Plan5500

Wantagh, 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, Wantagh, NY has 12 loaded benefit plan(s) reported by 11 plan sponsor(s), with $24,313,615 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
12
Plan sponsors
11
Latest filing year
2023

What stands out in Wantagh

  • 12 loaded plans hold $24.3M in reported assets across 11 sponsors.
  • The largest, The Bide-A-Wee Home Associates Tax Deferred Annuity Plan, holds 39% of reported Wantagh plan assets.
  • Plans cover 1,405 participants — about 117 per plan.
  • 100% 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$24.3MSummed across loaded plans$24,313,615
Total reported assets$24.3M$24,313,615
Total reported participants1.4K1,405
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$24.3M total assets
Net assets$24.3MLiabilities$0
Contributions & income
Employer contributions$916.2K
Participant contributions$704.2K
Total income / additions$5.2M
Expenses & distributions
Benefits paid / distributions$1.5M
Total expenses$1.6M
Net increase / (decrease)$3.6M

Data coverage

Plans with financial statements12 / 12 (100%)
Plans with provider compensation3 / 12 (25%)

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

Wantagh market comparison

Largest plan share of assets39%The Bide-A-Wee Home Associates Tax Deferred Annuity Plan
Participants per plan117Average across loaded plans
Plan sponsors11
Ranked by reported assets

Largest loaded plans in Wantagh

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

  1. 1
    The Bide-A-Wee Home Associates Tax Deferred Annuity Plan$9.5M
    Bideawee, Inc. · 2023
  2. 2
    403(B) Thrift Plan For Employees Of P.L.U.S. Group Homes, Inc.$7.8M
    P.L.U.S. Group Homes, Inc. · 2023
  3. 3
    Shelby Foods 401(K) Profit Sharing Plan$2.8M
    Shelby Foods, LLC · 2023
  4. 4
    Shelby Foods Cash Balance Plan$1.5M
    Shelby Foods, LLC · 2023
  5. 5
    Interboro Attorney Services 401k Plan$1.1M
    Interboro Attorney Services Corp · 2023
  6. 6
    Abby'S Parkside Nursery & Florist Inc Profit Sharing Plan$897.2K
    Eric Abolafia · 2023
  7. 7
    Adam Magnes Agency Retirement Plan$295K
    Adam Magnes Agency, Inc. · 2023
  8. 8
    Fjc Plumbing, Inc. 401(K) Profit Sharing Plan And Trust$291.4K
    Fjc Plumbing, Inc. · 2023
  9. 9
    Jyc Social 401k$40.2K
    Jyc Social, Inc. · 2023
  10. 10
    Kj Snacks Incorporated 401(K) Plan$582
    Kj Snacks Incorporated · 2023
  11. 11
    Bmt Designers And Planners, Inc. 401(K) Tax Deferral And Savings Plan$0
    Bmt Designers & Planners, Inc · 2023
  12. 12
    Care Connection Home Care, LLC 401(K) Plan$0
    Care Connection Home Care, LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Wantagh, NY?
12 plan(s) reported by 11 sponsor(s) are loaded for Wantagh, NY.

Related Form 5500 pages