Plan5500

Old Westbury, 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, Old Westbury, NY has 6 loaded benefit plan(s) reported by 2 plan sponsor(s), with $504,610,929 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
2
Latest filing year
2023

What stands out in Old Westbury

  • 6 loaded plans hold $504.6M in reported assets across 2 sponsors.
  • The largest, New York Institute Of Technology Defined Contribution Retirement Plan, holds 99% of reported Old Westbury plan assets.
  • Plans cover 5,722 participants — about 954 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$504.6MSummed across loaded plans$504,610,929
Total reported assets$504.6M$504,610,929
Total reported participants5.7K5,722
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$504.6M total assets
Net assets$504.6MLiabilities$0
Contributions & income
Employer contributions$6.8M
Participant contributions$7.9M
Total income / additions$81.4M
Expenses & distributions
Benefits paid / distributions$23.8M
Total expenses$24.2M
Net increase / (decrease)$57.2M

Data coverage

Plans with financial statements3 / 6 (50%)
Plans with provider compensation2 / 6 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Old Westbury, 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

Old Westbury market comparison

Largest plan share of assets99%New York Institute Of Technology Defined Contribution Retirement Plan
Participants per plan954Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Old Westbury

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

  1. 1
    New York Institute Of Technology Defined Contribution Retirement Plan$501.9M
    New York Institute Of Technology · 2023
  2. 2
    Lg Management, LLC 401(K) Plan$2.7M
    Lg Management, LLC · 2023
  3. 3
    New York Institute Of Technology Tax Deferred Annuity Plan$0
    New York Institute Of Technology · 2023
  4. 4
    New York Institute Of Technology Group Life And Accident Insurance Plannot reported in the loaded dataset
    New York Institute Of Technology · 2023
  5. 5
    Group Long Term Disability Insurancenot reported in the loaded dataset
    New York Institute Of Technology · 2023
  6. 6
    New York Institute Of Technology Health Benefit Plannot reported in the loaded dataset
    New York Institute Of Technology · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Old Westbury, NY?
6 plan(s) reported by 2 sponsor(s) are loaded for Old Westbury, NY.

Related Form 5500 pages