Great Neck, 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, Great Neck, NY has 55 loaded benefit plan(s) reported by 40 plan sponsor(s), with $2,600,165,059 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 55
- Plan sponsors
- 40
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $2,600,165,059
- Total reported liabilities (EOY)
- $31,052,905
- Total reported net assets (EOY)
- $2,569,112,154
Contributions & income
- Employer contributions
- $131,280,176
- Participant contributions
- $42,580,060
- Total income / additions
- $504,708,485
Expenses & distributions
- Benefits paid / distributions
- $263,745,034
- Total expenses
- $273,115,940
- Net increase / (decrease)
- $231,592,545
Coverage
- Total reported participants
- 31,661
- Plans with financial statements
- 41
- Plans with provider compensation
- 15
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Great Neck, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Soft Drink And Brewery Workers Union Local 812 Retirement Fund | Board Of Trustees Soft Drink And Brewery Workers | $933,719,402 | 2023 |
| Local 817 Ibt Pension Fund | Theatrical Teamsters Local 817 Pension Fund | $625,321,561 | 2023 |
| First Quality Savings And Investment Plan | First Quality Enterprises Inc. | $404,321,991 | 2023 |
| Garfunkel Wild Pc 401(K) Retirement Plan | Garfunkel Wild Pc | $78,290,148 | 2023 |
| Local 817 Ibt Welfare Fund | Teamsters Local 817 Welfare Fund | $74,803,845 | 2023 |
| Teamsters Local 817 Scholarship Fund | Teamsters 817 Ibt Scholarship Fund | $50,000,709 | 2023 |
| Reit Management Corp. Pension Plan | Reit Management Corp. | $49,139,949 | 2023 |
| Flextrade Systems 401(K) And Profit Sharing Plan | Flextrade Systems, Inc. | $45,811,019 | 2023 |
| Iovino Enterprises, LLC 401(K) Plan | Iovino Enterprises, LLC | $40,126,671 | 2023 |
| Gould Investors L.P. Pension Plan | Gould Investors L.P. | $39,065,363 | 2023 |
| Sterling Equities Associates Employees Retirement Plan | Sterling Equities Associates, LLC. | $36,407,858 | 2023 |
| North Shore Hebrew Academy Defined Contribution Retirement Plan | North Shore Hebrew Academy | $32,030,249 | 2023 |
| Reit Management Corp. Profit Sharing Plan | Reit Management Corp. | $27,706,068 | 2023 |
| Local 812 Annuity Fund | Board Of Trustees Local 812 Annuity Fund | $21,701,638 | 2023 |
| Stuart Frankel & Co Inc. Money Purchase Plan | Stuart Frankel & Co Inc. | $19,584,571 | 2023 |
| Brt Apartments Corp. Pension Plan | Brt Apartments Corp. | $18,781,734 | 2023 |
| Reit Management Corp. 401(K) Plan | Reit Management Corp. | $16,158,662 | 2023 |
| Wego Chemical Group Lp 401(K) Plan | Wego Chemical Group Lp | $13,319,366 | 2023 |
| Local 812 Health Fund | Board Of Trustees Local 812 Health Fund | $12,829,281 | 2023 |
| Le Vian Corp. 401(K) Profit Sharing Plan And Trust | Le Vian Corp | $7,996,203 | 2023 |
| Samuel S Adelsberg & Co Retirement Plan | Samuel S Adelsberg & Co | $7,730,942 | 2023 |
| Svam International 401(K) Plan | Svam International, Inc. | $7,262,198 | 2023 |
| One Liberty Properties, Inc. Pension Plan | One Liberty Properties, Inc. | $5,901,248 | 2023 |
| Power Express 401(K) Retirement Plan | Wall Street Mortgage Bankers | $4,963,539 | 2023 |
| Primary Partnercare Physicians, Pllc 401(K) Profit Sharing Plan | Primary Partnercare Physicians, Pllc | $3,861,524 | 2023 |
Largest plans in Great Neck → · Great Neck plans by participants → · Great Neck plans with financial data → · Great Neck plans with provider compensation → · $1B+ plans in Great Neck →
Related Form 5500 pages
- All NY Form 5500 filings
- Soft Drink And Brewery Workers Union Local 812 Retirement Fund (plan 001)
- Board Of Trustees Soft Drink And Brewery Workers — all reported plans
- Local 817 Ibt Pension Fund (plan 001)
- Theatrical Teamsters Local 817 Pension Fund — all reported plans
- First Quality Savings And Investment Plan (plan 001)
- First Quality Enterprises Inc. — all reported plans
- Garfunkel Wild Pc 401(K) Retirement Plan (plan 002)
- Garfunkel Wild Pc — all reported plans
- Local 817 Ibt Welfare Fund (plan 501)
- Teamsters Local 817 Welfare Fund — all reported plans
- Teamsters Local 817 Scholarship Fund (plan 503)
- Teamsters 817 Ibt Scholarship Fund — all reported plans
- Reit Management Corp. Pension Plan (plan 002)
- Reit Management Corp. — all reported plans
- Flextrade Systems 401(K) And Profit Sharing Plan (plan 002)
- Flextrade Systems, Inc. — all reported plans
- Iovino Enterprises, LLC 401(K) Plan (plan 001)
- Iovino Enterprises, LLC — all reported plans
- Gould Investors L.P. Pension Plan (plan 001)
- Gould Investors L.P. — all reported plans
- Sterling Equities Associates Employees Retirement Plan (plan 001)
- Sterling Equities Associates, LLC. — all reported plans
- North Shore Hebrew Academy Defined Contribution Retirement Plan (plan 001)
- North Shore Hebrew Academy — all reported plans
- Reit Management Corp. Profit Sharing Plan (plan 003)
- Local 812 Annuity Fund (plan 001)
- Board Of Trustees Local 812 Annuity Fund — all reported plans
- Stuart Frankel & Co Inc. Money Purchase Plan (plan 004)
- Stuart Frankel & Co Inc. — all reported plans
- Methodology
- Data sources