Plan5500

Erie, 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, Erie, CO has 13 loaded benefit plan(s) reported by 13 plan sponsor(s), with $7,486,636 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
13
Plan sponsors
13
Latest filing year
2023

What stands out in Erie

  • 13 loaded plans hold $7.5M in reported assets across 13 sponsors.
  • The largest, Eclipse Engineering, Inc. Employee Stock Ownership Plan, holds 67% of reported Erie plan assets.
  • Plans cover 200 participants — about 15 per plan.
  • 92% 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$5.3MSummed across loaded plans$5,310,665
Total reported assets$7.5M$7,486,636
Total reported participants200
Total reported liabilities$3.4M$3,392,183

Reported net position

Reported assets = net assets + liabilities (summed)$7.5M total assets
Net assets$5.3MLiabilities$3.4M
Contributions & income
Employer contributions$413.6K
Participant contributions$59K
Total income / additions$527.1K
Expenses & distributions
Benefits paid / distributions$120.9K
Total expenses$266.2K
Net increase / (decrease)$260.9K

Data coverage

Plans with financial statements12 / 13 (92%)
Plans with provider compensation0 / 13 ()

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

Erie market comparison

Largest plan share of assets67%Eclipse Engineering, Inc. Employee Stock Ownership Plan
Participants per plan15Average across loaded plans
Plan sponsors13
Ranked by reported assets

Largest loaded plans in Erie

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

  1. 1
    Eclipse Engineering, Inc. Employee Stock Ownership Plan$5M
    Eclipse Engineering, Inc. · 2023
  2. 2
    Intevos Inc. Retirement Plan$1.1M
    Intevos Inc. · 2023
  3. 3
    Grassblades Inc. 401(K) Plan$414.1K
    Grassblades Inc. · 2023
  4. 4
    Big Daddy J'S Merritt Island Beefs, Inc. 401(K) Plan$244.5K
    Big Daddy J'S Merritt Island Beefs, Inc. · 2023
  5. 5
    The Painted Primrose Co. Profit Sharing Plan & Trust$162.6K
    The Painted Primrose Co. · 2023
  6. 6
    Lauren And Sofies Sugar Rush, Inc. 401(K) Plan$156.3K
    Lauren And Sofies Sugar Rush, Inc. · 2023
  7. 7
    Blacktree, Inc. 401(K) Plan$151.5K
    Blacktree, Inc. · 2023
  8. 8
    Krueger Emh, Inc. 401(K) Profit Sharing Plan$139.5K
    Krueger Emh, Inc. · 2023
  9. 9
    Lere Health & Fitness, Inc. Profit Sharing Plan$102K
    Lere Health & Fitness, Inc. · 2023
  10. 10
    Lancaster Stoneworks, Inc. 401(K) Plan$55.8K
    Lancaster Stoneworks, Inc. · 2023
  11. 11
    Guite Corp 401(K) Plan$11.2K
    Guite Corp · 2023
  12. 12
    Eva Corp 401(K) Plan$0
    Eva Corp · 2023
  13. 13
    Maruho Hatsujyo Innovations, Inc. Health & Welfare Plannot reported in the loaded dataset
    Maruho Hatsujyo Innovations, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Erie, CO?
13 plan(s) reported by 13 sponsor(s) are loaded for Erie, CO.

Related Form 5500 pages