Greenwood Village, CA 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, Greenwood Village, CA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $35,734,737 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Greenwood Village

  • 2 loaded plans hold $35.7M in reported assets across 2 sponsors.
  • The largest, Empower Lifetime 2035 Index Trust, holds 92% of reported Greenwood Village plan assets.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$35.7MSummed across loaded plans$35,730,077
Total reported assets$35.7M$35,734,737
Total reported participantsNot reported
Total reported liabilities$4.7K$4,660

Reported net position

Reported assets = net assets + liabilities (summed)$35.7M total assets
Net assets$35.7MLiabilities$4.7K
Contributions & income
Total income / additions$4.2M
Expenses & distributions
Benefits paid / distributions$0
Total expenses$73.9K
Net increase / (decrease)$4.2M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Greenwood Village, CA 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

Greenwood Village market comparison

Largest plan share of assets92%Empower Lifetime 2035 Index Trust
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Greenwood Village

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

  1. 1
    Empower Trust Company, LLC · 2023
  2. 2
    Empower Annuity Insurance Company Of America · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Greenwood Village, CA?
2 plan(s) reported by 2 sponsor(s) are loaded for Greenwood Village, CA.

Related Form 5500 pages