Plan5500

Eagle, CO 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, Eagle, CO has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $15,109,733 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
1
Latest filing year
2023

What stands out in Eagle

  • 2 loaded plans hold $15.1M in reported assets across 1 sponsors.
  • The largest, R & H Mechanical, Inc. Employee Stock Ownership Plan, holds 66% of reported Eagle plan assets.
  • Plans cover 384 participants — about 192 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$13.3MSummed across loaded plans$13,291,483
Total reported assets$15.1M$15,109,733
Total reported participants384
Total reported liabilities$1.8M$1,818,250

Reported net position

Reported assets = net assets + liabilities (summed)$15.1M total assets
Net assets$13.3MLiabilities$1.8M
Contributions & income
Employer contributions$496.1K
Participant contributions$641.7K
Total income / additions$5.2M
Expenses & distributions
Benefits paid / distributions$372.5K
Total expenses$474.8K
Net increase / (decrease)$4.8M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation1 / 2 (50%)

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

Eagle market comparison

Largest plan share of assets66%R & H Mechanical, Inc. Employee Stock Ownership Plan
Participants per plan192Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Eagle

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

  1. 1
    R & H Mechanical, Inc. Employee Stock Ownership Plan$9.9M
    R & H Mechanical, Inc. · 2023
  2. 2
    R & H Mechanical, LLC 401(K) Retirement Savings Plan$5.2M
    R & H Mechanical, Inc. · 2023

Largest plans in Eagle → · Eagle plans by participants → · Eagle plans with financial data → · Eagle plans with provider compensation → · $1B+ plans in Eagle →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Eagle, CO?
2 plan(s) reported by 1 sponsor(s) are loaded for Eagle, CO.

Related Form 5500 pages