Plan5500

Highland Mills, 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, Highland Mills, NY has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $436,679 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
2
Latest filing year
2023

What stands out in Highland Mills

  • 2 loaded plans hold $436.7K in reported assets across 2 sponsors.
  • The largest, Pine Hill Enterprises Inc. Retirement Plan, holds 69% of reported Highland Mills plan assets.
  • Plans cover 2 participants — about 1 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$436.7KSummed across loaded plans$436,679
Total reported assets$436.7K$436,679
Total reported participants2
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$436.7K total assets
Net assets$436.7KLiabilities—
Contributions & income
Total income / additions$10.7K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$0
Net increase / (decrease)$10.7K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Highland Mills market comparison

Largest plan share of assets69%Pine Hill Enterprises Inc. Retirement Plan
Participants per plan1Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Highland Mills

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

  1. 1
    Pine Hill Enterprises Inc. Retirement Plan$300K
    Pine Hill Enterprises Inc. · 2023
  2. 2
    Caplan Vending Inc. Retirement Plan$136.7K
    Caplan Vending Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages