Plan5500

Delmar, 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, Delmar, NY has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $514,588 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 Delmar

  • 3 loaded plans hold $514.6K in reported assets across 3 sponsors.
  • The largest, Delmar Window Fashions, Inc. Retirement Plan, holds 53% of reported Delmar plan assets.
  • Plans cover 7 participants — about 2 per plan.
  • 100% 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$514.6KSummed across loaded plans$514,588
Total reported assets$514.6K$514,588
Total reported participants7
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$514.6K total assets
Net assets$514.6KLiabilities—
Contributions & income
Total income / additions$142.8K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$4
Net increase / (decrease)$142.8K

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

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

Delmar market comparison

Largest plan share of assets53%Delmar Window Fashions, Inc. Retirement Plan
Participants per plan2Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Delmar

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

  1. 1
    Delmar Window Fashions, Inc. Retirement Plan$275K
    Delmar Window Fashions, Inc. · 2023
  2. 2
    Golden Spiral Management, Ltd. Retirement Plan$151.5K
    Golden Spiral Management, Ltd. · 2023
  3. 3
    Breezycare Services Inc. Retirement Plan$88.1K
    Breezycare Services Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages