Plan5500

White Plains, 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, White Plains, NY has 178 loaded benefit plan(s) reported by 126 plan sponsor(s), with $13,767,943,426 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
178
Plan sponsors
126
Latest filing year
2023

What stands out in White Plains

  • 178 loaded plans hold $13.8B in reported assets across 126 sponsors.
  • The largest, Pentegra Defined Benefit Plan For Financial Inst, holds 23% of reported White Plains plan assets.
  • Plans cover 630,084 participants — about 3,540 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • 49% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12.8BSummed across loaded plans$12,807,334,440
Total reported assets$13.8B$13,767,943,426
Total reported participants630.1K630,084
Total reported liabilities$960.6M$960,588,501

Reported net position

Reported assets = net assets + liabilities (summed)$13.8B total assets
Net assets$12.8BLiabilities$960.6M
Contributions & income
Employer contributions$644.5M
Participant contributions$309.5M
Total income / additions$2.7B
Expenses & distributions
Benefits paid / distributions$1.2B
Total expenses$1.5B
Net increase / (decrease)$1.2B

Data coverage

Plans with financial statements133 / 178 (75%)
Plans with provider compensation88 / 178 (49%)

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

White Plains market comparison

Largest plan share of assets23%Pentegra Defined Benefit Plan For Financial Inst
Participants per plan3,540Average across loaded plans
Plan sponsors126
Ranked by reported assets

Largest loaded plans in White Plains

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

  1. 1
    Pentegra Defined Benefit Plan For Financial Inst$3.2B
    Board Of Directors Of Pentegra Defined Benefit Plan · 2023
  2. 2
    Pentegra Defined Contribution Plan For Financial Institutions$2.2B
    Board Of Directors Of Pentegra Defined Contribution Plan · 2023
  3. 3
    Legacy Plan Of The National Retirement Fund$1.8B
    Bd Of Trustees-Legacy Plan Of The National Retirement Fund · 2023
  4. 4
    Danone U.S. 401(K) Plan$694.3M
    Danone North America Public Benefit Corporation · 2023
  5. 5
    The Legacy Plan Of The Unite Here Retirement Fund$590.8M
    Board Of Trustees - Legacy Plan Of The Unite Here Retirement Fund · 2023
  6. 6
    White Plains Hospital Center 403(B) Defined Contribution Retirement Program$502.3M
    White Plains Hospital Medical Center · 2023
  7. 7
    Consolidated Retirement Plan$477.1M
    Board Of Trustees Consolidated Retirement Fund · 2023
  8. 8
    Alliancebernstein Delaware Business Trust Ab Global Core Equity Series$446.7M
    Alliancebernstein L.P. · 2023
  9. 9
    The Adjustable Plan Of The Unite Here Retirement$349.2M
    Board Of Trustees - Adjustable Plan Of The Unite Here Retirement Fund · 2023
  10. 10
    Carl Zeiss, Inc. 401(K) Savings & Investment Plan$315.3M
    Carl Zeiss, Inc. · 2023
  11. 11
    Laundry, Dry Cleaning Workers & Allied Industries Retirement Fund, Workers United$186.2M
    Trustees Of The Laundry,Dry Cleaning Wo Rkers And Allied Industries Re · 2023
  12. 12
    Heineken Usa Savings And Retirement Plan$180.9M
    Heineken Usa, Inc. · 2023
  13. 13
    Alliancebernstein Institutional Fund Global Plus Fixed Income Fund$153.2M
    Alliancebernstein L.P. · 2023
  14. 14
    Retirement Plan Of The Unite Here International$151.1M
    Bd Of Trustees-Retirement Plan Of The Unite Here Int'L And Locals · 2023
  15. 15
    Adjustable Plan Of The National Retirement Fund$139.5M
    Bd Of Trustees-Adjustable Plan Of The National Retirement Fund · 2023
  16. 16
    Privilege Underwriters, Inc. 401(K) Plan$135.9M
    Privilege Underwriters, Inc. · 2023
  17. 17
    Alliance Capital Group Trust Emerging Markets Fund$134.1M
    Alliancebernstein L.P. · 2023
  18. 18
    Retirement Plan For Employees Of White Plains Hospital Medical Center$130.7M
    White Plains Hospital Center C/O Human Resource Committee · 2023
  19. 19
    Combe Incorporated Employees Savings Plan$110.6M
    Combe Incorporated · 2023
  20. 20
    Retirement Income Plan For The Employees Of Dannon$89.9M
    Danone North America Public Benefit Corporation · 2023
  21. 21
    Local No. 8 Retirement Fund$87.5M
    Local No. 8 Retirement Fund · 2023
  22. 22
    Pension Plan For Employees Of Carl Zeiss, Inc.$84.9M
    Carl Zeiss, Inc. · 2023
  23. 23
    Krasdale Foods, Inc. Profit Sharing/401k Plan And Trust$84.4M
    Krasdale Foods, Inc. · 2023
  24. 24
    Ivyrehab Physical Therapy Pllc 401(K) Profit Sharing Plan$83.5M
    Ivyrehab Pt, Ot & Speech Pllc · 2023
  25. 25
    Windward School Retirement Plan$76.9M
    The Windward School · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for White Plains, NY?
178 plan(s) reported by 126 sponsor(s) are loaded for White Plains, NY.

Related Form 5500 pages