Victor, 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, Victor, NY has 40 loaded benefit plan(s) reported by 27 plan sponsor(s), with $1,388,586,552 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
40
Plan sponsors
27
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$1,388,586,552
Total reported liabilities (EOY)
$2,415,680
Total reported net assets (EOY)
$1,386,170,872

Contributions & income

Employer contributions
$32,887,025
Participant contributions
$62,632,185
Total income / additions
$316,708,878

Expenses & distributions

Benefits paid / distributions
$103,357,025
Total expenses
$104,728,286
Net increase / (decrease)
$211,980,592

Coverage

Total reported participants
13,741
Plans with financial statements
25
Plans with provider compensation
17

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

Largest loaded plans in Victor, NY
PlanSponsorReported assets (EOY)Year
Constellation Brands, Inc. 401(K) And Profit Sharing PlanConstellation Brands, Inc.$978,889,3982023
O'Connell Electric Company, Inc. 401(K) Profit Sharing PlanO'Connell Electric Co.$58,758,3002023
Redcom Laboratories, Inc. 401(K) And Profit SharinRedcom Laboratories, Inc.$42,370,7692023
Day Automation Systems, Inc. 401(K) PlanDay Automation Systems, Inc.$40,977,1432023
Gorbel, Inc. 401k Employee Savings And Retirement PlanGorbel, Inc.$40,024,7952023
Lsi Solutions Savings And Investment PlanLsi Solutions$37,012,1532023
Idi Billing Solutions 401(K) PlanIdi Billing Solutions$35,954,4142023
Progressive Machine & Design, LLC 401(K) PlanProgressive Machine & Design, LLC$22,711,0192023
Canandaigua Wine Company, Inc. Union 401(K) PlanConstellation Brands U.S. Operations, Inc.$19,591,0092023
Solu Technology Partners 401(K) PlanClf Ontario, Inc. D/B/A Solu Technology Partners$17,580,7062023
Broadstone Net Lease 401(K) Retirement Savings PlanBroadstone Employee Sub, LLC.$14,050,5142023
Tambe Electric 401(K) PlanTambe Electric, Inc.$11,984,3282023
Dixon/Schwabl Advertising, Inc. 401(K) And Profit Sharing PlanDixon/Schwabl Advertising, Inc.$11,812,7692023
Ultimate Technology Corporation Retirement Savings PlanUltimate Technology Corporation$10,950,5002023
Clinical Associates Of The Finger Lakes 401(K) PlanTherapeutic Management Services, Inc.$8,157,3992023
Van Bortel Motor Car, Inc. 401(K) Profit Sharing PlanVan Bortel Motor Car, Inc.$7,186,6312023
Cafl Employee Stock Ownership PlanTherapeutic Management Services Inc$7,113,5722023
Dakota Software Corporation 401(K) Profit Sharing PlanDakota Software Corporation$5,447,6012023
The Industrial Indexing Systems, Inc. 401(K) Savings PlanIndustrial Indexing Systems, Inc.$4,789,6132023
Waste Harmonics LLC 401(K) Profit Sharing Plan & TrustWaste Harmonics LLC$4,298,8352023
Newtex Industries, Inc. 401(K) Profit Sharing Plan & TrustNewtex Industries, Inc.$3,096,6772023
Eagle Distributing 401(K) Profit Sharing Plan & TrustEagle Distributing$2,817,5932023
Zoetek Medical 401(K) PlanZoetek Medical Sales & Service, Inc$2,408,6322023
Sdb 401(K) Plan.Sdb Wine & Spirits, Inc.$558,2722023
Vertex Optics, Inc. 401(K) PlanVertex Optics, Inc.$43,9102023

Related Form 5500 pages