New York City, 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, New York City, NY has 44 loaded benefit plan(s) reported by 36 plan sponsor(s), with $862,291,304 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 44
- Plan sponsors
- 36
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $862,291,304
- Total reported liabilities (EOY)
- $1,310,936
- Total reported net assets (EOY)
- $860,980,368
Contributions & income
- Employer contributions
- $18,833,877
- Participant contributions
- $49,483,315
- Total income / additions
- $204,328,112
Expenses & distributions
- Benefits paid / distributions
- $82,836,890
- Total expenses
- $84,215,520
- Net increase / (decrease)
- $120,112,592
Coverage
- Total reported participants
- 18,840
- Plans with financial statements
- 20
- Plans with provider compensation
- 14
Totals sum the latest loaded 2023 public Form 5500 filing per plan for New York City, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Steel Partners 401(K) Savings Plan | Steel Services Ltd | $263,885,187 | 2023 |
| Cahill Gordon & Reindel Llp 401(K) Plan | Cahill Gordon & Reindel Llp | $183,889,402 | 2023 |
| Cahill Gordon & Reindel Llp Defined Contribution Plan For Partners | Cahill Gordon & Reindel Llp | $113,910,187 | 2023 |
| Fisher Brothers Employees' Savings Plan | Fisher Brothers Management Company | $55,784,684 | 2023 |
| Siebert Williams Shank & Co., LLC 401k Savings Plan | Siebert Williams Shank & Co., LLC | $51,234,701 | 2023 |
| Derrickmens Pension Fund, Local 197 | Bd Of Tr Derrickmens Pension Fund, Local 197 | $47,864,243 | 2023 |
| Puig North America Salary Deferral Plan | Puig North America, Inc. | $27,765,318 | 2023 |
| Grafana Labs Retirement Plan | Raintank Inc. Dba Grafana Labs | $27,475,315 | 2023 |
| Ted Conferences, LLC 401(K) Plan | Ted Conferences, LLC | $24,672,000 | 2023 |
| Capital Rx 401(K) Plan | Capital Rx | $11,631,086 | 2023 |
| Akam Living Services, Inc. 401(K) Savings Plan | Akam Living Services, Inc. | $10,628,237 | 2023 |
| Republic 401(K) Plan | Republic Operations LLC | $6,384,016 | 2023 |
| Section 403(B) Retirement Plan For Big Brothers Big Sisters Of New York City | Big Brothers Big Sisters Of New York City | $5,973,172 | 2023 |
| Mti 401(K) Employee Savings Plan | Mti Enterprises Inc. | $5,894,533 | 2023 |
| Descartes Labs 401(K) Plan | John Mcguigan | $5,817,215 | 2023 |
| Derrickmens Welfare Fund, Local 197 | Bd Of Tr Derrickmens Welfare Fund, Local 197 | $4,727,261 | 2023 |
| Chief 401(K) | Project 1972 Inc. | $4,477,563 | 2023 |
| Fulcrum Analytics, Inc. | Fulcrum Analytics, Inc. | $4,228,790 | 2023 |
| Executive Media Corporation 401k Plan | Executive Media Corp | $3,084,460 | 2023 |
| The Ellig Group, LLC 401(K) Profit Sharing Plan | The Ellig Group, LLC | $2,963,934 | 2023 |
| Ted Conferences, LLC Welfare Benefits Plan | Ted Conferences, LLC | not reported in the loaded dataset | 2023 |
| Klm Royal Dutch Airlines Health And Welfare Plan | Klm Royal Dutch Airlines | not reported in the loaded dataset | 2023 |
| Homes For The Homeless, Employee Benefits Plan | Homes For The Homeless, Inc. | not reported in the loaded dataset | 2023 |
| Persistent Systems, LLC Health And Welfare Plan | Persistent Systems, LLC | not reported in the loaded dataset | 2023 |
| Keli Network, Inc. Employee Health And Welfare Benefits Plan | Keli Network, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in New York City → · New York City plans by participants → · New York City plans with financial data → · New York City plans with provider compensation → · $1B+ plans in New York City →
Related Form 5500 pages
- All NY Form 5500 filings
- Steel Partners 401(K) Savings Plan (plan 010)
- Steel Services Ltd — all reported plans
- Cahill Gordon & Reindel Llp 401(K) Plan (plan 033)
- Cahill Gordon & Reindel Llp — all reported plans
- Cahill Gordon & Reindel Llp Defined Contribution Plan For Partners (plan 048)
- Fisher Brothers Employees' Savings Plan (plan 001)
- Fisher Brothers Management Company — all reported plans
- Siebert Williams Shank & Co., LLC 401k Savings Plan (plan 002)
- Siebert Williams Shank & Co., LLC — all reported plans
- Derrickmens Pension Fund, Local 197 (plan 001)
- Bd Of Tr Derrickmens Pension Fund, Local 197 — all reported plans
- Puig North America Salary Deferral Plan (plan 002)
- Puig North America, Inc. — all reported plans
- Grafana Labs Retirement Plan (plan 001)
- Raintank Inc. Dba Grafana Labs — all reported plans
- Ted Conferences, LLC 401(K) Plan (plan 001)
- Ted Conferences, LLC — all reported plans
- Capital Rx 401(K) Plan (plan 001)
- Capital Rx — all reported plans
- Akam Living Services, Inc. 401(K) Savings Plan (plan 001)
- Akam Living Services, Inc. — all reported plans
- Republic 401(K) Plan (plan 001)
- Republic Operations LLC — all reported plans
- Section 403(B) Retirement Plan For Big Brothers Big Sisters Of New York City (plan 002)
- Big Brothers Big Sisters Of New York City — all reported plans
- Mti 401(K) Employee Savings Plan (plan 001)
- Mti Enterprises Inc. — all reported plans
- Descartes Labs 401(K) Plan (plan 001)
- John Mcguigan — all reported plans
- Methodology
- Data sources