Plan5500

Shirley, 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, Shirley, NY has 4 loaded benefit plan(s) reported by 2 plan sponsor(s), with $220,117,410 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
2
Latest filing year
2023

What stands out in Shirley

  • 4 loaded plans hold $220.1M in reported assets across 2 sponsors.
  • The largest, American Regent, Inc. 401(K) And Profit Sharing Plan, holds 98% of reported Shirley plan assets.
  • Plans cover 3,315 participants — about 829 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$220.1MSummed across loaded plans$220,117,410
Total reported assets$220.1M$220,117,410
Total reported participants3.3K3,315
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$220.1M total assets
Net assets$220.1MLiabilities$0
Contributions & income
Employer contributions$12.2M
Participant contributions$12.5M
Total income / additions$58.9M
Expenses & distributions
Benefits paid / distributions$12M
Total expenses$12.3M
Net increase / (decrease)$46.6M

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation1 / 4 (25%)

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

Shirley market comparison

Largest plan share of assets98%American Regent, Inc. 401(K) And Profit Sharing Plan
Participants per plan829Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Shirley

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

  1. 1
    American Regent, Inc. 401(K) And Profit Sharing Plan$215.5M
    American Regent, Inc. · 2023
  2. 2
    Give And Go 401(K) Plan$4.7M
    Give And Go Prepared Foods (U.S.A.) Corp. · 2023
  3. 3
    American Regent, Inc. Cafeteria Plannot reported in the loaded dataset
    American Regent, Inc. · 2023
  4. 4
    Give & Go Prepared Foods U.S.A. Corporation Health And Welfare Plannot reported in the loaded dataset
    Give & Go Prepared Foods U.S.A Corp. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Shirley, NY?
4 plan(s) reported by 2 sponsor(s) are loaded for Shirley, NY.

Related Form 5500 pages