Upton, 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, Upton, NY has 3 loaded benefit plan(s) reported by 1 plan sponsor(s), with $2,254,032,750 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 3
- Plan sponsors
- 1
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $2,254,032,750
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $2,254,032,750
Contributions & income
- Employer contributions
- $30,239,729
- Participant contributions
- $28,906,756
- Total income / additions
- $368,172,676
Expenses & distributions
- Benefits paid / distributions
- $89,603,127
- Total expenses
- $89,951,220
- Net increase / (decrease)
- $278,221,456
Coverage
- Total reported participants
- 13,250
- Plans with financial statements
- 2
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Upton, 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 |
|---|---|---|---|
| Brookhaven Science Associates, LLC Retirement Plan | Brookhaven Science Associates, LLC | $1,410,735,256 | 2023 |
| Brookhaven Science Associates, LLC 401(K) Plan | Brookhaven Science Associates, LLC | $843,297,494 | 2023 |
| Brookhaven Science Associates, LLC Comprehensive Welfare Benefits Plan | Brookhaven Science Associates, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Upton → · Upton plans by participants → · Upton plans with financial data → · Upton plans with provider compensation → · $1B+ plans in Upton →
Related Form 5500 pages
- All NY Form 5500 filings
- Brookhaven Science Associates, LLC Retirement Plan (plan 001)
- Brookhaven Science Associates, LLC — all reported plans
- Brookhaven Science Associates, LLC 401(K) Plan (plan 002)
- Brookhaven Science Associates, LLC Comprehensive Welfare Benefits Plan (plan 501)
- Methodology
- Data sources