Woodbury, 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, Woodbury, NY has 59 loaded benefit plan(s) reported by 41 plan sponsor(s), with $991,923,822 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
59
Plan sponsors
41
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$991,923,822
Total reported liabilities (EOY)
$7,080,121
Total reported net assets (EOY)
$984,577,682

Contributions & income

Employer contributions
$46,093,476
Participant contributions
$47,112,446
Total income / additions
$254,011,780

Expenses & distributions

Benefits paid / distributions
$83,335,714
Total expenses
$91,103,494
Net increase / (decrease)
$162,908,286

Coverage

Total reported participants
31,488
Plans with financial statements
46
Plans with provider compensation
24

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Woodbury, 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 Woodbury, NY
PlanSponsorReported assets (EOY)Year
Local 1102 Health And Benefit FundLocal 1102 Health & Benefit Fund$154,670,2202023
Cardworks Inc. 401(K) Retirement PlanCardworks, Inc$102,227,8212023
Crossway 401(K) PlanCassena Care, LLC$87,170,0072023
Arizona Iced Tea 401(K) PlanBeverage Marketing Usa, Incorpor$74,576,7512023
Maxim Group, LLC 401(K) PlanMaxim Group, LLC$72,179,2242023
D & B Engineers And Architects, D.P.C. Employees Savings And Retirement PlanD & B Engineers And Architects, D.P.C.$67,138,2432023
Clever Devices Ltd. 401(K) PlanClever Devices Ltd.$61,373,9562023
Kravet Inc. 401(K) Savings And Profit Sharing PlanKravet Inc.$60,010,3292023
Local 1102 Amalgamated Pension FundBoard Of Trustees Of Local 1102 Amalgamated Pension Fund$47,369,2532023
Kaufman Dolowich,Llp Retirement PlanKaufman Dolowich,Llp$38,190,3822023
Local 1102 Retirement TrustLocal 1102 Retirement Trust$35,891,7922023
Milber, Makris, Plousadis & Seiden 401(K) PlanMilber, Makris, Plousadis & Seiden Llp$26,075,5792023
Mcs Group Retirement Savings PlanMilitary Car Sales, Inc.$22,307,1842023
Local 1102 401(K) Retirement PlanLocal 1102 401(K) Retirement Plan$18,819,8182023
Storeworkers Retirement PlanLocal 1102 Storeworkers Retirement Fund$18,698,3262023
Stanton Carpet Corp. 401(K) PlanStanton Carpet Corp.$16,676,3662023
Air Stream Air Conditioning Corp. Profit Sharing Plan & TrustNon-Union - Air Stream Air Conditioning Corp.$11,339,7712023
Gettry Marcus Cpa, P.C. 401(K) PlanGettry Marcus Cpa, P.C.$10,363,6492023
Trackforce 401(K) PlanTrackforce, Inc.$8,549,5962023
Win-Holt Equipment Corporation 401(K) Savings PlanWin-Holt Equipment Corporation$7,352,4722023
Selip & Stylianou, Llp 401(K) Savings PlanSelip & Stylianou, Llp$6,995,1732023
Daniel P. Buttafuoco Profit Sharing PlanDaniel P. Buttafuoco & Associates, Pllc$5,169,4932023
Keller Oreilly & Watson, P.C. Salary Deferral (401-K) PlanKeller Oreilly & Watson, P.C.$4,987,0362023
Raphael Goldberg Nikpour Cohen & Sullivan Cpa'S Pllc 401(K) PlanRaphael Goldberg Nikpour Cohen & Sullivan Cpa'S, Pllc$4,935,5512023
Raytex/Travis 401(K) Profit Sharing Plan And TrustRaytex Fabrics, Inc.$3,758,0912023

Related Form 5500 pages