Tuxedo Park, 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, Tuxedo Park, NY has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $10,353,489 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Tuxedo Park

  • 1 loaded plans hold $10.4M in reported assets across 1 sponsors.
  • The largest, Tuxedo Park School 403(B) Dc Plan, holds 100% of reported Tuxedo Park plan assets.
  • Plans cover 159 participants — about 159 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10.4MSummed across loaded plans$10,353,489
Total reported assets$10.4M$10,353,489
Total reported participants159
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$10.4M total assets
Net assets$10.4MLiabilities
Contributions & income
Employer contributions$146K
Participant contributions$136.8K
Total income / additions$1.7M
Expenses & distributions
Benefits paid / distributions$260.5K
Total expenses$260.5K
Net increase / (decrease)$1.4M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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

Tuxedo Park market comparison

Largest plan share of assets100%Tuxedo Park School 403(B) Dc Plan
Participants per plan159Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Tuxedo Park

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

  1. 1
    Tuxedo Park School · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Tuxedo Park, NY?
1 plan(s) reported by 1 sponsor(s) are loaded for Tuxedo Park, NY.

Related Form 5500 pages