Plan5500

Beacon, 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, Beacon, NY has 8 loaded benefit plan(s) reported by 8 plan sponsor(s), with $13,770,343 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
8
Latest filing year
2023

What stands out in Beacon

  • 8 loaded plans hold $13.8M in reported assets across 8 sponsors.
  • The largest, Docuware Corporation 401(K) Savings Plan, holds 89% of reported Beacon plan assets.
  • Plans cover 301 participants — about 38 per plan.
  • 88% of loaded plans report full Schedule H/I financial statements.
  • 13% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$13.8MSummed across loaded plans$13,768,525
Total reported assets$13.8M$13,770,343
Total reported participants301
Total reported liabilities$1.8K$1,818

Reported net position

Reported assets = net assets + liabilities (summed)$13.8M total assets
Net assets$13.8MLiabilities$1.8K
Contributions & income
Employer contributions$668.1K
Participant contributions$874.7K
Total income / additions$4.5M
Expenses & distributions
Benefits paid / distributions$507.4K
Total expenses$561.6K
Net increase / (decrease)$4M

Data coverage

Plans with financial statements7 / 8 (88%)
Plans with provider compensation1 / 8 (13%)

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

Beacon market comparison

Largest plan share of assets89%Docuware Corporation 401(K) Savings Plan
Participants per plan38Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Beacon

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

  1. 1
    Docuware Corporation 401(K) Savings Plan$12.2M
    Docuware Corporation · 2023
  2. 2
    Cs Landscaping Services And Masonry Design, Inc. Retirement Plan$1.2M
    Cs Landscaping Services And Masonry Design, Inc. · 2023
  3. 3
    Spectacular Spec, LLC 401(K) Profit Sharing Plan & Trust$168.3K
    Spectacular Spec, LLC · 2023
  4. 4
    Beacon'S Flowers And Gifts Retirement Plan$90.5K
    Beacon'S Flowers And Gifts, Inc. · 2023
  5. 5
    New York Dogworks Inc 401(K) Plan$52.2K
    New York Dogworks Inc. · 2023
  6. 6
    Romowners Deferred Compensation Plan$27.2K
    Romowners, Inc. · 2023
  7. 7
    Labelle Food & Beverage 401k Trust$0
    Labelle Food & Beverage Corp · 2023
  8. 8
    Dia Art Foundation Welfare Benefits Plannot reported in the loaded dataset
    Dia Art Foundation · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Beacon, NY?
8 plan(s) reported by 8 sponsor(s) are loaded for Beacon, NY.

Related Form 5500 pages