Plan5500

Port Chester, 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, Port Chester, NY has 8 loaded benefit plan(s) reported by 7 plan sponsor(s), with $34,428,901 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
8
Plan sponsors
7
Latest filing year
2023

What stands out in Port Chester

  • 8 loaded plans hold $34.4M in reported assets across 7 sponsors.
  • The largest, The Shade Store, LLC 401(K) Plan, holds 96% of reported Port Chester plan assets.
  • Plans cover 3,812 participants — about 477 per plan.
  • 63% of loaded plans report full Schedule H/I financial statements.
  • 13% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$34.4MSummed across loaded plans$34,428,901
Total reported assets$34.4M$34,428,901
Total reported participants3.8K3,812
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$34.4M total assets
Net assets$34.4MLiabilities$0
Contributions & income
Employer contributions$2.1M
Participant contributions$4.3M
Total income / additions$10.8M
Expenses & distributions
Benefits paid / distributions$2.9M
Total expenses$2.9M
Net increase / (decrease)$7.8M

Data coverage

Plans with financial statements5 / 8 (63%)
Plans with provider compensation1 / 8 (13%)

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

Port Chester market comparison

Largest plan share of assets96%The Shade Store, LLC 401(K) Plan
Participants per plan477Average across loaded plans
Plan sponsors7
Ranked by reported assets

Largest loaded plans in Port Chester

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

  1. 1
    The Shade Store, LLC 401(K) Plan$33.2M
    The Shade Store, LLC · 2023
  2. 2
    Big Eddy Enterprises, Inc. Profit Sharing Plan$535.9K
    Big Eddy Enterprises, Inc. · 2023
  3. 3
    Brine Healy, Inc. Retirement Plan$283.9K
    Brine Healy, Inc. · 2023
  4. 4
    Thomasina Holdings, Inc. 401(K) Profit Sharing Plan$255.5K
    Thomasina Holdings, Inc. · 2023
  5. 5
    Everestv Inc 401(K) Profit Sharing Plan & Trust$169.8K
    Everestv Inc · 2023
  6. 6
    Welfare Plannot reported in the loaded dataset
    Mrs G'S Services, LLC · 2023
  7. 7
    The Shade Store, LLC Health And Welfare Plannot reported in the loaded dataset
    The Shade Store, LLC · 2023
  8. 8
    Group Life, Accidental Death And Dismemberment Insurance For Employees Of Zachys Wine International, LLCnot reported in the loaded dataset
    Zachys Wine International, LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Port Chester, NY?
8 plan(s) reported by 7 sponsor(s) are loaded for Port Chester, NY.

Related Form 5500 pages