New Rochelle, 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, New Rochelle, NY has 30 loaded benefit plan(s) reported by 19 plan sponsor(s), with $868,778,230 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 30
- Plan sponsors
- 19
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $868,778,230
- Total reported liabilities (EOY)
- $39,466,917
- Total reported net assets (EOY)
- $829,311,316
Contributions & income
- Employer contributions
- $212,935,105
- Participant contributions
- $9,929,818
- Total income / additions
- $276,372,142
Expenses & distributions
- Benefits paid / distributions
- $200,091,110
- Total expenses
- $215,392,766
- Net increase / (decrease)
- $60,979,376
Coverage
- Total reported participants
- 105,282
- Plans with financial statements
- 18
- Plans with provider compensation
- 9
Totals sum the latest loaded 2023 public Form 5500 filing per plan for New Rochelle, 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 |
|---|---|---|---|
| United Welfare Fund-Welfare Division | Board Of Trustees Of The United Welfare Fund | $277,693,895 | 2023 |
| United Welfare Fund-Security Plan | Board Of Trustees Of The United Welfare Fund | $271,953,841 | 2023 |
| Iona University Defined Contribution Retirement Plan | Iona University | $228,933,559 | 2023 |
| Benchmark Education Company Profit Sharing 401(K) Plan | Benchmark Education Company LLC | $33,226,391 | 2023 |
| S.W. Management LLC Profit Sharing Plan | S.W. Management LLC | $16,920,382 | 2023 |
| Mary Ann Liebert, Inc. 401(K) Plan | Mary Ann Liebert, Inc. | $16,555,317 | 2023 |
| Hta 401k Plan | Hta | $8,357,555 | 2023 |
| Pelican Management, Inc 401(K) Retirement Plan | Pelican Management Inc. | $8,279,251 | 2023 |
| United Hebrew Geriatric Center Employees Retirement Plan | United Hebrew Geriatric Center | $3,373,998 | 2023 |
| Norman Librett, Inc. Employee Stock Ownership Plan | Norman Librett, Inc. | $1,217,793 | 2023 |
| Parkway Associates Profit Sharing Plan | Parkway Associates, LLC | $865,427 | 2023 |
| Cs Music Of Ny And Nj, Inc. 401(K) Profit Sharing Plan | Cs Music Of Ny And Nj, Inc. | $773,814 | 2023 |
| Obex Securities LLC 401(K) Profit Sharing Plan & Trust | Obex Securities LLC | $406,157 | 2023 |
| Lyn Systems Inc. 401k Profit Sharing Plan | Lyn Systems Inc. | $174,452 | 2023 |
| Bernay Fine Art Corp. 401(K) Plan | Bernay Fine Art Corp. | $33,000 | 2023 |
| Crush Medical Debt, Inc. Retirement Plan | Crush Medical Debt, Inc. | $9,991 | 2023 |
| Olliros Inc 401(K) Plan | Torisyd Inc | $3,407 | 2023 |
| Barney T. Mcclanahan Funeral Home Inc. Profit Sharing Plan | Bar | $0 | 2023 |
| Cbi | The Christian Brothers Institute | not reported in the loaded dataset | 2023 |
| Christian Brothers Medical Plan Ae64732/699449 | Christian Brothers Institute | not reported in the loaded dataset | 2023 |
| Christian Brothers Life Insurance Plan | Christian Brothers Institute | not reported in the loaded dataset | 2023 |
| Christian Brothers Aetna Dental Plan | Christian Brothers Institute | not reported in the loaded dataset | 2023 |
| The Christian Brothers Institute | The Christian Brothers Institute | not reported in the loaded dataset | 2023 |
| Monroe College Welfare Benefit Plan | Monroe College Ltd. | not reported in the loaded dataset | 2023 |
| Pelican Management Inc. Group Benefits Plan | Pelican Management, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in New Rochelle → · New Rochelle plans by participants → · New Rochelle plans with financial data → · New Rochelle plans with provider compensation → · $1B+ plans in New Rochelle →
Related Form 5500 pages
- All NY Form 5500 filings
- United Welfare Fund-Welfare Division (plan 502)
- Board Of Trustees Of The United Welfare Fund — all reported plans
- United Welfare Fund-Security Plan (plan 501)
- Iona University Defined Contribution Retirement Plan (plan 003)
- Iona University — all reported plans
- Benchmark Education Company Profit Sharing 401(K) Plan (plan 001)
- Benchmark Education Company LLC — all reported plans
- S.W. Management LLC Profit Sharing Plan (plan 001)
- S.W. Management LLC — all reported plans
- Mary Ann Liebert, Inc. 401(K) Plan (plan 001)
- Mary Ann Liebert, Inc. — all reported plans
- Hta 401k Plan (plan 001)
- Hta — all reported plans
- Pelican Management, Inc 401(K) Retirement Plan (plan 001)
- Pelican Management Inc. — all reported plans
- United Hebrew Geriatric Center Employees Retirement Plan (plan 002)
- United Hebrew Geriatric Center — all reported plans
- Norman Librett, Inc. Employee Stock Ownership Plan (plan 002)
- Norman Librett, Inc. — all reported plans
- Parkway Associates Profit Sharing Plan (plan 001)
- Parkway Associates, LLC — all reported plans
- Cs Music Of Ny And Nj, Inc. 401(K) Profit Sharing Plan (plan 001)
- Cs Music Of Ny And Nj, Inc. — all reported plans
- Obex Securities LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- Obex Securities LLC — all reported plans
- Lyn Systems Inc. 401k Profit Sharing Plan (plan 001)
- Lyn Systems Inc. — all reported plans
- Bernay Fine Art Corp. 401(K) Plan (plan 001)
- Bernay Fine Art Corp. — all reported plans
- Methodology
- Data sources