Plan5500

Patchogue, 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, Patchogue, NY has 13 loaded benefit plan(s) reported by 6 plan sponsor(s), with $31,837,730 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
13
Plan sponsors
6
Latest filing year
2023

What stands out in Patchogue

  • 13 loaded plans hold $31.8M in reported assets across 6 sponsors.
  • The largest, Bbs Architects, Landscape Architects And Engineers P.C. 401(K) Plan & Trust, holds 40% of reported Patchogue plan assets.
  • Plans cover 4,585 participants — about 353 per plan.
  • 31% of loaded plans report full Schedule H/I financial statements.
  • 23% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$31.8MSummed across loaded plans$31,778,234
Total reported assets$31.8M$31,837,730
Total reported participants4.6K4,585
Total reported liabilities$59.5K$59,496

Reported net position

Reported assets = net assets + liabilities (summed)$31.8M total assets
Net assets$31.8MLiabilities$59.5K
Contributions & income
Employer contributions$792.6K
Participant contributions$2M
Total income / additions$7.5M
Expenses & distributions
Benefits paid / distributions$2.6M
Total expenses$2.8M
Net increase / (decrease)$4.7M

Data coverage

Plans with financial statements4 / 13 (31%)
Plans with provider compensation3 / 13 (23%)

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

Patchogue market comparison

Largest plan share of assets40%Bbs Architects, Landscape Architects And Engineers P.C. 401(K) Plan & Trust
Participants per plan353Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Patchogue

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

  1. 1
    Bbs Architects, Landscape Architects And Engineers P.C. 401(K) Plan & Trust$12.8M
    Bbs Architects, Landscape Architects And Engineers · 2023
  2. 2
    403(B) Thrift Plan Of L. I. Child And Family Development Services, Inc.$11.4M
    L. I. Child And Family Develop · 2023
  3. 3
    Brown'S Of Bellport 401(K) Plan$6.2M
    Brown'S Of Bellport, Inc. · 2023
  4. 4
    Serene Home Nursing Agency 401k Plan$1.5M
    Serene Services Inc. · 2023
  5. 5
    Brookhaven Memorial Hospital Welfare Plan Group Medicalnot reported in the loaded dataset
    Brookhaven Memorial Hospital Medical Center · 2023
  6. 6
    Brookhaven Memorial Hospital Welfare Group Dental Plannot reported in the loaded dataset
    Brookhaven Memorial Hospital Medical Center · 2023
  7. 7
    Brookhaven Memorial Hospital Welfare Optical Vision Plannot reported in the loaded dataset
    Brookhaven Memorial Hospital Medical Center · 2023
  8. 8
    Brookhaven Memorial Hospital Welfare Plan Life Insurancenot reported in the loaded dataset
    Brookhaven Memorial Hospital Medical Center · 2023
  9. 9
    Economic Opportunity Council Of Suffolk, Inc. Health And Welfare Benefits Plannot reported in the loaded dataset
    Economic Opportunity Council Of Suffolk, Inc. · 2023
  10. 10
    Health Plan Of L. I. Child And Family Development Services, Inc.not reported in the loaded dataset
    L.I. Child And Family Development Services, Inc. · 2023
  11. 11
    Dental Plan Of L.I. Child And Family Development Services, Inc.not reported in the loaded dataset
    L.I. Child And Family Development Services, Inc. · 2023
  12. 12
    Life Insurance Plan Of L. I. Child And Family Development Services, Inc.not reported in the loaded dataset
    L.I. Child And Family Development Services, Inc. · 2023
  13. 13
    Long Term Disability Of L. I. Child And Family Development Services, Inc.not reported in the loaded dataset
    L.I. Child And Family Development Services, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages