Plan5500

Merrick, 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, Merrick, NY has 11 loaded benefit plan(s) reported by 10 plan sponsor(s), with $26,144,656 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
11
Plan sponsors
10
Latest filing year
2023

What stands out in Merrick

  • 11 loaded plans hold $26.1M in reported assets across 10 sponsors.
  • The largest, Center Management Services Inc. Profit Sharing Plan, holds 52% of reported Merrick plan assets.
  • Plans cover 1,982 participants — about 180 per plan.
  • 91% of loaded plans report full Schedule H/I financial statements.
  • 18% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$26.1MSummed across loaded plans$26,144,656
Total reported assets$26.1M$26,144,656
Total reported participants2K1,982
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$26.1M total assets
Net assets$26.1MLiabilities$0
Contributions & income
Employer contributions$257.8K
Participant contributions$370.2K
Total income / additions$5.1M
Expenses & distributions
Benefits paid / distributions$1.5M
Total expenses$1.7M
Net increase / (decrease)$3.4M

Data coverage

Plans with financial statements10 / 11 (91%)
Plans with provider compensation2 / 11 (18%)

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

Merrick market comparison

Largest plan share of assets52%Center Management Services Inc. Profit Sharing Plan
Participants per plan180Average across loaded plans
Plan sponsors10
Ranked by reported assets

Largest loaded plans in Merrick

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

  1. 1
    Center Management Services Inc. Profit Sharing Plan$13.5M
    Center Management Services Inc. · 2023
  2. 2
    Able Health Care Services Inc. 401(K) Plan$5.2M
    Able Health Care Services Inc. · 2023
  3. 3
    Judith Beckman Defind Contribution Plan$2.9M
    Judith Beckman · 2023
  4. 4
    Able Health Care Services Inc. Employee Retirement Plan$2.6M
    Ablehealthcare Services, Inc. · 2023
  5. 5
    H. Michael Stern, Esquire$986.5K
    H. Michael Stern · 2023
  6. 6
    Ahu Industries Inc. 401(K) Plan$624.1K
    Ahu Industries Inc. · 2023
  7. 7
    Underdog Rising, Inc. 401k Profit Sharing Plan$225K
    Underdog Rising, Inc. · 2023
  8. 8
    Djl Endeavors Corp. Retirement Plan$68.7K
    Djl Endeavors Corp. · 2023
  9. 9
    Spa Azzurro, Inc. 401k Profit Sharing Plan$2.5K
    Spa Azzurro, Inc. · 2023
  10. 10
    Davis Suites-Hickville Corp. 401(K) Plan$0
    Davis Suites-Hickville Corp. · 2023
  11. 11
    Able Health Care Service, Inc. Employee Benefits Plannot reported in the loaded dataset
    Able Health Care Service, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Merrick, NY?
11 plan(s) reported by 10 sponsor(s) are loaded for Merrick, NY.

Related Form 5500 pages