Plan5500

Whitney 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, Whitney Point, NY has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $1,976,189 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Whitney Point

  • 1 loaded plans hold $2M in reported assets across 1 sponsors.
  • The largest, Data Management Consultants Retirement Fund, holds 100% of reported Whitney Point plan assets.
  • Plans cover 2 participants — about 2 per plan.
  • 100% 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$2MSummed across loaded plans$1,976,189
Total reported assets$2M$1,976,189
Total reported participants2
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$2M total assets
Net assets$2MLiabilities—
Expenses & distributions
Benefits paid / distributions$74.9K
Total expenses$74.9K
Net increase / (decrease)-$194.4K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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

Whitney Point market comparison

Largest plan share of assets100%Data Management Consultants Retirement Fund
Participants per plan2Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Whitney Point

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

  1. 1
    Data Management Consultants Retirement Fund$2M
    Data Management Consultants · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Whitney Point, NY?
1 plan(s) reported by 1 sponsor(s) are loaded for Whitney Point, NY.

Related Form 5500 pages