Harrison, 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, Harrison, NY has 24 loaded benefit plan(s) reported by 17 plan sponsor(s), with $428,362,426 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 24
- Plan sponsors
- 17
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $428,362,426
- Total reported liabilities (EOY)
- $63,414
- Total reported net assets (EOY)
- $428,299,012
Contributions & income
- Employer contributions
- $9,478,101
- Participant contributions
- $25,300,305
- Total income / additions
- $106,460,286
Expenses & distributions
- Benefits paid / distributions
- $22,506,453
- Total expenses
- $23,511,894
- Net increase / (decrease)
- $82,948,392
Coverage
- Total reported participants
- 6,722
- Plans with financial statements
- 17
- Plans with provider compensation
- 7
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Harrison, 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 |
|---|---|---|---|
| Pkf O'Connor Davies, Llp 401(K) Savings & Retirement Plan | Pkf O'Connor Davies, Llp | $272,550,811 | 2023 |
| St. Vincent'S Hospital Westchester 403(B) Defined Contribution Retirement Plan | St. Vincents Hospital Westchester | $34,888,053 | 2023 |
| Mariner Investment Group, LLC 401(K) Profit Sharing Plan | Mariner Investment Group, LLC | $28,754,003 | 2023 |
| Somnia, Inc. 401(K) Plan & Trust | Somnia, Inc. | $24,437,500 | 2023 |
| York International Agency Holding Co., Inc. Employee Stock Ownership Plan | York International Agency Holding Co., Inc. | $21,791,085 | 2023 |
| Case Paper Co., Inc. 401(K) Profit Sharing Plan | Case Paper Co., Inc. | $16,618,922 | 2023 |
| Garnet Capital Advisors LLC 401(K) Plan | Garnet Capital Advisors, LLC | $10,370,392 | 2023 |
| Adhawk, Inc. 401(K) Plan | Adhawk Inc. | $6,006,462 | 2023 |
| The Cotswold Group, Inc. Pension Plan | The Cotswold Group, Inc. | $4,836,926 | 2023 |
| Welch Capital Partners, LLC 401(K) Profit Sharing Plan | Welch Capital Partners, LLC | $3,638,738 | 2023 |
| Rp Baking 401(K) Profit Sharing Plan And Trust | Rp Baking | $2,436,717 | 2023 |
| Palekar Family Medical Services Pc, Profit Sharing Plan | Palekar Family Medical Services Pc | $690,758 | 2023 |
| Factory Diagnostics Inc. 401(K) Plan | Factory Diagnostics Inc. | $667,175 | 2023 |
| Band, Rosenbaum & Martin, P.C. Profit Sharing Plan And Trust | Band Rosenbaum & Martin, Pc | $600,679 | 2023 |
| Profit Sharing Plan | Retina Practice Of White Plains | $35,355 | 2023 |
| 3ptcapital 401k | 3ptcapital Corp. | $22,282 | 2023 |
| Money Purchase Plan | Retina Practice Of White Plains | $16,568 | 2023 |
| Somnia, Inc. & Affiliates Medical Plan | Somnia, Inc. & Affiliates | not reported in the loaded dataset | 2023 |
| Somnia & Affiliates Ancillary Welfare Benefit Plan | Somnia, Inc. & Affiliates | not reported in the loaded dataset | 2023 |
| Apple Metro, Inc. Employee Health Plan | Apple Metro, Inc. | not reported in the loaded dataset | 2023 |
| O'Connor Davies, Llp Health Plan | Pkf O'Connor Davies, Llp | not reported in the loaded dataset | 2023 |
| O'Connor Davies,Llp Life & Disability Insurance Plan | Pkf O'Connor Davies, Llp | not reported in the loaded dataset | 2023 |
| Adhawk Inc. Dba Broadlume Health And Welfare Plans | Adhawk Inc. Dba Broadlume | not reported in the loaded dataset | 2023 |
| Mariner Investment Group, LLC Consolidated Welfare Benefit Plan | Mariner Investment Group, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Harrison → · Harrison plans by participants → · Harrison plans with financial data → · Harrison plans with provider compensation → · $1B+ plans in Harrison →
Related Form 5500 pages
- All NY Form 5500 filings
- Pkf O'Connor Davies, Llp 401(K) Savings & Retirement Plan (plan 002)
- Pkf O'Connor Davies, Llp — all reported plans
- St. Vincent'S Hospital Westchester 403(B) Defined Contribution Retirement Plan (plan 001)
- St. Vincents Hospital Westchester — all reported plans
- Mariner Investment Group, LLC 401(K) Profit Sharing Plan (plan 001)
- Mariner Investment Group, LLC — all reported plans
- Somnia, Inc. 401(K) Plan & Trust (plan 001)
- Somnia, Inc. — all reported plans
- York International Agency Holding Co., Inc. Employee Stock Ownership Plan (plan 002)
- York International Agency Holding Co., Inc. — all reported plans
- Case Paper Co., Inc. 401(K) Profit Sharing Plan (plan 004)
- Case Paper Co., Inc. — all reported plans
- Garnet Capital Advisors LLC 401(K) Plan (plan 001)
- Garnet Capital Advisors, LLC — all reported plans
- Adhawk, Inc. 401(K) Plan (plan 001)
- Adhawk Inc. — all reported plans
- The Cotswold Group, Inc. Pension Plan (plan 001)
- The Cotswold Group, Inc. — all reported plans
- Welch Capital Partners, LLC 401(K) Profit Sharing Plan (plan 001)
- Welch Capital Partners, LLC — all reported plans
- Rp Baking 401(K) Profit Sharing Plan And Trust (plan 001)
- Rp Baking — all reported plans
- Palekar Family Medical Services Pc, Profit Sharing Plan (plan 001)
- Palekar Family Medical Services Pc — all reported plans
- Factory Diagnostics Inc. 401(K) Plan (plan 001)
- Factory Diagnostics Inc. — all reported plans
- Band, Rosenbaum & Martin, P.C. Profit Sharing Plan And Trust (plan 002)
- Band Rosenbaum & Martin, Pc — all reported plans
- Profit Sharing Plan (plan 002)
- Retina Practice Of White Plains — all reported plans
- Methodology
- Data sources