Plan5500

Dix Hills, 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, Dix Hills, NY has 7 loaded benefit plan(s) reported by 7 plan sponsor(s), with $9,242,135 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
7
Latest filing year
2023

What stands out in Dix Hills

  • 7 loaded plans hold $9.2M in reported assets across 7 sponsors.
  • The largest, Dr. Raymond Cavaliere Profit Sharing Plan, holds 47% of reported Dix Hills plan assets.
  • Plans cover 22 participants — about 3 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$9.2MSummed across loaded plans$9,242,135
Total reported assets$9.2M$9,242,135
Total reported participants22
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$9.2M total assets
Net assets$9.2MLiabilities$0
Contributions & income
Employer contributions$185.1K
Participant contributions$97.3K
Total income / additions$2.2M
Expenses & distributions
Benefits paid / distributions$0
Total expenses$12.5K
Net increase / (decrease)$2.2M

Data coverage

Plans with financial statements7 / 7 (100%)
Plans with provider compensation0 / 7 ()

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

Dix Hills market comparison

Largest plan share of assets47%Dr. Raymond Cavaliere Profit Sharing Plan
Participants per plan3Average across loaded plans
Plan sponsors7
Ranked by reported assets

Largest loaded plans in Dix Hills

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

  1. 1
    Dr. Raymond Cavaliere Profit Sharing Plan$4.3M
    Dr. Raymond Cavaliere · 2023
  2. 2
    Jeffrey M. Nakhjavan, Do, P.C. 401(K) Plan$3.3M
    Jeffrey M. Nakhjavan, Do, P.C. · 2023
  3. 3
    S Klahr Inc Profit Sharing Plan F/B/O Alison Dym$733.5K
    S Klahr Inc · 2023
  4. 4
    Vftc Tr Lori S. Chinitz Individual 401(K)$494.1K
    Vftc Tr Lori S. Chinitz · 2023
  5. 5
    Crrr Inc. Retirement Plan$239K
    Crrr Inc. · 2023
  6. 6
    Emp Hvac Inc. 401(K) Plan$115.3K
    Emp Hvac Inc. · 2023
  7. 7
    Eoa Jackson Inc. Retirement Plan$64.5K
    Eoa Jackson Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Dix Hills, NY?
7 plan(s) reported by 7 sponsor(s) are loaded for Dix Hills, NY.

Related Form 5500 pages