Plan5500

Waterford, 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, Waterford, NY has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $194,910 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
4
Latest filing year
2023

What stands out in Waterford

  • 4 loaded plans hold $194.9K in reported assets across 4 sponsors.
  • The largest, Aes Employee Stock Ownership Plan, holds 48% of reported Waterford plan assets.
  • Plans cover 2,084 participants — about 521 per plan.
  • 75% 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-$5MSummed across loaded plans-$4,999,578
Total reported assets$194.9K$194,910
Total reported participants2.1K2,084
Total reported liabilities$5.2M$5,194,488

Reported net position

Reported assets = net assets + liabilities (summed)$194.9K total assets
Net assets-$5MLiabilities$5.2M
Contributions & income
Employer contributions$437.8K
Participant contributionsNot reported
Total income / additions$338.1K
Expenses & distributions
Benefits paid / distributions$204K
Total expenses$270.7K
Net increase / (decrease)$67.4K

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation0 / 4 ()

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

Waterford market comparison

Largest plan share of assets48%Aes Employee Stock Ownership Plan
Participants per plan521Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Waterford

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

  1. 1
    Aes Employee Stock Ownership Plan$93.4K
    Alltek Energy Systems, Inc. · 2023
  2. 2
    Winn Construction Services Insurance Program$61.5K
    Winn Construction Services Insurance · 2023
  3. 3
    Be5 Stem Consult Inc. Retirement Plan$40K
    Be5 Stem Consult Inc. · 2023
  4. 4
    Cascades Usa Health And Welfare Plannot reported in the loaded dataset
    Cascades Usa Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages