Islandia, 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, Islandia, NY has 19 loaded benefit plan(s) reported by 14 plan sponsor(s), with $633,258,618 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
19
Plan sponsors
14
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$633,258,618
Total reported liabilities (EOY)
$1,066,667
Total reported net assets (EOY)
$632,191,951

Contributions & income

Employer contributions
$12,745,380
Participant contributions
$28,960,498
Total income / additions
$150,537,188

Expenses & distributions

Benefits paid / distributions
$93,514,713
Total expenses
$94,291,968
Net increase / (decrease)
$56,245,220

Coverage

Total reported participants
11,200
Plans with financial statements
14
Plans with provider compensation
9

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

Largest loaded plans in Islandia, NY
PlanSponsorReported assets (EOY)Year
Intrado Corporation Employee 401(K) PlanWest Technology Holdings, LLC$224,203,0132023
Festo Corporation 401(K) PlanFesto Corporation$146,281,7782023
Roux Associates, Inc. Profit Sharing/401k PlanRoux Associates, Inc.$92,851,0882023
J. P. Express Employee Stock Ownership PlanJp Express Service, Inc.$55,356,0362023
Lewis Johs Avallone Aviles Retirement PlanLewis Johs Avallone Aviles, Llp$26,426,0702023
Whitsons Food Service Corp. 401(K) PlanWhitsons Food Service Corp.$22,443,8142023
Wales-Darby, Inc. 401(K) Profit Sharing PlanWales-Darby, Inc.$16,398,3212023
Tap & Affiliates 401(K) PlanTap Electric Metro Jv$15,150,6482023
Horn Usa Inc 401k Profit Sharing Plan And TrustHorn Usa Inc$12,291,4932023
Jp Express Service 401(K) PlanJp Express Service Inc.$8,928,1782023
Arcadia Management, Inc. 401(K) PlanArcadia Management, Inc.$4,802,3362023
Kld Engineering, P.C. 401(K) PlanKld Engineering, P.C.$4,259,8402023
Nucci Bros. Pool Supplies, Inc. 401(K) PlanNucci Bros. Pool Supplies, Inc.$3,865,2442023
Staller Associates, Inc. Voluntary Employees' Beneficiary Assoc.Staller Associates Realty Inc.$7592023
Festo Corporation Employee Benefit PlanFesto Corporationnot reported in the loaded dataset2023
Whitsons Food Corp Benefit PlanWhitsons Food Corpnot reported in the loaded dataset2023
Roux Associates, Inc. Benefit PlanRoux Associates, Inc.not reported in the loaded dataset2023
Jp Express Service Health And Welfare PlansJp Express Service, Inc.not reported in the loaded dataset2023
Arcadia Management, Inc. Health And Welfare PlanArcadia Management, Inc.not reported in the loaded dataset2023

Related Form 5500 pages