Plan5500

Marlboro, 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, Marlboro, NY has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $3,072,744 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Marlboro

  • 2 loaded plans hold $3.1M in reported assets across 2 sponsors.
  • The largest, D.J. Heating & Air Conditioning, Inc. 401(K) Profit Sharing Plan And Trust, holds 93% of reported Marlboro plan assets.
  • Plans cover 44 participants — about 22 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.1MSummed across loaded plans$3,064,115
Total reported assets$3.1M$3,072,744
Total reported participants44
Total reported liabilities$8.6K$8,629

Reported net position

Reported assets = net assets + liabilities (summed)$3.1M total assets
Net assets$3.1MLiabilities$8.6K
Contributions & income
Employer contributions$81K
Participant contributions$239.1K
Total income / additions$791.8K
Expenses & distributions
Benefits paid / distributions$27.5K
Total expenses$27.5K
Net increase / (decrease)$764.4K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Marlboro market comparison

Largest plan share of assets93%D.J. Heating & Air Conditioning, Inc. 401(K) Profit Sharing Plan And Trust
Participants per plan22Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Marlboro

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

  1. 1
    D.J. Heating & Air Conditioning, Inc. 401(K) Profit Sharing Plan And Trust$2.9M
    D.J. Heating & Air Conditioning, Inc. · 2023
  2. 2
    Samuel Schenker, O.D., P.C. 401(K) Profit Sharing Plan And Trust$219.7K
    Samuel Schenker O.D. P.C. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Marlboro, NY?
2 plan(s) reported by 2 sponsor(s) are loaded for Marlboro, NY.

Related Form 5500 pages