Wellsville, 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, Wellsville, NY has 8 loaded benefit plan(s) reported by 4 plan sponsor(s), with $101,985,278 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 8
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $101,985,278
- Total reported liabilities (EOY)
- $144,788
- Total reported net assets (EOY)
- $101,840,490
Contributions & income
- Employer contributions
- $2,889,699
- Participant contributions
- $2,622,268
- Total income / additions
- $19,970,766
Expenses & distributions
- Benefits paid / distributions
- $9,184,259
- Total expenses
- $9,823,333
- Net increase / (decrease)
- $10,147,433
Coverage
- Total reported participants
- 2,407
- Plans with financial statements
- 6
- Plans with provider compensation
- 6
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Wellsville, 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 |
|---|---|---|---|
| Arvos Ljungstrom LLC 401(K) Plan | Arvos Ljungstrom LLC | $45,797,865 | 2023 |
| Arvos Ljungstrom LLC Pension Plan For Hourly Employees | Arvos Ljungstrom LLC | $20,841,225 | 2023 |
| Jones Memorial Hospital Pension Plan | Jones Memorial Hospital | $13,713,368 | 2023 |
| L. C. Whitford Co., Inc. 401(K) Plan | L. C. Whitford Co., Inc. | $11,447,427 | 2023 |
| Jones Memorial Hospital Defined Contribution 403(B) Plan | Jones Memorial Hospital | $6,682,388 | 2023 |
| Allegany Rehabilitation Associates, Inc. 401(K) Retirement Plan | Allegany Rehabilitation Associates, Inc. | $3,503,005 | 2023 |
| Jones Memorial Hospital Employee Benefit Plan | Jones Memorial Hospital | not reported in the loaded dataset | 2023 |
| Arvos Inc Welfare Benefits Plan | Arvos Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Wellsville → · Wellsville plans by participants → · Wellsville plans with financial data → · Wellsville plans with provider compensation → · $1B+ plans in Wellsville →
Related Form 5500 pages
- All NY Form 5500 filings
- Arvos Ljungstrom LLC 401(K) Plan (plan 001)
- Arvos Ljungstrom LLC — all reported plans
- Arvos Ljungstrom LLC Pension Plan For Hourly Employees (plan 002)
- Jones Memorial Hospital Pension Plan (plan 001)
- Jones Memorial Hospital — all reported plans
- L. C. Whitford Co., Inc. 401(K) Plan (plan 004)
- L. C. Whitford Co., Inc. — all reported plans
- Jones Memorial Hospital Defined Contribution 403(B) Plan (plan 003)
- Allegany Rehabilitation Associates, Inc. 401(K) Retirement Plan (plan 001)
- Allegany Rehabilitation Associates, Inc. — all reported plans
- Jones Memorial Hospital Employee Benefit Plan (plan 506)
- Arvos Inc Welfare Benefits Plan (plan 501)
- Methodology
- Data sources