Plan5500

Wading River, 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, Wading River, NY has 6 loaded benefit plan(s) reported by 5 plan sponsor(s), with $10,979,597 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
5
Latest filing year
2023

What stands out in Wading River

  • 6 loaded plans hold $11M in reported assets across 5 sponsors.
  • The largest, Little Flower Children & Family Services Defined Contribution Pension Plan, holds 86% of reported Wading River plan assets.
  • Plans cover 3,997 participants — about 666 per plan.
  • 83% of loaded plans report full Schedule H/I financial statements.
  • 17% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11MSummed across loaded plans$10,979,597
Total reported assets$11M$10,979,597
Total reported participants4K3,997
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$11M total assets
Net assets$11MLiabilities$0
Contributions & income
Employer contributions$286.5K
Participant contributions$638.8K
Total income / additions$2.2M
Expenses & distributions
Benefits paid / distributions$1.4M
Total expenses$1.4M
Net increase / (decrease)$809.4K

Data coverage

Plans with financial statements5 / 6 (83%)
Plans with provider compensation1 / 6 (17%)

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

Wading River market comparison

Largest plan share of assets86%Little Flower Children & Family Services Defined Contribution Pension Plan
Participants per plan666Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Wading River

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

  1. 1
    Little Flower Children & Family Services Defined Contribution Pension Plan$9.4M
    Little Flower Children And Family Svc Of Ny · 2023
  2. 2
    Lvsone Inc. Retirement Plan$756.2K
    Lvsone Inc. · 2023
  3. 3
    Forestwood Industries Inc. And Safeguard Inc. Cash Balance Pension Plan$685.6K
    Safeguard, Inc.. · 2023
  4. 4
    Woodchuck Hollow Management, Inc. 401(K) Plan$94.9K
    Woodchuck Hollow Management, Inc. · 2023
  5. 5
    Expressway Solutions, Inc. Retirement Plan$17.5K
    Expressway Solutions, Inc. · 2023
  6. 6
    Little Flower Children And Family Svc Of Ny Medical Plannot reported in the loaded dataset
    Little Flower Children And Family Svc Of Ny · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Wading River, NY?
6 plan(s) reported by 5 sponsor(s) are loaded for Wading River, NY.

Related Form 5500 pages