Plan5500

New Yort, 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 Yort, NY has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $13,620,000 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in New Yort

  • 1 loaded plans hold $13.6M in reported assets across 1 sponsors.
  • The largest, 488 Performance Group, Inc. Employee Stock Ownership Plan, holds 100% of reported New Yort plan assets.
  • Plans cover 72 participants — about 72 per plan.
  • 100% 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$3MSummed across loaded plans$2,994,916
Total reported assets$13.6M$13,620,000
Total reported participants72
Total reported liabilities$10.6M$10,625,084

Reported net position

Reported assets = net assets + liabilities (summed)$13.6M total assets
Net assets$3MLiabilities$10.6M
Contributions & income
Employer contributions$3.4M
Participant contributionsNot reported
Total income / additions$3.4M
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$376.5K
Net increase / (decrease)$3M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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

New Yort market comparison

Largest plan share of assets100%488 Performance Group, Inc. Employee Stock Ownership Plan
Participants per plan72Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in New Yort

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

  1. 1
    488 Performance Group, Inc. Employee Stock Ownership Plan$13.6M
    488 Performance Group, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for New Yort, NY?
1 plan(s) reported by 1 sponsor(s) are loaded for New Yort, NY.

Related Form 5500 pages