Plan5500

Rosedale, 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, Rosedale, NY has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $33,760,633 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

What stands out in Rosedale

  • 4 loaded plans hold $33.8M in reported assets across 3 sponsors.
  • The largest, Oec Freight New York Inc. 401(K) Profit Sharing Plan & Trust, holds 64% of reported Rosedale plan assets.
  • Plans cover 1,019 participants — about 255 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$33.7MSummed across loaded plans$33,675,985
Total reported assets$33.8M$33,760,633
Total reported participants1K1,019
Total reported liabilities$84.6K$84,648

Reported net position

Reported assets = net assets + liabilities (summed)$33.8M total assets
Net assets$33.7MLiabilities$84.6K
Contributions & income
Employer contributions$870.2K
Participant contributions$3.2M
Total income / additions$8.8M
Expenses & distributions
Benefits paid / distributions$3.6M
Total expenses$3.8M
Net increase / (decrease)$5M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation2 / 4 (50%)

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

Rosedale market comparison

Largest plan share of assets64%Oec Freight New York Inc. 401(K) Profit Sharing Plan & Trust
Participants per plan255Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Rosedale

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

  1. 1
    Oec Freight New York Inc. 401(K) Profit Sharing Plan & Trust$21.5M
    Oec Freight New York Inc. · 2023
  2. 2
    Dimerco Express (U.S.A.) Corporation 401(K) Retirement Plan$11M
    Dimerco Express (U.S.A.) Corp. · 2023
  3. 3
    Kieran Equities Pension Plan$1.2M
    Kieran Equities,Ltd. · 2023
  4. 4
    Oec Freight (Ny), Inc. Group Benefits Plannot reported in the loaded dataset
    Oec Freight (Ny), Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Rosedale, NY?
4 plan(s) reported by 3 sponsor(s) are loaded for Rosedale, NY.

Related Form 5500 pages