Plan5500

Garden City, 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, Garden City, NY has 82 loaded benefit plan(s) reported by 55 plan sponsor(s), with $1,057,773,285 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
82
Plan sponsors
55
Latest filing year
2023

What stands out in Garden City

  • 82 loaded plans hold $1.1B in reported assets across 55 sponsors.
  • The largest, Adelphi University Defined Contribution Retirement Plan, holds 42% of reported Garden City plan assets.
  • Plans cover 26,256 participants — about 320 per plan.
  • 65% of loaded plans report full Schedule H/I financial statements.
  • 28% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.1BSummed across loaded plans$1,057,731,255
Total reported assets$1.1B$1,057,773,285
Total reported participants26.3K26,256
Total reported liabilities$42K$42,030

Reported net position

Reported assets = net assets + liabilities (summed)$1.1B total assets
Net assets$1.1BLiabilities$42K
Contributions & income
Employer contributions$26.8M
Participant contributions$41.5M
Total income / additions$228.8M
Expenses & distributions
Benefits paid / distributions$89.7M
Total expenses$91.6M
Net increase / (decrease)$137.2M

Data coverage

Plans with financial statements53 / 82 (65%)
Plans with provider compensation23 / 82 (28%)

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

Garden City market comparison

Largest plan share of assets42%Adelphi University Defined Contribution Retirement Plan
Participants per plan320Average across loaded plans
Plan sponsors55
Ranked by reported assets

Largest loaded plans in Garden City

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

  1. 1
    Adelphi University Defined Contribution Retirement Plan$439.2M
    Adelphi University · 2023
  2. 2
    Lifetime Brands, Inc. 401(K) Savings Plan$82.2M
    Lifetime Brands, Inc. · 2023
  3. 3
    Ophthalmic Consultants Of Long Island 401k Pl$63.5M
    Ophthalmic Consultants Of Long Island · 2023
  4. 4
    Sid Harvey Industries' 401(K) Savings And Profit Sharing Plan$44.3M
    Sid Harvey Industries, Inc. · 2023
  5. 5
    Moritt Hock & Hamroff Llp 401(K) Profit Sharing Plan$39.8M
    Moritt Hock & Hamroff Llp · 2023
  6. 6
    Meyer, Suozzi, English & Klein, P.C. 401(K) Plan$39.1M
    Meyer, Suozzi, English & Klein, P.C. · 2023
  7. 7
    Shelterpoint Life 401(K) Plan$38.4M
    Shelterpoint Life Insurance Company · 2023
  8. 8
    401(K) Savings And Retirement Plan For Emo Trans Employees$36.5M
    Emo Trans, Inc. · 2023
  9. 9
    Long Island Plastic Surgical Group, P.C. 401(K) Savings Plan$35.5M
    Long Island Plastic Surgical Group, P.C. · 2023
  10. 10
    Janover, LLC 401(K) Plan$23.8M
    Janover, LLC · 2023
  11. 11
    Jaspan Schlesinger Narendran Llp Retirement Plan$21M
    Jaspan Schlesinger Narendran Llp · 2023
  12. 12
    Life'S Worc 403(B) Profit Sharing Plan$19.3M
    Life'S Worc · 2023
  13. 13
    Tritech Communications, Inc. 401(K) Plan$17.8M
    Tritech Communications, Inc · 2023
  14. 14
    Prine Health Medical Group$15.1M
    Prine Health Medical Group · 2023
  15. 15
    Eac 401(K) Plan$14.8M
    Eac, Inc · 2023
  16. 16
    The Corporate Source, Inc. 401(A) Plan$13.2M
    The Corporate Source, Inc. · 2023
  17. 17
    403(B) Thrift Plan For Employees Of Family And Children'S Association, Inc.$13.1M
    Family And Children'S Associat · 2023
  18. 18
    Albanese Organization, Inc. 401(K) Profit Sharing Plan And Trust$13M
    Albanese Organization, Inc. · 2023
  19. 19
    United Asset Strategies, Inc. Employee Stock Ownership Plan$9.7M
    United Asset Strategies, Inc. · 2023
  20. 20
    Planet Payment, Inc. 401(K) Plan$7.5M
    Planet Payment, Inc. · 2023
  21. 21
    Mcdonnell Adels & Klestzick, Pllc 401(K) Profit Sharing Plan$6.7M
    Mcdonnell Adels & Klestzick, Pllc · 2023
  22. 22
    Waldorf School Of Garden City Defined Contribution Plan$6.1M
    The Waldorf School Of Garden City · 2023
  23. 23
    National Arbitration & Mediation LLC 401(K) Plan$6.1M
    National Arbitration & Mediation LLC · 2023
  24. 24
    Richner Communications, Inc 401(K) Plan$5.6M
    Richner Communications, Inc. · 2023
  25. 25
    Gentile Brengel And Lin Llp 401(K) Plan$4.8M
    Gentile Brengel And Lin Llp · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Garden City, NY?
82 plan(s) reported by 55 sponsor(s) are loaded for Garden City, NY.

Related Form 5500 pages