Exeter Trust Company: new Other defined contribution plan (Fairport, NY)
Exeter Trust Company (Fairport, New York): new Other defined contribution plan (Fairport, NY). Dated 14 days ago, it is in the active follow-up window. Score 70/100. As of 2026-11-04, from U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset).
Data as of · Compiled by Zalwin from U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset)
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| Field | Value |
|---|---|
| Employer (plan sponsor) | Exeter Trust Company |
| DBA | New York Representative Office |
| EIN | 020476209 |
| Plan | Exeter Trust Company Collective Investment Funds For Employee Benefit Trusts Manning & Napier Retirement Target 2065 Collective Inv Trust |
| Plan type | Other defined contribution |
| Trigger | New plan (first filing) |
| Location | Fairport, NY |
| Plan effective | 2025-09-23 |
| Plan year | 2025 |
| Filed | 2026-10-22 |
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CSV columns: Employer · Plan · Trigger · Participants · State · Filed · official source URL
- Source agency: U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset)
- Record date: 2026-10-22
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset) · Last refreshed: Wed, 04 Nov 2026 01:39:03 GMT
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Peer benchmark and outreach value: Exeter Trust Company and 9,195 New York peers
- New York BenefitPlanPulse records like this one: 9,195
- Timing: Medium: dated in the last 30 days
- Estimated pipeline if you contact every New York peer: $1,839,000 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
70 / 100 Score
- Filed in the last 30 days.
- New plan: providers and advisers being chosen.
What is the BenefitPlanPulse record for Exeter Trust Company in Fairport, New York?
Exeter Trust Company filed a Form 5500 for its Other defined contribution plan (new plan (first filing)) on 2026-10-22.
How does Exeter Trust Company compare to other New York BenefitPlanPulse records?
It is fresh: dated 14 days ago, inside the window where early outreach matters most. Its Score of 70/100 puts it among the stronger signals in this feed.
Exeter Trust Company vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Exeter Trust Company | Fairport, NY | 2026-10-22 | ||
| Charlie Mike Protective Services LLC | Phoenix, AZ | 154 | 23rd | 2026-10-23 |
| Metal Powder Products, LLC | Fishers, IN | 151 | 22nd | 2026-10-23 |
| Law Office Of Bryan Fagan, PLLC | Houston, TX | 144 | 20th | 2026-10-23 |
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From public Form 5500 filings released by the U.S. Department of Labor. Employer and plan level only: we never list signers, contacts or participants. A final filing can mean a termination, merger or transfer; read the filing on EFAST.