Plan5500

Greenport, 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, Greenport, NY has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $10,618,562 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

What stands out in Greenport

  • 2 loaded plans hold $10.6M in reported assets across 1 sponsors.
  • The largest, 403(B) Thrift Plan Of Peconic Landing At Southold, Inc., holds 100% of reported Greenport plan assets.
  • Plans cover 535 participants — about 268 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10.6MSummed across loaded plans$10,618,562
Total reported assets$10.6M$10,618,562
Total reported participants535
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$10.6M total assets
Net assets$10.6MLiabilities$0
Contributions & income
Employer contributions$354.4K
Participant contributions$852K
Total income / additions$2.4M
Expenses & distributions
Benefits paid / distributions$1M
Total expenses$1.1M
Net increase / (decrease)$1.4M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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

Greenport market comparison

Largest plan share of assets100%403(B) Thrift Plan Of Peconic Landing At Southold, Inc.
Participants per plan268Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Greenport

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

  1. 1
    403(B) Thrift Plan Of Peconic Landing At Southold, Inc.$10.6M
    Peconic Landing At Southold, Inc. · 2023
  2. 2
    Peconic Landing At Southold, Inc. Employee Benefits Programnot reported in the loaded dataset
    Peconic Landing · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Greenport, NY?
2 plan(s) reported by 1 sponsor(s) are loaded for Greenport, NY.

Related Form 5500 pages