Plan5500

Roslyn, 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, Roslyn, NY has 11 loaded benefit plan(s) reported by 8 plan sponsor(s), with $96,557,467 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
11
Plan sponsors
8
Latest filing year
2023

What stands out in Roslyn

  • 11 loaded plans hold $96.6M in reported assets across 8 sponsors.
  • The largest, Rallye Motor Company 401(K) Plan, holds 62% of reported Roslyn plan assets.
  • Plans cover 1,663 participants — about 151 per plan.
  • 82% of loaded plans report full Schedule H/I financial statements.
  • 18% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$96.6MSummed across loaded plans$96,557,467
Total reported assets$96.6M$96,557,467
Total reported participants1.7K1,663
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$96.6M total assets
Net assets$96.6MLiabilities$0
Contributions & income
Employer contributions$861.3K
Participant contributions$4.9M
Total income / additions$19.5M
Expenses & distributions
Benefits paid / distributions$5.5M
Total expenses$5.6M
Net increase / (decrease)$13.9M

Data coverage

Plans with financial statements9 / 11 (82%)
Plans with provider compensation2 / 11 (18%)

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

Roslyn market comparison

Largest plan share of assets62%Rallye Motor Company 401(K) Plan
Participants per plan151Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Roslyn

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

  1. 1
    Rallye Motor Company 401(K) Plan$60M
    Rallye Motors, LLC · 2023
  2. 2
    Primma LLC 401(K) Plan$11.6M
    Primma LLC · 2023
  3. 3
    Collard & Roe Retirement Savings Plan$8.7M
    Collard & Roe, P.C. · 2023
  4. 4
    Pediatric Cardiology Of Long Island, P.C. 401k/Profit Sharing Plan$5.7M
    Pediatric Cardiology Of L.I., P.C. · 2023
  5. 5
    Pension Actuarial Consultnts, Inc. Retirement Trust$5.4M
    Pension Actuarial Consultnts, Inc. · 2023
  6. 6
    Uri Levy, Dmd, Pc Defined Benefit Plan$4.3M
    Dental Arts Alliance LLC · 2023
  7. 7
    Liberta & Milo Llp Cash Balance Plan$744.4K
    Liberta & Milo Llp · 2023
  8. 8
    Liberta & Milo Llp 401(K) Profit Sharing Plan$226.9K
    Liberta & Milo Llp · 2023
  9. 9
    Chaifetz & Schreiber, P.C. 401 (K) Retirement Plan$0
    Chaifetz & Schreiber, P.C. · 2023
  10. 10
    Rallye Motors, LLC Employee Benefits Plannot reported in the loaded dataset
    Rallye Motors LLC · 2023
  11. 11
    Primma LLC Welfare Plannot reported in the loaded dataset
    Primma LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages