Roosevelt Island, 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, Roosevelt Island, NY has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $9,098,959 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 Roosevelt Island
- 1 loaded plans hold $9.1M in reported assets across 1 sponsors.
- The largest, The Child School 403(B) Defined Contribution Plan, holds 100% of reported Roosevelt Island plan assets.
- Plans cover 233 participants — about 233 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 Roosevelt Island, 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.
Roosevelt Island market comparison
Largest loaded plans in Roosevelt Island
Bars show each plan's reported end-of-year assets relative to the largest.
- 1
Largest plans in Roosevelt Island → · Roosevelt Island plans by participants → · Roosevelt Island plans with financial data → · Roosevelt Island plans with provider compensation → · $1B+ plans in Roosevelt Island →
Frequently asked questions
- How many Form 5500 benefit plans are loaded for Roosevelt Island, NY?
- 1 plan(s) reported by 1 sponsor(s) are loaded for Roosevelt Island, NY.