Plan5500

West Point, 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, West Point, NY has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $50,257,725 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023

What stands out in West Point

  • 3 loaded plans hold $50.3M in reported assets across 2 sponsors.
  • The largest, Army West Point Athletic Association 403(B) Dc Plan, holds 59% of reported West Point plan assets.
  • Plans cover 882 participants — about 294 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$50.3MSummed across loaded plans$50,257,725
Total reported assets$50.3M$50,257,725
Total reported participants882
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$50.3M total assets
Net assets$50.3MLiabilities$0
Contributions & income
Employer contributions$1.1M
Participant contributions$2.1M
Total income / additions$9.8M
Expenses & distributions
Benefits paid / distributions$3M
Total expenses$3.1M
Net increase / (decrease)$6.7M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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

West Point market comparison

Largest plan share of assets59%Army West Point Athletic Association 403(B) Dc Plan
Participants per plan294Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in West Point

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

  1. 1
    Army West Point Athletic Association 403(B) Dc Plan$29.7M
    Army West Point Athletic Association · 2023
  2. 2
    Association Of Graduates Retirement Savings Plan$20.6M
    Association Of Graduates, Usma · 2023
  3. 3
    Army West Point Athletic Assoc. Health Plannot reported in the loaded dataset
    Army West Point Athletic Association Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for West Point, NY?
3 plan(s) reported by 2 sponsor(s) are loaded for West Point, NY.

Related Form 5500 pages