Levittown, 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, Levittown, NY has 12 loaded benefit plan(s) reported by 10 plan sponsor(s), with $49,184,831 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 12
- Plan sponsors
- 10
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $49,184,831
- Total reported liabilities (EOY)
- $22,309
- Total reported net assets (EOY)
- $49,162,522
Contributions & income
- Employer contributions
- $1,046,330
- Participant contributions
- $2,107,158
- Total income / additions
- $7,095,995
Expenses & distributions
- Benefits paid / distributions
- $7,131,916
- Total expenses
- $7,292,555
- Net increase / (decrease)
- -$196,560
Coverage
- Total reported participants
- 3,880
- Plans with financial statements
- 9
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Levittown, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Bestcare, Inc. Employee Stock Ownership Plan | Bestcare, Inc. | $16,834,310 | 2023 |
| Unmb Home Loans Inc. 401(K) Retirement Plan | Unmb Home Loans Inc. | $8,350,323 | 2023 |
| Bestcare, Inc. Employees 401(K) Plan & Trust | Bestcare, Inc. | $6,014,322 | 2023 |
| Weissberg & Speller, C.P.A'S., P.C. Retirement Plan & Trust | Weissberg & Speller, C.P.A'S., P.C. | $5,425,529 | 2023 |
| The D & F Development Group, LLC 401(K) Plan | The D & F Development Group, LLC | $4,449,325 | 2023 |
| L. I. Center For Independent Living 403(B) Plan | Long Island Center For Independent Living, Inc. | $4,147,391 | 2023 |
| Hunter Business School Inc. 401(K) Plan | Hunter Business School Inc. | $3,318,971 | 2023 |
| Federation Pension Bureau, Inc. 401(K) Profit Sharing Plan | Federation Pension Bureau, Inc. | $546,796 | 2023 |
| Eastern Things LLC D/B/A Tooli Logistics 401(K) Plan | Eastern Things LLC D/B/A Tooli Logistics | $97,864 | 2023 |
| Westbury Auto Group Benefit Plan | Westbury Jeep Chrysler Dodge Inc. | not reported in the loaded dataset | 2023 |
| Westbury Auto Group Dental Plan | Westbury Jeep Chrysler Dodge Inc. | not reported in the loaded dataset | 2023 |
| Bestcare Management Co Inc Employee Benefit Plan | Bestcare Management Co Inc | not reported in the loaded dataset | 2023 |
Largest plans in Levittown → · Levittown plans by participants → · Levittown plans with financial data → · Levittown plans with provider compensation → · $1B+ plans in Levittown →
Related Form 5500 pages
- All NY Form 5500 filings
- Bestcare, Inc. Employee Stock Ownership Plan (plan 002)
- Bestcare, Inc. — all reported plans
- Unmb Home Loans Inc. 401(K) Retirement Plan (plan 001)
- Unmb Home Loans Inc. — all reported plans
- Bestcare, Inc. Employees 401(K) Plan & Trust (plan 001)
- Weissberg & Speller, C.P.A'S., P.C. Retirement Plan & Trust (plan 001)
- Weissberg & Speller, C.P.A'S., P.C. — all reported plans
- The D & F Development Group, LLC 401(K) Plan (plan 001)
- The D & F Development Group, LLC — all reported plans
- L. I. Center For Independent Living 403(B) Plan (plan 001)
- Long Island Center For Independent Living, Inc. — all reported plans
- Hunter Business School Inc. 401(K) Plan (plan 001)
- Hunter Business School Inc. — all reported plans
- Federation Pension Bureau, Inc. 401(K) Profit Sharing Plan (plan 002)
- Federation Pension Bureau, Inc. — all reported plans
- Eastern Things LLC D/B/A Tooli Logistics 401(K) Plan (plan 001)
- Eastern Things LLC D/B/A Tooli Logistics — all reported plans
- Westbury Auto Group Benefit Plan (plan 502)
- Westbury Jeep Chrysler Dodge Inc. — all reported plans
- Westbury Auto Group Dental Plan (plan 503)
- Bestcare Management Co Inc Employee Benefit Plan (plan 501)
- Bestcare Management Co Inc — all reported plans
- Methodology
- Data sources