Plan5500

Hartsdale, 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, Hartsdale, NY has 7 loaded benefit plan(s) reported by 5 plan sponsor(s), with $65,436,214 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
5
Latest filing year
2023

What stands out in Hartsdale

  • 7 loaded plans hold $65.4M in reported assets across 5 sponsors.
  • The largest, The Leffell School Retirement Plan, holds 61% of reported Hartsdale plan assets.
  • Plans cover 2,059 participants — about 294 per plan.
  • 71% of loaded plans report full Schedule H/I financial statements.
  • 29% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$65.4MSummed across loaded plans$65,436,214
Total reported assets$65.4M$65,436,214
Total reported participants2.1K2,059
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$65.4M total assets
Net assets$65.4MLiabilities$0
Contributions & income
Employer contributions$722.8K
Participant contributions$3.7M
Total income / additions$14.3M
Expenses & distributions
Benefits paid / distributions$2.6M
Total expenses$2.7M
Net increase / (decrease)$11.6M

Data coverage

Plans with financial statements5 / 7 (71%)
Plans with provider compensation2 / 7 (29%)

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

Hartsdale market comparison

Largest plan share of assets61%The Leffell School Retirement Plan
Participants per plan294Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Hartsdale

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

  1. 1
    The Leffell School Retirement Plan$39.8M
    The Leffell School · 2023
  2. 2
    Essen Medical Associates, P.C. 401(K) Profit Sharing Plan & Trust$15.7M
    Essen Medical Associates, P.C. · 2023
  3. 3
    Janus Films Company Employees Profit-Sharing Plan$6.7M
    City Entertainment Corp · 2023
  4. 4
    Westchester Spine & Brain Surgery 401k Profit Sharing Plan$2.2M
    Westchester Spine & Brain Surgery · 2023
  5. 5
    Janus Films Company Employees Profit-Sharing Plan$1M
    Janus Films Company · 2023
  6. 6
    The Leffell School Employee Welfare Benefit Plannot reported in the loaded dataset
    The Leffell School · 2023
  7. 7
    Essen Medical Associates, P.C. Employee Benefits Plannot reported in the loaded dataset
    Essen Medical Associates, P.C. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Hartsdale, NY?
7 plan(s) reported by 5 sponsor(s) are loaded for Hartsdale, NY.

Related Form 5500 pages