Mamaroneck, 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, Mamaroneck, NY has 19 loaded benefit plan(s) reported by 18 plan sponsor(s), with $75,349,066 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
19
Plan sponsors
18
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$75,349,066
Total reported liabilities (EOY)
$176,565
Total reported net assets (EOY)
$75,172,501

Contributions & income

Employer contributions
$1,324,307
Participant contributions
$4,191,146
Total income / additions
$16,126,446

Expenses & distributions

Benefits paid / distributions
$5,705,752
Total expenses
$5,942,740
Net increase / (decrease)
$10,183,706

Coverage

Total reported participants
1,697
Plans with financial statements
17
Plans with provider compensation
5

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Mamaroneck, 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.

Largest loaded plans by reported assets

Largest loaded plans in Mamaroneck, NY
PlanSponsorReported assets (EOY)Year
French American School Of New York 403(B) Dc PlanFrench American School Of New York$41,991,6892023
Taconic Builders 401(K) PlanTaconic Builders, Inc.$9,786,8972023
Derecktor Shipyards Retirement PlanRobert E. Derecktor, Inc.$6,354,4072023
Wpg Employee Profit Sharing PlanWilliamson Picket Gross Inc.$3,820,5632023
Integrated Health Administrati 401(K) Profit Sharing Plan & TrustIntegrated Health Administrati$3,420,6722023
Topspin Management Company, Lbo LLC 401(K) Profit Sharing PlanTopspin Management Company, Lbo LLC$2,845,2642023
Nichols Yacht Yard, Inc. Retirement Savings PlanNichols Yacht Yard, Inc.$2,806,1552023
Profit-Sharing Trust Under Daniel S Natchez & Associates, Inc. Retirement TrustDaniel S Natchez & Associates, Inc.$1,078,6712023
Dkm Family Enterprises, Inc. 401(K) Profit Sharing PlanDkm Family Enterprises, Inc.$988,6562023
Weinstein & Formanek, P.C. Retirement PlanWeinstein & Formanek, P.C.$748,5392023
Honora Care Management & Consu 401(K) Profit Sharing Plan & TrustHonora Care Management & Consu$621,5012023
Intercity Insurance FundService Station Dealers Of Greater Ny$252,6302023
Stabile Agency Retirement PlanStabile Agency, Inc.$251,3502023
Savonia, Inc. 401(K) Profit Sharing PlanSavonia, Inc.$207,3162023
Clinton Kearney Door Co. Inc. Profit SharingClinton Kearney Door Co. Inc.$114,7562023
Set Fitness, Inc. Retirement PlanSet Fitness, Inc.$60,0002023
Westchester Family Care Inc. 401(K) Profit Sharing Plan & TrustWestchester Family Care Inc.$02023
French American School Of New YorkFrench American School Of New Yorknot reported in the loaded dataset2023
Integrity Auto Group LLC Welfare Benefit PlanIntegrity Auto Group LLCnot reported in the loaded dataset2023

Related Form 5500 pages