Mount Vernon, 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, Mount Vernon, NY has 15 loaded benefit plan(s) reported by 14 plan sponsor(s), with $87,257,754 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 15
- Plan sponsors
- 14
- Latest filing year
- 2023
What stands out in Mount Vernon
- 15 loaded plans hold $87.3M in reported assets across 14 sponsors.
- The largest, Psk Operating Parent Inc. Employee Stock Ownership Plan, holds 43% of reported Mount Vernon plan assets.
- Plans cover 1,767 participants — about 118 per plan.
- 93% of loaded plans report full Schedule H/I financial statements.
- 13% report Schedule C provider compensation.
Reported financial aggregate
Reported net position
Data coverage
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Mount Vernon, 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.
Mount Vernon market comparison
Largest loaded plans in Mount Vernon
Bars show each plan's reported end-of-year assets relative to the largest.
- 1
- 2
- 3
- 4Ball Chain Manufacturing Company, Inc. · 2023
- 5
- 6
- 7Approved Storage And Waste Hauling Inc · 2023
- 8
- 9
- 10
- 11
- 12Truly Tubular Fittings Corporation · 2023
- 13
- 14
- 15Atlantis Management Group LLC Health And Welfare Plannot reported in the loaded datasetAtlantis Management Group, LLC · 2023
Largest plans in Mount Vernon → · Mount Vernon plans by participants → · Mount Vernon plans with financial data → · Mount Vernon plans with provider compensation → · $1B+ plans in Mount Vernon →
Frequently asked questions
- How many Form 5500 benefit plans are loaded for Mount Vernon, NY?
- 15 plan(s) reported by 14 sponsor(s) are loaded for Mount Vernon, NY.
Related Form 5500 pages
- All NY Form 5500 filings
- Psk Operating Parent Inc. Employee Stock Ownership Plan (plan 004)
- P.S.K. Operating Parent, Inc. — all reported plans
- Defoe Corp. 401(K) Employee Savings Plan (plan 006)
- Defoe Corp — all reported plans
- Sigmund Cohn Corp Savings And Retirement Plan (plan 001)
- Sigmund Cohn Corp. — all reported plans
- Ball Chain Manufacturing Company, Inc. 401(K) Profit Sharing Plan (plan 003)
- Ball Chain Manufacturing Company, Inc. — all reported plans
- Sigmund Cohn Corp. Union Employees' Savings And Retirement Plan (plan 004)
- Endico Potatoes, Inc. 401(K) (plan 001)
- Endico Potatoes, Inc. — all reported plans
- Approved Storage And Waste Hauling 401(K) Profit Sharing Plan (plan 001)
- Approved Storage And Waste Hauling Inc — all reported plans
- Mrni 401k Plan (plan 003)
- Mick Radio-Nuclear Instruments, Inc. — all reported plans
- Coventry Manufacturing Co Inc Profit Sharing Plan (plan 001)
- Coventry Manufacturing Co Inc — all reported plans
- Manzoor H. Bhatti - Sep Ira (plan 001)
- Manzoor H. Bhatti — all reported plans
- Lek Management Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Lek Management Inc — all reported plans
- Truly Tubular Fittings Corporation Profit Sharing Plan (plan 001)
- Truly Tubular Fittings Corporation — all reported plans
- Cerious Corp 401(K) Plan (plan 001)
- Cerious Corp — all reported plans
- Unitex Union 401(K) Plan (plan 002)
- Unitex Textile Services LLC — all reported plans
- Atlantis Management Group LLC Health And Welfare Plan (plan 501)
- Atlantis Management Group, LLC — all reported plans
- Methodology
- Data sources