Plan5500

Staten 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, Staten Island, NY has 106 loaded benefit plan(s) reported by 76 plan sponsor(s), with $1,019,371,894 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
106
Plan sponsors
76
Latest filing year
2023

What stands out in Staten Island

  • 106 loaded plans hold $1B in reported assets across 76 sponsors.
  • The largest, Wagner College Defined Contribution Retirement Plan, holds 13% of reported Staten Island plan assets.
  • Plans cover 32,948 participants — about 311 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • 39% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$960.3MSummed across loaded plans$960,295,478
Total reported assets$1B$1,019,371,894
Total reported participants32.9K32,948
Total reported liabilities$23M$23,016,044

Reported net position

Reported assets = net assets + liabilities (summed)$1B total assets
Net assets$960.3MLiabilities$23M
Contributions & income
Employer contributions$99.8M
Participant contributions$23.5M
Total income / additions$260.6M
Expenses & distributions
Benefits paid / distributions$128.6M
Total expenses$138.8M
Net increase / (decrease)$121.7M

Data coverage

Plans with financial statements79 / 106 (75%)
Plans with provider compensation41 / 106 (39%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Staten 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.

Computed from loaded plans

Staten Island market comparison

Largest plan share of assets13%Wagner College Defined Contribution Retirement Plan
Participants per plan311Average across loaded plans
Plan sponsors76
Ranked by reported assets

Largest loaded plans in Staten Island

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

  1. 1
    Wagner College Defined Contribution Retirement Plan$133M
    Wagner College · 2023
  2. 2
    Liquor Salesmen'S Union Local 2 Pension Fund$75.2M
    Board Of Trustees Of Liquor Salesmen'S Union Local 2 Pension Fund · 2023
  3. 3
    Richmond Univ Medical Center Pension Plan For Employees Represented By Nysna$73.2M
    Richmond Medical Center · 2023
  4. 4
    Reinauer Transportation Companies, LLC Retirement And Investment Plan #3$66.8M
    Reinauer Transportation Companies, LLC · 2023
  5. 5
    Reinauer Transportation Companies, LLC Retirement And Investment Plan #2$64.7M
    Reinauer Transportation Companies, LLC · 2023
  6. 6
    Port Liberty Retirement Plan$52.4M
    Port Liberty Usa LLC · 2023
  7. 7
    Allied Welfare Fund$48.6M
    Allied Welfare Fund · 2023
  8. 8
    Richmond University Medical Center Retirement Plan For Non-Union Employees$44.9M
    Richmond University Medical Center · 2023
  9. 9
    Retirement Plan Of Wholesale Wine Salemen'S Pensio Salesmen'S Pension Fund$41.8M
    Board Of Trustees Of Retirement Plan Of The Wholesale Wine Salesmen Pe · 2023
  10. 10
    Eden Ii School For Autistic Children, Inc. Tax-Deferred Annuity Plan$32.3M
    The Eden Ii School For Autistic Children, Inc. · 2023
  11. 11
    Kddi Group 401(K) Plan$31M
    Kddi America, Inc. · 2023
  12. 12
    Staten Island Academy Defined Contribution Retirement Plan$23.6M
    Staten Island Academy · 2023
  13. 13
    Teamsters Local 210 Affiliated Health & Insurance Fund$22.3M
    Teamsters Local 210 Affiliated Health & Insurance Fund · 2023
  14. 14
    Adco Employee Stock Ownership Plan$21.5M
    Adco Electrical Corp. · 2023
  15. 15
    Regional Mso LLC Savings Plan$18.7M
    Regional Mso LLC · 2023
  16. 16
    Ila Warehouse Employees Pension Fund$15.8M
    Board Of Trustees Ila Warehouse Employee Pension Fund · 2023
  17. 17
    Smartstream Technologies 401(K) Plan$15.1M
    Smartstream Technologies, Inc. · 2023
  18. 18
    Sottile & Megna, M.D., P.C.$14.3M
    Sottile & Megna, M.D., P.C. · 2023
  19. 19
    Clean Water Of New York, Inc. Savings & Investment 401(K) Plan$13.3M
    Clean Water Of New York, Inc. · 2023
  20. 20
    Employee Benefit Plan Of Eger Lutheran Homes And Services, Inc.$13M
    Eger Lutheran Homes And Services, Inc. · 2023
  21. 21
    Integration Charter Schools 401(K) Plan$12.9M
    Integration Charter Schools · 2023
  22. 22
    Community Resources Staten Island, Inc. 403(B) Plan$11.7M
    Community Resources Staten Island Inc. · 2023
  23. 23
    Island Medical Services Retirement Savings Plan$11.7M
    Island Medical Services · 2023
  24. 24
    The Caddell Dry Dock And Repair Co., Inc. 401(K) Plan$10.7M
    Caddell Dry Dock And Repair Co · 2023
  25. 25
    Amabile & Erman, P.C. 401(K) Plan$10.3M
    Amabile & Erman, P.C. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Staten Island, NY?
106 plan(s) reported by 76 sponsor(s) are loaded for Staten Island, NY.

Related Form 5500 pages