Back to filter
Original filing (PDF)20251117132849NAL0000714563001
RUPCO, INC.
Form 5500
FILING_RECEIVED
403(B) THRIFT PLAN FOR RUPCO, INC
401(k) retirement plan
Signals · 1
Late filing · 0.0 mo
Active participants
98
Accounts w/ balance
133
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (7 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RUPCO, INC..
Plan sponsor
Name
RUPCO, INC.
EIN
22-2368174
Address
289 FAIR ST · KINGSTON, NY · 124013843
Phone
(845) 331-2140
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-11-17
Pension benefit codes
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | — | NEW YORK, NY | RECORD KEEPER | $2K | — |
Investments
1 pooled fund· $2.5M(76% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | $2.5M | 75.8% |
Related plans
Other plans using MUTUAL OF AMERICA INVESTMENT CORP
ILLINOIS INSTITUTE OF TECHNOLOGY
ILLINOIS INSTITUTE OF TECHNOLOGY TAX DEFERRED ANNUITY PLAN
$598.0M · 1,035 participants
EMPLOYSHARE, INC.
EMPLOYSHARE, INC. 401(K) PROFIT SHARING PLAN
$78.0M · 671 participants
SEA-MAR COMMUNITY HEALTH CENTERS
EMPLOYEE BENEFIT PLAN OF SEA-MAR COMMUNITY HEALTH CENTERS
$73.3M · 2,704 participants
BALDOR SPECIALTY FOODS, INC.
BALDOR SPECIALTY FOODS, INC. 401(K) PROFIT SHARING PLAN
$67.6M · 3,399 participants
SPECIAL SERVICE FOR GROUPS, INC.
403(B) THRIFT PLAN FOR EMPLOYEES OF SPECIAL SERVICE FOR GROUPS, INC.
$62.8M · 2,487 participants
RICHARD J. CARON FOUNDATION
SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF RICHARD J. CARON FOUNDATION
$61.0M · 648 participants
Similar-size Health Care & Social Assistance plans
THE MONTGOMERY COUNTY COALITION FOR THE HOMELESS INC.
MONTGOMERY COUNTY COALITION FOR THE HOMELESS 403B PLAN
$3.2M · 206 participants
MARKET STREET MISSION
MARKET STREET MISSION 401(K) PROFIT SHARING PLAN
$3.2M · 74 participants
ST. MATTHEW'S HOUSE, INC.
ST. MATTHEW'S HOUSE, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$3.2M · 302 participants
RACINE COUNTY OPPORTUNITY
RACINE COUNTY OPPORTUNITY CENTER
$3.3M · 33 participants
COMMUNITY SERVICES AGENCY
COMMUNITY SERVICES AGENCY OF MOUNTAIN VIEW & LOS ALTOS
$3.2M · 22 participants
COALITION FOR THE HOMELESS
COALITION FOR THE HOMELESS 403(B) PLAN
$3.2M · 113 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B