Plandome, 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, Plandome, NY has 32 loaded benefit plan(s) reported by 32 plan sponsor(s), with $114,491,645 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 32
- Plan sponsors
- 32
- Latest filing year
- 2023
What stands out in Plandome
- 32 loaded plans hold $114.5M in reported assets across 32 sponsors.
- The largest, Justan Electrical Contracting Corp. Retirement Plan And Trust, holds 10% of reported Plandome plan assets.
- Plans cover 157 participants — about 5 per plan.
- 100% of loaded plans report full Schedule H/I financial statements.
- report Schedule C provider compensation.
Reported financial aggregate
Reported net position
Data coverage
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Plandome, 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.
Plandome market comparison
Largest loaded plans in Plandome
Bars show each plan's reported end-of-year assets relative to the largest.
- 1Justan Electrical Contracting Corp. · 2023
- 2Liberty Petroleum Corporation · 2023
- 3Be Productions, Inc. Defined Benefit Pension Plan · 2023
- 4
- 5
- 6
- 7
- 8
- 9
- 10
- 11
- 12
- 13
- 14
- 15
- 16
- 17
- 18
- 19
- 20
- 21
- 22
- 23
- 24
- 25
Largest plans in Plandome → · Plandome plans by participants → · Plandome plans with financial data → · Plandome plans with provider compensation → · $1B+ plans in Plandome →
Frequently asked questions
- How many Form 5500 benefit plans are loaded for Plandome, NY?
- 32 plan(s) reported by 32 sponsor(s) are loaded for Plandome, NY.
Related Form 5500 pages
- All NY Form 5500 filings
- Justan Electrical Contracting Corp. Retirement Plan And Trust (plan 001)
- Justan Electrical Contracting Corp. — all reported plans
- Liberty Petroleum Corporation Defined Benefit Pension Plan (plan 001)
- Liberty Petroleum Corporation — all reported plans
- Be Productions, Inc. Defined Benefit Pension Plan (plan 002)
- Be Productions, Inc. Defined Benefit Pension Plan — all reported plans
- Daniel Stern Retirement Plan And Trust (plan 001)
- Daniel Stern — all reported plans
- Richard Correll Retirement Plan And Trust (plan 001)
- Richard Correll — all reported plans
- John Gray Retirement Plan And Trust (plan 001)
- John Gray — all reported plans
- Morrell Enterprises, Inc. Defined Benefit Pension Plan (plan 001)
- Morrell Enterprises, Inc. — all reported plans
- Spiro Boukas Dds Pc Defined Benefit Pension Plan (plan 001)
- Spiro Boukas Dds Pc — all reported plans
- Kns Building Restoration Inc. Retirement Plan And Trust (plan 002)
- Kns Building Restoration Inc. — all reported plans
- Tpg Rewards. Inc. Retirement Plan And Trust (plan 001)
- Tpg Rewards, Inc. — all reported plans
- Bart Wolfe Retirement Plan And Trust (plan 001)
- Bart Wolfe — all reported plans
- Nj Best Ob/Gym LLC. Retirement Plan And Trust (plan 001)
- Nj Best Ob/Gym LLC. — all reported plans
- Talese Enterprises, Inc. Pension Trust And Plan (plan 001)
- Talese Enterprises, Inc. — all reported plans
- L. Victor Lizzul, Inc. Defined Benefit Pension Plan (plan 001)
- L. Victor Lizzul, Inc. — all reported plans
- Anne Silva Retirement Plan And Trust (plan 001)
- Anne Silva — all reported plans
- Methodology
- Data sources