Brooklyn, 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, Brooklyn, NY has 599 loaded benefit plan(s) reported by 420 plan sponsor(s), with $28,773,524,262 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
599
Plan sponsors
420
Latest filing year
2023

What stands out in Brooklyn

  • 599 loaded plans hold $28.8B in reported assets across 420 sponsors.
  • The largest, National Grid Usa Co. Incentive Thrift Plan, holds 20% of reported Brooklyn plan assets.
  • Plans cover 455,321 participants — about 760 per plan.
  • 70% of loaded plans report full Schedule H/I financial statements.
  • 42% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$28BSummed across loaded plans$27,973,349,779
Total reported assets$28.8B$28,773,524,262
Total reported participants455.3K455,321
Total reported liabilities$807M$806,967,813

Reported net position

Reported assets = net assets + liabilities (summed)$28.8B total assets
Net assets$28BLiabilities$807M
Contributions & income
Employer contributions$568.5M
Participant contributions$592.9M
Total income / additions$4.3B
Expenses & distributions
Benefits paid / distributions$2.4B
Total expenses$2.5B
Net increase / (decrease)$1.8B

Data coverage

Plans with financial statements418 / 599 (70%)
Plans with provider compensation254 / 599 (42%)

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

Brooklyn market comparison

Largest plan share of assets20%National Grid Usa Co. Incentive Thrift Plan
Participants per plan760Average across loaded plans
Plan sponsors420
Ranked by reported assets

Largest loaded plans in Brooklyn

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

  1. 1
    National Grid Usa Service Company, Inc. · 2023
  2. 2
    National Grid Usa Service Company, Inc. · 2023
  3. 3
    National Grid Usa Service Company, Inc. · 2023
  4. 4
    National Grid Usa Service Company, Inc. · 2023
  5. 5
    National Grid Usa Service Company, Inc. · 2023
  6. 6
  7. 7
    National Grid Usa Service Company, Inc. · 2023
  8. 8
    National Grid Usa Service Company, Inc. · 2023
  9. 9
    Maimonides Medical Center · 2023
  10. 10
    National Grid Usa Service Company, Inc. · 2023
  11. 11
  12. 12
    National Grid Usa Service Company, Inc. · 2023
  13. 13
    National Grid Usa Service Company, Inc. · 2023
  14. 14
    Board Of Trustees Of United Teamster Pension Fund A · 2023
  15. 15
    National Grid Usa Service Company, Inc. · 2023
  16. 16
    The Brooklyn Hospital Center · 2023
  17. 17
  18. 18
    Etsy, Inc. · 2023
  19. 19
    Brookdale Hospital Medical Center · 2023
  20. 20
  21. 21
  22. 22
    Maimonides Medical Center · 2023
  23. 23
    National Grid Usa Service Company, Inc. · 2023
  24. 24
    Amplify Education, Inc. · 2023
  25. 25
    St. Joseph'S University, New York · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Brooklyn, NY?
599 plan(s) reported by 420 sponsor(s) are loaded for Brooklyn, NY.

Related Form 5500 pages