Plan5500

Stony Brook, 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, Stony Brook, NY has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $37,891,852 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Stony Brook

  • 3 loaded plans hold $37.9M in reported assets across 3 sponsors.
  • The largest, The Stony Brook School Defined Contribution Plan, holds 62% of reported Stony Brook plan assets.
  • Plans cover 567 participants — about 189 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 67% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$37.9MSummed across loaded plans$37,891,852
Total reported assets$37.9M$37,891,852
Total reported participants567
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$37.9M total assets
Net assets$37.9MLiabilities$0
Contributions & income
Employer contributions$1.8M
Participant contributions$3M
Total income / additions$10.4M
Expenses & distributions
Benefits paid / distributions$4.2M
Total expenses$4.3M
Net increase / (decrease)$6.1M

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation2 / 3 (67%)

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

Stony Brook market comparison

Largest plan share of assets62%The Stony Brook School Defined Contribution Plan
Participants per plan189Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Stony Brook

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

  1. 1
    The Stony Brook School Defined Contribution Plan$23.6M
    The Stony Brook School · 2023
  2. 2
    Softheon 401(K) Plan$14.2M
    Softheon, Inc. · 2023
  3. 3
    Jdkd Management Company, LLC. Profit Sharing Plan$156.1K
    Jdkd Management Company, LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages