Back to filter
Original filing (PDF)20251007091235NAL0002531459001
CAREN SCHUMER
Form 5500-SF
FILING_RECEIVED
CAREN B. SCHUMER 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$4.5M
Net assets (EOY)
$4.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAREN SCHUMER.
Plan sponsor
Name
CAREN SCHUMER
EIN
11-3022776
Address
14-26 150TH STREET · WHITESTONE, NY · 11357
Phone
(718) 767-2828
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Health Care & Social Assistance plans
MIDWEST FOOT AND ANKLE CENTER
MIDWEST FOOT AND ANKLE CENTER, P.C. 401(K) PROFIT SHARING PLAN
$4.5M · 9 participants
FOOT & ANKLE SPECIALISTS OF CONN, P.C.
FOOT & ANKLE SPECIALISTS OF CONNECTICUT, P.C 401(K) PROFIT SHARING PLAN
$4.6M · 7 participants
O'CARROLL & ASSOCIATES, LLC
O'CARROLL & ASSOCIATES, LLC 401(K) PLAN
$4.6M · 5 participants
BAY RIDGE ORTHOPEDIC ASSOCIATES, P.C.
BAY RIDGE ORTHOPEDIC ASSOCIATES, P.C. PENSION PLAN
$4.5M · 9 participants
NEWTOWN PODIATRY ASSOCIATES, P.C.
NEWTOWN PODIATRY ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN
$4.5M · 12 participants
DOUGLAS ROBINSON D.P.M., PROFESSIONAL PODIATRY CORP
DOUGLAS ROBINSON D.P.M., 401(K) PROFIT SHARING PLAN
$4.7M · 4 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B