Plan5500

Wellington, 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, Wellington, CO has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $11,796,576 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
4
Latest filing year
2023

What stands out in Wellington

  • 5 loaded plans hold $11.8M in reported assets across 4 sponsors.
  • The largest, Advance Tank Employees' Retirement Plan, holds 96% of reported Wellington plan assets.
  • Plans cover 353 participants — about 71 per plan.
  • 80% of loaded plans report full Schedule H/I financial statements.
  • 40% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11.8MSummed across loaded plans$11,796,576
Total reported assets$11.8M$11,796,576
Total reported participants353
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$11.8M total assets
Net assets$11.8MLiabilities$0
Contributions & income
Employer contributions$72.8K
Participant contributions$728.5K
Total income / additions$2.6M
Expenses & distributions
Benefits paid / distributions$326.1K
Total expenses$356.3K
Net increase / (decrease)$2.3M

Data coverage

Plans with financial statements4 / 5 (80%)
Plans with provider compensation2 / 5 (40%)

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

Wellington market comparison

Largest plan share of assets96%Advance Tank Employees' Retirement Plan
Participants per plan71Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Wellington

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

  1. 1
    Advance Tank Employees' Retirement Plan$11.3M
    Advance Tank And Construction Co. · 2023
  2. 2
    Dj Grill & Tap Concepts Retirement Plan$271.8K
    Dj Grill & Tap Concepts, Inc. · 2023
  3. 3
    Jh Meksch Financial Services Retirement Plan$115.2K
    Jh Meksch Financial Services, Inc. · 2023
  4. 4
    Kswm Enterprises, Inc. 401(K) Profit Sharing Plan$68.3K
    Kswm Enterprises, Inc. · 2023
  5. 5
    Advance Tank & Construction, LLC Group Health Plannot reported in the loaded dataset
    Advance Tank & Construction, LLC · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Wellington, CO?
5 plan(s) reported by 4 sponsor(s) are loaded for Wellington, CO.

Related Form 5500 pages