Plan5500

Arverne, 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, Arverne, NY has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $1,008,833 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
3
Latest filing year
2023

What stands out in Arverne

  • 3 loaded plans hold $1M in reported assets across 3 sponsors.
  • The largest, Beltran Ventures Retirement Plan, holds 91% of reported Arverne plan assets.
  • Plans cover 84 participants — about 28 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1MSummed across loaded plans$1,008,833
Total reported assets$1M$1,008,833
Total reported participants84
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1M total assets
Net assets$1MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$290.8K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)$290.8K

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation0 / 3 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Arverne, 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.

Computed from loaded plans

Arverne market comparison

Largest plan share of assets91%Beltran Ventures Retirement Plan
Participants per plan28Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Arverne

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Beltran Ventures Retirement Plan$920.3K
    Beltran Ventures Corp · 2023
  2. 2
    Wesley Enterprises Inc 401k Profit Sharing Plan$88.5K
    Wesley Enterprises Inc · 2023
  3. 3
    Joseph P Addabbo Family Health Center Employee Benefits Plannot reported in the loaded dataset
    Joseph P Addabbo Family Health Center · 2023

Largest plans in Arverne → · Arverne plans by participants → · Arverne plans with financial data → · Arverne plans with provider compensation → · $1B+ plans in Arverne →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Arverne, NY?
3 plan(s) reported by 3 sponsor(s) are loaded for Arverne, NY.

Related Form 5500 pages