How big is Elmont Cemetery, Inc.'s plan?

Elmont Cemetery, Inc.'s plan reported $3.2M in assets and 80 participants for 2024.

Original filing (PDF)20250901072916NAL0007764611001

Elmont Cemetery, Inc.

Name: Elmont Cemetery, Inc. — Elmont Cemetery Field, Form 5500 (2024)
Creator: Elmont Cemetery, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Elmont Cemetery Field Workers Pension Trust

Defined-benefit pension plan · Elmont Cemetery, Inc.'s Elmont Cemetery Field Workers Pension Trust held $3.2M in plan assets for 80 participants in 2024.

Signals · 1

54% employer stock

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Richard DAMM signed Elmont Cemetery, Inc.'s 2024 Form 5500 as plan administrator.

Richard DAMM — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Elmont Cemetery, Inc.'s EIN is 11-0717250.

EIN 11-0717250

Plan number 002

Plan year 2024

ACK ID 20250901072916NAL0007764611001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Elmont Cemetery, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ELMONT CEMETERY, INC..

Finding similar companies…

How this plan invests

This plan

44 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Bottom-decile employer contributions per participant (5th percentile).

Plan sponsor

Name

ELMONT CEMETERY, INC.

EIN

all filings

Address

300 ELMONT ROAD · ELMONT, NY · 11003

Phone

(516) 328-1300

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-01

Pension benefit codes

1B · Flat-dollar DB formula

Audit & trust (Schedule H)

Auditor

SCHULMAN LOBEL LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
BANK OF AMERICA	94-1687665	—	TRUSTEE	$12K	—

Investments

44 direct securities· $2.8M(89% of reported assets)

Common Stocks

$1.4M

29 holdings

Other securities

$679K

10 holdings

Common Collective Trusts

$521K

2 holdings

Mutual Funds

$228K

2 holdings

Cash / Money Market

$49K

1 holding

					% of plan
SPDR S&P 500 ETF TRUST Exchange Traded Funds	Common Collective Trusts	—	$182K	$412K	12.8%
ISHARES RUSSELL MIDCAP Exchange Traded Funds	Other securities	—	$189K	$207K	6.5%
VANGUARD FTSE DEVELOPED MARKETS ETF Exchange Traded Funds	Mutual Funds	—	$146K	$137K	4.3%
ISHARES TR RUSSELL 2000 Exchange Traded Funds	Common Collective Trusts	—	$103K	$109K	3.4%
VANGUARD FTSE EMERGING MARKETS ETF Exchange Traded Funds	Mutual Funds	—	$97K	$91K	2.8%
HP ENTERPRISE CO Corporate Bonds	Common Stocks	—	$64K	$59K	1.8%
UNITED TECHNOLOGIES CORP Corporate Bonds	Common Stocks	—	$63K	$59K	1.8%
METLIFE INC Corporate Bonds	Common Stocks	—	$67K	$58K	1.8%
MORGAN STANLEY Corporate Bonds	Other securities	—	$62K	$58K	1.8%
WALMART INC Corporate Bonds	Common Stocks	—	$64K	$58K	1.8%
GLB VAR % DUE JUL 24 2028 COMCAST CORP Corporate Bonds	Common Stocks	—	$65K	$58K	1.8%
HOME DEPOT INC Corporate Bonds	Common Stocks	—	$59K	$57K	1.8%
ILLINOIS TOOL WORKS INC Corporate Bonds	Common Stocks	—	$61K	$57K	1.8%
SER MTN GLB VAR%OCT 25 2033 CVS HEALTH CORP Corporate Bonds	Common Stocks	—	$65K	$57K	1.8%
BP CAPITAL MARKETS PLC Foreign Bonds	Common Stocks	—	$62K	$57K	1.8%
APPLE INC Corporate Bonds	Common Stocks	—	$62K	$57K	1.8%
PFIZER INC Corporate Bonds	Common Stocks	—	$63K	$56K	1.8%
ABBVIE INC Corporate Bonds	Common Stocks	—	$55K	$56K	1.7%
TARGET CORP Corporate Bonds	Common Stocks	—	$55K	$56K	1.7%
ANHEUSER-BUSCH INBEV HOR Corporate Bonds	Other securities	—	$63K	$55K	1.7%
CAPITAL ONE FINANCIAL CO Corporate Bonds	Common Stocks	—	$57K	$55K	1.7%
MCDONALD'$ CORP Corporate Bonds	Common Stocks	—	$59K	$54K	1.7%
NEXTERA ENERGY CAPITAL Corporate Bonds	Other securities	—	$59K	$54K	1.7%
ROYAL BANK OF CANADA Foreign Bonds	Other securities	—	$54K	$53K	1.7%
PHILLIPS 66 Corporate Bonds	Other securities	—	$55K	$53K	1.7%
EXXON MOBIL CORPORATION Corporate Bonds	Common Stocks	—	$59K	$53K	1.6%
GLB VAR% DUE JUN 8 2034 CITIGROUP INC Corporate Bonds	Common Stocks	—	$57K	$52K	1.6%
US BANCORP Corporate Bonds	Common Stocks	—	$55K	$52K	1.6%
PNC FINANCIAL SERVICES Corporate Bonds	Other securities	—	$58K	$51K	1.6%
JPMORGAN CHASE & CO Corporate Bonds	Common Stocks	—	$50K	$51K	1.6%
NEWMONT CORP Corporate Bonds	Common Stocks	—	$47K	$50K	1.6%
GLB VAR % DUE JAN 25 2033 KINDER MORGAN INC Corporate Bonds	Common Stocks	—	$55K	$49K	1.5%
FEDERATED HERMES GOVT OBLIGATIONS FD CL Money Market Fund	Cash / Money Market	—	$49K	$49K	1.5%
THERMO FISHER SCIENTIFIC Corporate Bonds	Other securities	—	$52K	$49K	1.5%
VERIZON COMMUNICATIONS Corporate Bonds	Other securities	—	$54K	$49K	1.5%
TORONTO-DOMINION BANK Foreign Bonds	Other securities	—	$56K	$49K	1.5%
QUALCOMM INC Corporate Bonds	Common Stocks	—	$48K	$47K	1.5%
COSTCO WHOLESALE CORP Corporate Bonds	Common Stocks	—	$46K	$47K	1.5%
WELLS FARGO & COMPANY Corporate Bonds	Common Stocks	—	$44K	$44K	1.4%
LOWE'S COS INC Corporate Bonds	Common Stocks	—	$32K	$33K	1.0%
LOCKHEED MARTIN CORP Corporate Bonds	Common Stocks	—	$27K	$25K	0.8%
UNITEDHEALTH GROUP INC Corporate Bonds	Common Stocks	—	$6K	$6K	0.2%
BANK OF NY MELLON CORP Corporate Bonds	Common Stocks	—	$5K	$5K	0.2%
STARBUCKS CORP Corporate Bonds	Common Stocks	—	$4K	$4K	0.1%