Mineola, 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, Mineola, NY has 34 loaded benefit plan(s) reported by 28 plan sponsor(s), with $2,019,953,713 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 34
- Plan sponsors
- 28
- Total reported assets (EOY)
- $2,019,953,713
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Local 338 Retirement Fund | Trustees Local 338 Retirement Fund | $588,248,509 | 2023 |
| Sheet Metal Workers Local Union No. 28 Annuity Fund | Board Of Trustees Of Smw Lu No. 28 Annuity Fund | $571,462,434 | 2023 |
| Sheet Metal Workers Local Union No. 28 Pension Fund | Board Of Trustees Of Smw Lu No. 28 Pension Fund | $330,273,836 | 2023 |
| Sheet Metal Workers Local Union No. 28 Welfare Fund | Board Of Trustees Of Smw Lu No. 28 Welfare Fund | $134,509,419 | 2023 |
| Local 381 Pension Fund | Board Of Trustees Local 381 Pension | $104,654,386 | 2023 |
| Local 338 Annuity Fund | Board Of Trustees Local 338 Annuity Fund | $49,221,230 | 2023 |
| Local 338 Health And Welfare Fund | Board Of Trustees L338 Health And Welfare Fund | $44,408,603 | 2023 |
| Local 305 Cio Pension Fund | Joint Board Of Trustees Local 305 Cio Pe | $38,073,884 | 2023 |
| Meltzer, Lippe, Goldstein & Breitstone, Llp Profit Sharing Plan (401(K)) | Meltzer, Lippe, Goldstein, Etal | $35,730,803 | 2023 |
| Air Tiger Express (Usa), Inc. 401(K) Savings Plan | Air Tiger Express Usa, Inc. | $21,861,090 | 2023 |
| Great Neck Tools, Inc. 401(K) Plan | Great Neck Tools, Inc. 401(K) Plan | $19,556,671 | 2023 |
| Hanover Community Bank 401(K) Plan | Hanover Community Bank | $14,580,278 | 2023 |
| Local 381 Group Insurance Fund | Board Of Trustees Local 381 Group Insurance Fund | $9,146,994 | 2023 |
| Local 338 Benefits Fund | Board Of Trustees Local 338 Benefits Fund | $8,503,811 | 2023 |
| Retirement Plan For Employees Of Local 338 & Affiliated Funds | Retail Wholesale & Department Store Local 338 Rwdsu | $6,759,641 | 2023 |
| Robert Fox, Inc. 401(K) Plan | Robert Fox, Inc. | $6,570,564 | 2023 |
| Profit Sharing Retirement Plan Of Meltzer, Lippe, Goldstein & Breitstone, Llp | Meltzer, Lippe, Goldstein & Breitstone, Llp | $6,164,933 | 2023 |
| Lcd Elevator Repair Inc. 401(K) Profit Sharing Plan | Lcd Elevator Repair Inc. | $5,074,580 | 2023 |
| Gutman & Gutman Keogh Retirement Plan | Gutman & Gutman Llp | $4,445,654 | 2023 |
| Allied Security Health & Welfare Fund | Board Of Trustees Of Allied Security Health & Welfare Fund | $4,251,326 | 2023 |
| Schupbach, Williams & Pavone, Llp Profit Sharing Plan | Schupbach, Williams & Pavone, Llp | $4,133,569 | 2023 |
| Steven J. Luccarelli, D.D.S. Profit Sharing Trust | Steven J. Luccarelli, D.D.S., P.C. | $3,522,826 | 2023 |
| Allied Security Pension Fund | Board Of Trustees Of Allied Security Pension Fund | $3,505,859 | 2023 |
| The Pieper Bar Review Retirement Income Plan | Pieper New York Multistate Bar Review, Ltd. | $1,583,798 | 2023 |
| Goldberg & Allen, LLC Profit Sharing Plan | Goldberg And Allen LLC | $1,284,150 | 2023 |
Largest plans in Mineola → · Mineola plans with financial data → · $1B+ plans in Mineola → · Providers by reported compensation →
Related Form 5500 pages
- All NY Form 5500 filings
- Local 338 Retirement Fund (plan 001)
- Trustees Local 338 Retirement Fund — all reported plans
- Sheet Metal Workers Local Union No. 28 Annuity Fund (plan 002)
- Board Of Trustees Of Smw Lu No. 28 Annuity Fund — all reported plans
- Sheet Metal Workers Local Union No. 28 Pension Fund (plan 001)
- Board Of Trustees Of Smw Lu No. 28 Pension Fund — all reported plans
- Sheet Metal Workers Local Union No. 28 Welfare Fund (plan 501)
- Board Of Trustees Of Smw Lu No. 28 Welfare Fund — all reported plans
- Local 381 Pension Fund (plan 001)
- Board Of Trustees Local 381 Pension — all reported plans
- Local 338 Annuity Fund (plan 001)
- Board Of Trustees Local 338 Annuity Fund — all reported plans
- Local 338 Health And Welfare Fund (plan 501)
- Board Of Trustees L338 Health And Welfare Fund — all reported plans
- Local 305 Cio Pension Fund (plan 001)
- Joint Board Of Trustees Local 305 Cio Pe — all reported plans
- Meltzer, Lippe, Goldstein & Breitstone, Llp Profit Sharing Plan (401(K)) (plan 002)
- Meltzer, Lippe, Goldstein, Etal — all reported plans
- Air Tiger Express (Usa), Inc. 401(K) Savings Plan (plan 001)
- Air Tiger Express Usa, Inc. — all reported plans
- Great Neck Tools, Inc. 401(K) Plan (plan 001)
- Great Neck Tools, Inc. 401(K) Plan — all reported plans
- Hanover Community Bank 401(K) Plan (plan 001)
- Hanover Community Bank — all reported plans
- Local 381 Group Insurance Fund (plan 501)
- Board Of Trustees Local 381 Group Insurance Fund — all reported plans
- Local 338 Benefits Fund (plan 502)
- Board Of Trustees Local 338 Benefits Fund — all reported plans
- Retirement Plan For Employees Of Local 338 & Affiliated Funds (plan 002)
- Retail Wholesale & Department Store Local 338 Rwdsu — all reported plans
- Methodology
- Data sources