Plan5500

Westhampton Beach, 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, Westhampton Beach, NY has 10 loaded benefit plan(s) reported by 8 plan sponsor(s), with $54,589,484 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
10
Plan sponsors
8
Latest filing year
2023

What stands out in Westhampton Beach

  • 10 loaded plans hold $54.6M in reported assets across 8 sponsors.
  • The largest, Andrew & Sons, LLC 401(K) Plan, holds 48% of reported Westhampton Beach plan assets.
  • Plans cover 2,331 participants — about 233 per plan.
  • 70% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$54.6MSummed across loaded plans$54,581,173
Total reported assets$54.6M$54,589,484
Total reported participants2.3K2,331
Total reported liabilities$8.3K$8,311

Reported net position

Reported assets = net assets + liabilities (summed)$54.6M total assets
Net assets$54.6MLiabilities$8.3K
Contributions & income
Employer contributions$1.4M
Participant contributions$3.6M
Total income / additions$13.2M
Expenses & distributions
Benefits paid / distributions$3.5M
Total expenses$3.8M
Net increase / (decrease)$9.4M

Data coverage

Plans with financial statements7 / 10 (70%)
Plans with provider compensation5 / 10 (50%)

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

Westhampton Beach market comparison

Largest plan share of assets48%Andrew & Sons, LLC 401(K) Plan
Participants per plan233Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Westhampton Beach

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

  1. 1
    Andrew & Sons, LLC 401(K) Plan$26.1M
    Andrew & Sons, LLC · 2023
  2. 2
    East End Hospice, Inc. 403(B) Plan$7.5M
    East End Hospice, Inc. · 2023
  3. 3
    Seafield Center, Inc. 401(K) Plan And Trust$7.3M
    Seafield Center, Inc. · 2023
  4. 4
    Tate'S Bake Shop 401(K) Plan$6.6M
    Tates Bake Shop, Inc. · 2023
  5. 5
    Railex Wine Services, LLC 401(K) Plan$5M
    Railex Wine Services, LLC · 2023
  6. 6
    Georgia Malone & Company, Inc Defined Benefit Pension Plan$1.3M
    Georgia Malone & Company, Inc · 2023
  7. 7
    Jdc Properties, LLC 401(K) Plan$883K
    Jdc Properties, LLC · 2023
  8. 8
    Andrew & Sons, LLCnot reported in the loaded dataset
    Andrew & Sons, LLC · 2023
  9. 9
    Seafield Center Inc Welfare Plannot reported in the loaded dataset
    Seafield Center Inc · 2023
  10. 10
    Railex LLC Welfare Benefit Plannot reported in the loaded dataset
    Railex LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Westhampton Beach, NY?
10 plan(s) reported by 8 sponsor(s) are loaded for Westhampton Beach, NY.

Related Form 5500 pages