Plan5500

Mt. 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, Mt. Vernon, NY has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $24,346,083 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
4
Latest filing year
2023

What stands out in Mt. Vernon

  • 4 loaded plans hold $24.3M in reported assets across 4 sponsors.
  • The largest, Psk Dba Foodtown Union 401(K) Plan, holds 51% of reported Mt. Vernon plan assets.
  • Plans cover 1,525 participants — about 381 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 75% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$24.3MSummed across loaded plans$24,305,977
Total reported assets$24.3M$24,346,083
Total reported participants1.5K1,525
Total reported liabilities$40.1K$40,106

Reported net position

Reported assets = net assets + liabilities (summed)$24.3M total assets
Net assets$24.3MLiabilities$40.1K
Contributions & income
Employer contributions$584.7K
Participant contributions$2.5M
Total income / additions$6.7M
Expenses & distributions
Benefits paid / distributions$3.5M
Total expenses$3.6M
Net increase / (decrease)$3.1M

Data coverage

Plans with financial statements4 / 4 (100%)
Plans with provider compensation3 / 4 (75%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Mt. 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.

Computed from loaded plans

Mt. Vernon market comparison

Largest plan share of assets51%Psk Dba Foodtown Union 401(K) Plan
Participants per plan381Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Mt. Vernon

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

  1. 1
    Psk Dba Foodtown Union 401(K) Plan$12.4M
    Psk Supermarkets LLC · 2023
  2. 2
    Wartburg Adult Care Community 403(B) Savings Plan$6.8M
    The Wartburg Home · 2023
  3. 3
    Atlantis Management Group, LLC 401(K) Profit Sharing Plan$4.8M
    Atlantis Management Group, LLC · 2023
  4. 4
    Ydwb Inc. Retirement Plan$327K
    Ydwb Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Mt. Vernon, NY?
4 plan(s) reported by 4 sponsor(s) are loaded for Mt. Vernon, NY.

Related Form 5500 pages