Plan5500

Brookhaven, 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, Brookhaven, NY has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $244,432,371 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
4
Latest filing year
2023

What stands out in Brookhaven

  • 5 loaded plans hold $244.4M in reported assets across 4 sponsors.
  • The largest, Amneal Pharmaceuticals LLC And Subsidiaries 401(K) Plan, holds 96% of reported Brookhaven plan assets.
  • Plans cover 4,481 participants — about 896 per plan.
  • 60% of loaded plans report full Schedule H/I financial statements.
  • 40% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$244.7MSummed across loaded plans$244,671,148
Total reported assets$244.4M$244,432,371
Total reported participants4.5K4,481
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$244.4M total assets
Net assets$244.7MLiabilities$0
Contributions & income
Employer contributions$10.5M
Participant contributions$20.6M
Total income / additions$68.7M
Expenses & distributions
Benefits paid / distributions$16.6M
Total expenses$17.1M
Net increase / (decrease)$51.7M

Data coverage

Plans with financial statements3 / 5 (60%)
Plans with provider compensation2 / 5 (40%)

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

Brookhaven market comparison

Largest plan share of assets96%Amneal Pharmaceuticals LLC And Subsidiaries 401(K) Plan
Participants per plan896Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Brookhaven

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

  1. 1
    Amneal Pharmaceuticals LLC And Subsidiaries 401(K) Plan$235M
    Amneal Pharmaceuticals LLC · 2023
  2. 2
    Health Facility Retirement Plan$8.8M
    Bellhaven Managemen LLC Dba · 2023
  3. 3
    Belle Terre Enterprises, Inc. 401(K) Plan$614.4K
    Belle Terre Enterprises, Inc. · 2023
  4. 4
    Bellhaven Center For Rehabnot reported in the loaded dataset
    Bellhaven Center For Rehabilitation And Nursing Care · 2023
  5. 5
    M & M Fisheries, Inc. 401(K) Profit Sharing Plannot reported in the loaded dataset
    M & M Fisheries, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Brookhaven, NY?
5 plan(s) reported by 4 sponsor(s) are loaded for Brookhaven, NY.

Related Form 5500 pages