Hauppauge, 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, Hauppauge, NY has 131 loaded benefit plan(s) reported by 84 plan sponsor(s), with $3,801,609,112 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 131
- Plan sponsors
- 84
- Latest filing year
- 2023
What stands out in Hauppauge
- 131 loaded plans hold $3.8B in reported assets across 84 sponsors.
- The largest, I.B.E.W. Local 25 Retirement Fund Master Trust, holds 29% of reported Hauppauge plan assets.
- Plans cover 51,320 participants — about 392 per plan.
- 63% of loaded plans report full Schedule H/I financial statements.
- 42% report Schedule C provider compensation.
Reported financial aggregate
Reported net position
Data coverage
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Hauppauge, 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.
Hauppauge market comparison
Largest loaded plans in Hauppauge
Bars show each plan's reported end-of-year assets relative to the largest.
- 1Board Of Trustees I.B.E.W. Local 25 Retirement Fund Master Trust · 2023
- 2Board Of Trust Of The Annuity Fd Of The Electrical Industry Of Li · 2023
- 3
- 4
- 5
- 6Board Of Trustees Of The Ibew Local 25 Health & Benefit Fund · 2023
- 7
- 8
- 9Teachers Federal Credit Union · 2023
- 10
- 11Voxx International Corporation · 2023
- 12
- 13
- 14
- 15
- 16
- 17
- 18Island Federal Credit Union · 2023
- 19
- 20
- 21
- 22Board Of Trustees Local 154 Annuity Fund · 2023
- 23
- 24Board Of Trustees Local 154 Pension Fund · 2023
- 25
Largest plans in Hauppauge → · Hauppauge plans by participants → · Hauppauge plans with financial data → · Hauppauge plans with provider compensation → · $1B+ plans in Hauppauge →
Frequently asked questions
- How many Form 5500 benefit plans are loaded for Hauppauge, NY?
- 131 plan(s) reported by 84 sponsor(s) are loaded for Hauppauge, NY.
Related Form 5500 pages
- All NY Form 5500 filings
- I.B.E.W. Local 25 Retirement Fund Master Trust (plan 001)
- Board Of Trustees I.B.E.W. Local 25 Retirement Fund Master Trust — all reported plans
- Annuity Fd Of The Electrical Industry Of Long Island (plan 002)
- Board Of Trust Of The Annuity Fd Of The Electrical Industry Of Li — all reported plans
- I. B. E. W. Local 25 401k Fund (plan 003)
- Board Of Trustees Of I.B.E.W. Local 25 401k Fund — all reported plans
- I. B. E. W. Local 25 Pension Fund (plan 001)
- Board Of Trustees I.B.E.W. Local 25 Pension Fund — all reported plans
- Dime Community Bank 401(K) Plan (plan 002)
- Dime Community Bank — all reported plans
- Ibew Local 25 Health & Benefit Fund (plan 501)
- Board Of Trustees Of The Ibew Local 25 Health & Benefit Fund — all reported plans
- Food Authority Employee Stock Ownership Plan (plan 001)
- Food Authority — all reported plans
- Teachers Federal Credit Union Defined Benefit Plan (plan 003)
- Teachers Federal Credit Union — all reported plans
- Teachers Federal Credit Union Cash Or Deferred Compensation Plan (plan 001)
- Retirement Plan For Employees Of King Kullen (plan 006)
- King Kullen Grocery Co., Inc. — all reported plans
- Voxx International Corporation Profit Sharing And 401(K) Plan (plan 001)
- Voxx International Corporation — all reported plans
- Spellman 401(K) Savings Plan (plan 002)
- Spellman High Voltage Electronics Corporation — all reported plans
- Muller Martini 401k Super Savings Investment Plan (plan 002)
- Muller Martini Corp. — all reported plans
- Schultheis & Panettieri, Llp 401(K)/Profit Sharing Plan (plan 003)
- Schultheis & Panettieri, Llp — all reported plans
- King Kullen 401 (K) Savings And Investment Plan (plan 009)
- Methodology
- Data sources