Plan5500

Rockaway Beach, 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, Rockaway Beach, NY has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $1,840,219 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Rockaway Beach

  • 1 loaded plans hold $1.8M in reported assets across 1 sponsors.
  • The largest, Madelaine Chocolate Novelties, Inc. Union Pension Plan Trust, holds 100% of reported Rockaway Beach plan assets.
  • Plans cover 239 participants — about 239 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 100% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.8MSummed across loaded plans$1,840,219
Total reported assets$1.8M$1,840,219
Total reported participants239
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.8M total assets
Net assets$1.8MLiabilities$0
Contributions & income
Employer contributions$215K
Participant contributionsNot reported
Total income / additions$402.8K
Expenses & distributions
Benefits paid / distributions$197.5K
Total expenses$206.7K
Net increase / (decrease)$196.1K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

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

Rockaway Beach market comparison

Largest plan share of assets100%Madelaine Chocolate Novelties, Inc. Union Pension Plan Trust
Participants per plan239Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Rockaway Beach

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

  1. 1
    Madelaine Chocolate Novelties, Inc. Union Pension Plan Trust$1.8M
    Madelaine Chocolate Novelties, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Rockaway Beach, NY?
1 plan(s) reported by 1 sponsor(s) are loaded for Rockaway Beach, NY.

Related Form 5500 pages