Plan5500

Oak Beach, 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, Oak Beach, NY has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $544,529 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 Oak Beach

  • 1 loaded plans hold $544.5K in reported assets across 1 sponsors.
  • The largest, Oak Beach Realty & Development Corp 401(K) Plan, holds 100% of reported Oak Beach plan assets.
  • Plans cover 1 participants — about 1 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$544.5KSummed across loaded plans$544,529
Total reported assets$544.5K$544,529
Total reported participants1
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$544.5K total assets
Net assets$544.5KLiabilities—
Contributions & income
Total income / additions$306.8K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$0
Net increase / (decrease)$306.8K

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 Oak Beach, 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

Oak Beach market comparison

Largest plan share of assets100%Oak Beach Realty & Development Corp 401(K) Plan
Participants per plan1Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Oak Beach

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

  1. 1
    Oak Beach Realty & Development Corp 401(K) Plan$544.5K
    Oak Beach Realty & Development Corp · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages