401(k)
2024 plan-year 401(k) DOL Form 5500

Engel Burman Senior Housing 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Engel Burman Senior Housing at East Meadow, Inc. · New York · Healthcare & Social Assistance

What the 2023 filing shows

Engel Burman Senior Housing 401(k) Plan holds $34M for 2,562 participants — about $13,216 per participant, up 28.9% over the 2024 plan year.

$34M
total plan assets (2024 EOY)
2,562
covered participants
$13,216
avg assets per participant
+28.9%
assets growth YoY
Total Assets (2023)
$34M
Participants
2,562
State
Industry
Healthcare & Social Assistance

What the Filing Says About Engel Burman Senior Housing 401(k) Plan

Engel Burman Senior Housing 401(k) Plan is a 401(k) retirement plan sponsored by Engel Burman Senior Housing at East Meadow, Inc., headquartered in New York. As of the 2024 Form 5500 filing, the plan reports $34M in total end-of-year assets and covers 2,562 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 113481326, and the plan has been effective since 2003-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $26M at the beginning of 2024 to $34M at year-end — a gain of 28.9%. Net assets (after liabilities) closed the year at $34M, with reported net income of $8M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$26M
Total Assets (End of Year)$34M
Net Assets (End of Year)$34M
Net Income$8M
Plan Type401(k)
Employer EIN113481326
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Engel Burman Senior Housing at East Meadow, Inc.)

Year Plans Participants Total Assets
2022 1 1,787 $20M
2023 1 2,075 $26M
2024 1 2,562 $34M

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Frequently Asked Questions

How much money is in the Engel Burman Senior Housing 401(k) Plan?
As of the 2024 Form 5500 filing, Engel Burman Senior Housing 401(k) Plan holds $34M in total assets with 2,562 participants. It is sponsored by Engel Burman Senior Housing at East Meadow, Inc..
What type of plan is Engel Burman Senior Housing 401(k) Plan?
Engel Burman Senior Housing 401(k) Plan is a 401(k) plan. It has been effective since 2003-01-01. The plan is filed with the U.S. Department of Labor under EIN 113481326.
Who sponsors the Engel Burman Senior Housing 401(k) Plan?
Engel Burman Senior Housing 401(k) Plan is sponsored by Engel Burman Senior Housing at East Meadow, Inc., located in New York. The sponsor's EIN is 113481326 and the plan operates in the Healthcare & Social Assistance industry.
How did Engel Burman Senior Housing 401(k) Plan perform in 2024?
Engel Burman Senior Housing 401(k) Plan grew by 28.9% during 2024, moving from $26M to $34M in total assets. Net income was $8M.
Where can I find official filings for Engel Burman Senior Housing 401(k) Plan?
Official Form 5500 filings for Engel Burman Senior Housing 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 113481326 or plan name at efast.dol.gov.
How does Engel Burman Senior Housing 401(k) Plan compare to other plans?
You can compare Engel Burman Senior Housing 401(k) Plan against other 401(k) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 113481326.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.