Plan5500

East Yaphank, 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, East Yaphank, NY has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $25,551,667 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
2
Latest filing year
2023

What stands out in East Yaphank

  • 4 loaded plans hold $25.6M in reported assets across 2 sponsors.
  • The largest, Clare Rose, Inc. Profit Sharing And 401(K) Plan, holds 100% of reported East Yaphank plan assets.
  • Plans cover 692 participants — about 173 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 75% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$25.6MSummed across loaded plans$25,551,667
Total reported assets$25.6M$25,551,667
Total reported participants692
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$25.6M total assets
Net assets$25.6MLiabilities$0
Contributions & income
Employer contributions$798.4K
Participant contributions$945.4K
Total income / additions$5.9M
Expenses & distributions
Benefits paid / distributions$8.4M
Total expenses$8.6M
Net increase / (decrease)-$2.7M

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation3 / 4 (75%)

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

East Yaphank market comparison

Largest plan share of assets100%Clare Rose, Inc. Profit Sharing And 401(K) Plan
Participants per plan173Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in East Yaphank

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

  1. 1
    Clare Rose, Inc. Profit Sharing And 401(K) Plan$25.6M
    Clare Rose, Inc. · 2023
  2. 2
    Clare Rose, Inc. Union 401(K) Plan$0
    Clare Rose, Inc. · 2023
  3. 3
    Firematic Supply Co., Inc. Life And Ad&Dnot reported in the loaded dataset
    Firematic Supply Co., Inc. · 2023
  4. 4
    Clare Rose Health Benefit Plannot reported in the loaded dataset
    Clare Rose, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for East Yaphank, NY?
4 plan(s) reported by 2 sponsor(s) are loaded for East Yaphank, NY.

Related Form 5500 pages