Lake Success, 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, Lake Success, NY has 35 loaded benefit plan(s) reported by 29 plan sponsor(s), with $3,319,891,732 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 35
- Plan sponsors
- 29
- Total reported assets (EOY)
- $3,319,891,732
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Local 282 Pension Trust Fund | Board Of Trustees Of Local 282 | $1,231,818,756 | 2023 |
| Teamster Local 282 Annuity Trust Fund | Board Of Trustees Local 282 | $839,233,683 | 2023 |
| Informa Usa, Inc. 401(K) Plan | Informa Usa, Inc. | $658,448,565 | 2023 |
| Local 282 Welfare Trust Fund | Board Of Trustees Local 282 | $182,381,277 | 2023 |
| Parts Authority LLC Profit Share/401k Plan | Parts Authority LLC | $67,320,252 | 2023 |
| Personal Touch Home Care Employee Stock Ownership Plan | Personal Touch Holding Corp. | $57,227,604 | 2023 |
| Island Peer Review Organization, Inc. Tax Deferred Annuity Plan | Island Peer Review Organization, Inc. | $56,948,961 | 2023 |
| Retirement Plan For Employees Of Island Peer Review Organization, Inc. | Island Peer Review Organization, Inc. | $49,322,007 | 2023 |
| Newtekone, Inc. 401k Plan | Newtekone, Inc. | $36,450,083 | 2023 |
| Liberty Maritime Services 401(K) Plan | Liberty Maritime Services Corporation | $31,294,224 | 2023 |
| True North Human Capital Retirement Savings Plan | True North Human Capital, LLC | $22,851,471 | 2023 |
| Abrams Fensterman, Llp 401(K) Retirement Plan | Abrams Fensterman, Llp | $19,877,342 | 2023 |
| Personal Touch 401(K) Plan | Personal Touch Home Care Of Ny., Inc. | $17,610,308 | 2023 |
| Biomedical Research Alliance Of New York LLC 401(K) Profit Sharing Plan | Biomedical Research Alliance Of New York LLC | $17,124,109 | 2023 |
| Weber Asset Management, Inc. 401(K)/Profit Sharing Plan | Weber Asset Management, Inc. | $10,800,866 | 2023 |
| Long Island Eye Surgeons, P.C. Profit Sharing Plan | Long Island Eye Surgeons, P.C. | $7,268,814 | 2023 |
| Jobco 401(K) Savings Plan | Jobco Incorporated | $4,549,321 | 2023 |
| Povol & Company, Cpa, P.C. Savings Plan Trust | Povol & Company, Cpa, P.C. | $2,783,286 | 2023 |
| Local 282 Job Training Trust Fund | Board Of Trustees Local 282 | $2,187,832 | 2023 |
| Daniel T Williams Money Purchase Plan | Daniel T Williams | $1,996,753 | 2023 |
| Idol Roc Profit Sharing Plan | Idol Roc Entertainment, Inc. | $952,424 | 2023 |
| Sosin & Kriegel Llp 401(K) Profit Sharing Plan & Trust | Sosin & Kriegel Llp | $824,271 | 2023 |
| Tick & Co., Inc. Profit Sharing Plan | Tick & Co., Inc. | $454,887 | 2023 |
| Prohealth Care 401k Plan | Prohealth Care Associates, Llp | $92,708 | 2023 |
| Local 282 Welfare Trust Fund | Board Of Trustees Local 282 | $71,928 | 2023 |
Largest plans in Lake Success → · Lake Success plans with financial data → · $1B+ plans in Lake Success → · Providers by reported compensation →
Related Form 5500 pages
- All NY Form 5500 filings
- Local 282 Pension Trust Fund (plan 001)
- Board Of Trustees Of Local 282 — all reported plans
- Teamster Local 282 Annuity Trust Fund (plan 002)
- Board Of Trustees Local 282 — all reported plans
- Informa Usa, Inc. 401(K) Plan (plan 001)
- Informa Usa, Inc. — all reported plans
- Local 282 Welfare Trust Fund (plan 501)
- Board Of Trustees Local 282 — all reported plans
- Parts Authority LLC Profit Share/401k Plan (plan 001)
- Parts Authority LLC — all reported plans
- Personal Touch Home Care Employee Stock Ownership Plan (plan 002)
- Personal Touch Holding Corp. — all reported plans
- Island Peer Review Organization, Inc. Tax Deferred Annuity Plan (plan 002)
- Island Peer Review Organization, Inc. — all reported plans
- Retirement Plan For Employees Of Island Peer Review Organization, Inc. (plan 001)
- Newtekone, Inc. 401k Plan (plan 001)
- Newtekone, Inc. — all reported plans
- Liberty Maritime Services 401(K) Plan (plan 001)
- Liberty Maritime Services Corporation — all reported plans
- True North Human Capital Retirement Savings Plan (plan 001)
- True North Human Capital, LLC — all reported plans
- Abrams Fensterman, Llp 401(K) Retirement Plan (plan 001)
- Abrams Fensterman, Llp — all reported plans
- Personal Touch 401(K) Plan (plan 001)
- Personal Touch Home Care Of Ny., Inc. — all reported plans
- Biomedical Research Alliance Of New York LLC 401(K) Profit Sharing Plan (plan 002)
- Biomedical Research Alliance Of New York LLC — all reported plans
- Weber Asset Management, Inc. 401(K)/Profit Sharing Plan (plan 001)
- Weber Asset Management, Inc. — all reported plans
- Methodology
- Data sources