Wappingers Falls, 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, Wappingers Falls, NY has 16 loaded benefit plan(s) reported by 13 plan sponsor(s), with $113,715,143 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
16
Plan sponsors
13
Latest filing year
2023

What stands out in Wappingers Falls

  • 16 loaded plans hold $113.7M in reported assets across 13 sponsors.
  • The largest, Laerdal Medical Corporation 401(K) Profit Sharing Plan, holds 54% of reported Wappingers Falls plan assets.
  • Plans cover 2,765 participants — about 173 per plan.
  • 88% of loaded plans report full Schedule H/I financial statements.
  • 38% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$113.7MSummed across loaded plans$113,715,143
Total reported assets$113.7M$113,715,143
Total reported participants2.8K2,765
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$113.7M total assets
Net assets$113.7MLiabilities$0
Contributions & income
Employer contributions$6.3M
Participant contributions$6.1M
Total income / additions$29.2M
Expenses & distributions
Benefits paid / distributions$9M
Total expenses$9.4M
Net increase / (decrease)$19.8M

Data coverage

Plans with financial statements14 / 16 (88%)
Plans with provider compensation6 / 16 (38%)

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

Wappingers Falls market comparison

Largest plan share of assets54%Laerdal Medical Corporation 401(K) Profit Sharing Plan
Participants per plan173Average across loaded plans
Plan sponsors13
Ranked by reported assets

Largest loaded plans in Wappingers Falls

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

  1. 1
    Laerdal Medical Corporation · 2023
  2. 2
    Rqi Partners LLC · 2023
  3. 3
    Laerdal Medical Corporation · 2023
  4. 4
    Abilities First, Inc. · 2023
  5. 5
  6. 6
    Abilities First, Inc. · 2023
  7. 7
    Taconic Innovations, Inc. · 2023
  8. 8
    Stenger, Diamond & Glass, Llp · 2023
  9. 9
    Captain Timothy S. Nilsen, Inc. · 2023
  10. 10
  11. 11
    Highland Valley Supply, Inc. · 2023
  12. 12
  13. 13
    Stoneykill Contracting, Inc. · 2023
  14. 14
    North Star Interiors Corp. · 2023
  15. 15
    Morgan Fuel And Heating Company, Inc. D/B/A Bottini Fuel Oil · 2023
  16. 16
    Abilities First, Inc. Health Relatednot reported in the loaded dataset
    Abilities First, Inc. · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Wappingers Falls, NY?
16 plan(s) reported by 13 sponsor(s) are loaded for Wappingers Falls, NY.

Related Form 5500 pages