Medford, 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, Medford, NY has 13 loaded benefit plan(s) reported by 9 plan sponsor(s), with $71,417,225 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 13
- Plan sponsors
- 9
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $71,417,225
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $71,417,225
Contributions & income
- Employer contributions
- $4,035,114
- Participant contributions
- $2,897,704
- Total income / additions
- $15,824,555
Expenses & distributions
- Benefits paid / distributions
- $8,318,395
- Total expenses
- $8,606,159
- Net increase / (decrease)
- $7,218,396
Coverage
- Total reported participants
- 2,746
- Plans with financial statements
- 9
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Medford, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Concern For Mental Health, Inc. Retirement Plan | Concern For Independent Living, Inc. | $21,827,027 | 2023 |
| Eastern Wholesale Fence Co., 401(K) Plan | Eastern Wholesale Fence, LLC | $15,809,948 | 2023 |
| Suffolk Federal Credit Union Capital Accumulation Plan | Suffolk Credit Union | $13,399,508 | 2023 |
| Suffolk Federal Credit Union And Credit Union Services LLC Cash Balance Retirement Pension Plan | Suffolk Credit Union | $11,836,157 | 2023 |
| Chembio Diagnostic Systems, Inc. 401(K) Plan | Chembio Diagnostic Systems, Inc. | $6,494,942 | 2023 |
| Coolsmiles Orthodontics Profit Sharing Plan | David Amram Dmd, Pc D/B/A Coolsmiles Orthodontics | $1,372,987 | 2023 |
| M And D Vega Inc. Retirement Plan | M And D Vega Inc. | $448,844 | 2023 |
| Rcg And Sons Incorporated Profit Sharing Plan | Rcg And Sons Incorporated | $216,580 | 2023 |
| A&N Snacks Inc. 401(K) Plan | A&N Snacks Inc. | $11,232 | 2023 |
| Gershow Recycling Corp Wrap Plan | Gershow Recycling Corporation | not reported in the loaded dataset | 2023 |
| Suffolk Federal Dba Suffolk Credit Union Employee Benefits Plan | Suffolk Federal Dba Suffolk Credit Union | not reported in the loaded dataset | 2023 |
| Concern For Independent Living Health And Welfare Plan | Concern For Independent Living, Inc | not reported in the loaded dataset | 2023 |
| Eastern Wholesale Fence Company, LLC Health And Welfare Plan | Eastern Wholesale Fence Company, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Medford → · Medford plans by participants → · Medford plans with financial data → · Medford plans with provider compensation → · $1B+ plans in Medford →
Related Form 5500 pages
- All NY Form 5500 filings
- Concern For Mental Health, Inc. Retirement Plan (plan 001)
- Concern For Independent Living, Inc. — all reported plans
- Eastern Wholesale Fence Co., 401(K) Plan (plan 002)
- Eastern Wholesale Fence, LLC — all reported plans
- Suffolk Federal Credit Union Capital Accumulation Plan (plan 033)
- Suffolk Credit Union — all reported plans
- Suffolk Federal Credit Union And Credit Union Services LLC Cash Balance Retirement Pension Plan (plan 022)
- Chembio Diagnostic Systems, Inc. 401(K) Plan (plan 001)
- Chembio Diagnostic Systems, Inc. — all reported plans
- Coolsmiles Orthodontics Profit Sharing Plan (plan 001)
- David Amram Dmd, Pc D/B/A Coolsmiles Orthodontics — all reported plans
- M And D Vega Inc. Retirement Plan (plan 001)
- M And D Vega Inc. — all reported plans
- Rcg And Sons Incorporated Profit Sharing Plan (plan 001)
- Rcg And Sons Incorporated — all reported plans
- A&N Snacks Inc. 401(K) Plan (plan 001)
- A&N Snacks Inc. — all reported plans
- Gershow Recycling Corp Wrap Plan (plan 501)
- Gershow Recycling Corporation — all reported plans
- Suffolk Federal Dba Suffolk Credit Union Employee Benefits Plan (plan 502)
- Concern For Independent Living Health And Welfare Plan (plan 502)
- Eastern Wholesale Fence Company, LLC Health And Welfare Plan (plan 501)
- Methodology
- Data sources