Plan5500

Monsey, 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, Monsey, NY has 9 loaded benefit plan(s) reported by 8 plan sponsor(s), with $11,822,904 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
8
Latest filing year
2023

What stands out in Monsey

  • 9 loaded plans hold $11.8M in reported assets across 8 sponsors.
  • The largest, Tri-County Care, LLC 401(K) Plan, holds 39% of reported Monsey plan assets.
  • Plans cover 2,645 participants — about 294 per plan.
  • 67% 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$11.7MSummed across loaded plans$11,678,983
Total reported assets$11.8M$11,822,904
Total reported participants2.6K2,645
Total reported liabilities$143.9K$143,921

Reported net position

Reported assets = net assets + liabilities (summed)$11.8M total assets
Net assets$11.7MLiabilities$143.9K
Contributions & income
Employer contributions$360.5K
Participant contributions$1.5M
Total income / additions$3.4M
Expenses & distributions
Benefits paid / distributions$763.8K
Total expenses$847.4K
Net increase / (decrease)$2.5M

Data coverage

Plans with financial statements6 / 9 (67%)
Plans with provider compensation0 / 9 ()

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

Monsey market comparison

Largest plan share of assets39%Tri-County Care, LLC 401(K) Plan
Participants per plan294Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Monsey

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

  1. 1
    Tri-County Care, LLC 401(K) Plan$4.6M
    Tri-County Care, LLC · 2023
  2. 2
    Marketing & Trade Consultants, Corp. Retirement Plan$4.2M
    Marketing & Trade Consultants, Corp. · 2023
  3. 3
    Imperial Abstract Corporation Profit Sharing Plan$1.4M
    Imperial Abstract Corporation · 2023
  4. 4
    Ramapo Ice Rinks 401k Plan$809.5K
    Ramapo Ice Rinks, Incorporated · 2023
  5. 5
    Northern Health Plan$799.6K
    Northern Metropolitan Inc. · 2023
  6. 6
    Yb Baking Corp 401(K) Plan$0
    Yb Baking Corp · 2023
  7. 7
    Tri-County Care LLC. Employee Benefits Plannot reported in the loaded dataset
    Tri-County Care LLC. · 2023
  8. 8
    Hamaspik Choice, Inc. Employee Benefits Plannot reported in the loaded dataset
    Hamaspik Choice, Inc. · 2023
  9. 9
    Medrite LLC Health And Welfare Plannot reported in the loaded dataset
    Medrite LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Monsey, NY?
9 plan(s) reported by 8 sponsor(s) are loaded for Monsey, NY.

Related Form 5500 pages