Lakewood, 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, Lakewood, NY has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with not reported in the loaded dataset in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Lakewood

  • 1 loaded plans across 1 sponsors.
  • Plans cover 155 participants — about 155 per plan.
  • of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assetsNot reported
Total reported assetsNot reported
Total reported participants155
Total reported liabilitiesNot reported

Financial-statement amounts are not reported in the loaded dataset for Lakewood, NY plans yet.

Data coverage

Plans with financial statements0 / 1 ()
Plans with provider compensation0 / 1 ()

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

Lakewood market comparison

Participants per plan155Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Lakewood

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

  1. 1
    Shults Auto Group Health Insurance Plannot reported in the loaded dataset
    Shults Management Group Inc · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Lakewood, NY?
1 plan(s) reported by 1 sponsor(s) are loaded for Lakewood, NY.

Related Form 5500 pages