403(B) Thrift Plan For Employees Of Tioga Opportunities, Inc. — Form 5500 plan (Tioga Opportunities, Inc.)
Plain-English plan 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, 403(B) Thrift Plan For Employees Of Tioga Opportunities, Inc. is a benefit plan reported by Tioga Opportunities, Inc. under EIN 16-0907793 and plan number 001. The latest loaded filing year is 2023. The filing reports 176 participants and $4,858,858 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$4.9MPlan net assets, end of year$4,858,858
Participants176Covered participants reported
Assets / participant$27.6KComputed: assets ÷ participants$27,607 (computed)
Provider compensation$6221 Schedule C provider row(s)
- Plan sponsor
- Tioga Opportunities, Inc.
- EIN
- 16-0907793
- Plan number
- 001
- Plan type
- 2
- Location
- Owego, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 176 | H, C | 20241015151946NAL0030141441001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$4.9M total assets
Net assets$4.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $4,858,858
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,858,858
- Net assets (BOY)
- $4,778,814
Income & contributions
- Employer contributions
- $85,042
- Participant contributions
- $144,376
- Total contributions
- $229,418
- Total income / additions
- $914,271
Expenses & distributions
- Benefits paid
- $833,553
- Administrative expenses
- $674
- Total expenses
- $834,227
- Net increase / (decrease)
- $80,044
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
37%63%
Employer 37%Participant 63%
Total expenses ÷ net assets17%Computed ratio
Benefits paid ÷ total income91%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mutual Of America Investment Corp | RECORD KEEPER | $622 | $0 | 2023 |