Wingdale, 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, Wingdale, NY has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $109,464,100 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023

What stands out in Wingdale

  • 3 loaded plans hold $109.5M in reported assets across 2 sponsors.
  • The largest, Westchester Modular Homes, Inc. Employee Stock Ownership Plan, holds 84% of reported Wingdale plan assets.
  • Plans cover 387 participants — about 129 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$109.5MSummed across loaded plans$109,464,100
Total reported assets$109.5M$109,464,100
Total reported participants387
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$109.5M total assets
Net assets$109.5MLiabilities$0
Contributions & income
Employer contributions$2.8M
Participant contributions$613.4K
Total income / additions$22.9M
Expenses & distributions
Benefits paid / distributions$5.2M
Total expenses$5.3M
Net increase / (decrease)$17.6M

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation1 / 3 (33%)

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

Wingdale market comparison

Largest plan share of assets84%Westchester Modular Homes, Inc. Employee Stock Ownership Plan
Participants per plan129Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Wingdale

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

  1. 1
    Westchester Modular Homes, Inc. · 2023
  2. 2
    Westchester Modular Homes, Inc. · 2023
  3. 3
    Strongdogg Incorporated · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Wingdale, NY?
3 plan(s) reported by 2 sponsor(s) are loaded for Wingdale, NY.

Related Form 5500 pages