Plan5500

Riverhead, 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, Riverhead, NY has 8 loaded benefit plan(s) reported by 6 plan sponsor(s), with $37,026,915 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
6
Latest filing year
2023

What stands out in Riverhead

  • 8 loaded plans hold $37M in reported assets across 6 sponsors.
  • The largest, Twomey, Latham, Shea, Kelley, Dubin & Quartararo 401(K) Profit Sharing Plan, holds 46% of reported Riverhead plan assets.
  • Plans cover 2,320 participants — about 290 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • 38% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$37MSummed across loaded plans$37,026,915
Total reported assets$37M$37,026,915
Total reported participants2.3K2,320
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$37M total assets
Net assets$37MLiabilities$0
Contributions & income
Employer contributions$381.9K
Participant contributions$1.5M
Total income / additions$7.3M
Expenses & distributions
Benefits paid / distributions$2.6M
Total expenses$2.7M
Net increase / (decrease)$4.6M

Data coverage

Plans with financial statements6 / 8 (75%)
Plans with provider compensation3 / 8 (38%)

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

Riverhead market comparison

Largest plan share of assets46%Twomey, Latham, Shea, Kelley, Dubin & Quartararo 401(K) Profit Sharing Plan
Participants per plan290Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Riverhead

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

  1. 1
    Twomey, Latham, Shea, Kelley, Dubin & Quartararo 401(K) Profit Sharing Plan$17.1M
    Twomeylathamsheakelleydubinquartararo Llp · 2023
  2. 2
    Aid To The Developmentally Disabled, Inc. Retirement Plan$5.9M
    Aid To The Developmentally Disabled · 2023
  3. 3
    Atlantis Marine World 401(K)$5.7M
    Atlantis Marine World LLC · 2023
  4. 4
    Friar'S Head 401(K) Plan$4.8M
    Friar'S Head Operating Co., LLC · 2023
  5. 5
    403(B) Thrift Plan For East End Disability Associates, Inc.$3.2M
    East End Disability Associates · 2023
  6. 6
    Corefour Wash, Inc. 401(K) Plan$275.1K
    Corefour Wash, Inc. · 2023
  7. 7
    Aid To The Developmentally Disabled Inc. Health And Welfare Plannot reported in the loaded dataset
    Aid To The Developmentally Disabled Inc. · 2023
  8. 8
    East End Disability Associates, Inc. Employee Benefits Plannot reported in the loaded dataset
    East End Disability Associates, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages