Plan5500

Jackson Heights, 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, Jackson Heights, NY has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $15,987,662 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
5
Latest filing year
2023

What stands out in Jackson Heights

  • 6 loaded plans hold $16M in reported assets across 5 sponsors.
  • The largest, Jackson Child Development Corporation Profit Sharing Plan And Trust, holds 54% of reported Jackson Heights plan assets.
  • Plans cover 841 participants — about 140 per plan.
  • 100% 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$16MSummed across loaded plans$15,987,662
Total reported assets$16M$15,987,662
Total reported participants841
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$16M total assets
Net assets$16MLiabilities$0
Contributions & income
Employer contributions$954.3K
Participant contributions$881.2K
Total income / additions$3.8M
Expenses & distributions
Benefits paid / distributions$1.9M
Total expenses$2.1M
Net increase / (decrease)$1.7M

Data coverage

Plans with financial statements6 / 6 (100%)
Plans with provider compensation2 / 6 (33%)

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

Jackson Heights market comparison

Largest plan share of assets54%Jackson Child Development Corporation Profit Sharing Plan And Trust
Participants per plan140Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Jackson Heights

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

  1. 1
    Jackson Child Development Corporation Profit Sharing Plan And Trust$8.6M
    Jackson Child Development Corporation · 2023
  2. 2
    Grameen America, Inc. 401(K) Plan$4.6M
    Grameen America, Inc. · 2023
  3. 3
    Regal Heights Rehab 401(K) Plan$1.3M
    Jackson Heights Care Center, LLC · 2023
  4. 4
    Matthew S. Dulberg Profit Sharing Plan$913.8K
    Matthew S. Dulberg · 2023
  5. 5
    Matthew S. Dulberg Money Purchase Plan$497K
    Matthew S. Dulberg · 2023
  6. 6
    Zahyoh 401(K) Plan$97.9K
    Zahyoh · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages