises LLC · 2023
  4. 4
    Turning Stone Enterprises LLC Flexible Spending Account Plannot reported in the loaded dataset
    Turning Stone Enterprises LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages