Plan5500

Holbrook, 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, Holbrook, NY has 9 loaded benefit plan(s) reported by 8 plan sponsor(s), with $48,528,880 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
8
Latest filing year
2023

What stands out in Holbrook

  • 9 loaded plans hold $48.5M in reported assets across 8 sponsors.
  • The largest, Future Tech Retirement Fund, holds 35% of reported Holbrook plan assets.
  • Plans cover 1,292 participants — about 144 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$48.5MSummed across loaded plans$48,528,880
Total reported assets$48.5M$48,528,880
Total reported participants1.3K1,292
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$48.5M total assets
Net assets$48.5MLiabilities$0
Contributions & income
Employer contributions$676.1K
Participant contributions$2M
Total income / additions$10.5M
Expenses & distributions
Benefits paid / distributions$4.6M
Total expenses$4.8M
Net increase / (decrease)$5.7M

Data coverage

Plans with financial statements6 / 9 (67%)
Plans with provider compensation3 / 9 (33%)

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

Holbrook market comparison

Largest plan share of assets35%Future Tech Retirement Fund
Participants per plan144Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Holbrook

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

  1. 1
    Future Tech Retirement Fund$16.9M
    Future Tech Enterprise, Inc. · 2023
  2. 2
    Latium Usa Group 401(K) Plan$14.5M
    Four Seasons Solar Products LLC · 2023
  3. 3
    Guaranteed Returns 401(K) Profit Sharing Plan$11M
    Devos Ltd. D/B/A Guaranteed Returns · 2023
  4. 4
    Bethel Electrical Contracting Ltd Profit Sharing Plan$4.7M
    Bethel Electrical Contracting Ltd · 2023
  5. 5
    Caraballo Enterprises Inc. Retirement Plan$1.4M
    Caraballo Enterprises Inc. · 2023
  6. 6
    American Portfolios Holdings,$0
    American Portfolios Holdings, In · 2023
  7. 7
    Latium Investments Partnership Employee Benefits Plannot reported in the loaded dataset
    Latium Investments Partnership · 2023
  8. 8
    Latium Investments Partnership Hra Plannot reported in the loaded dataset
    Latium Investments Partnership · 2023
  9. 9
    Group Life & Ad&Dnot reported in the loaded dataset
    20/20 Vision Center, LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Holbrook, NY?
9 plan(s) reported by 8 sponsor(s) are loaded for Holbrook, NY.

Related Form 5500 pages