Plan5500

Beacon Falls, CT 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, Beacon Falls, CT has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $10,611,907 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Beacon Falls

  • 3 loaded plans hold $10.6M in reported assets across 3 sponsors.
  • The largest, Goldenrod Corporation Retirement Plan, holds 65% of reported Beacon Falls plan assets.
  • Plans cover 59 participants — about 20 per plan.
  • 67% 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$10.6MSummed across loaded plans$10,611,907
Total reported assets$10.6M$10,611,907
Total reported participants59
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$10.6M total assets
Net assets$10.6MLiabilities$0
Contributions & income
Employer contributions$427.3K
Participant contributions$515.3K
Total income / additions$2.1M
Expenses & distributions
Benefits paid / distributions$107.5K
Total expenses$159.7K
Net increase / (decrease)$2M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation0 / 3 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Beacon Falls, CT 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

Beacon Falls market comparison

Largest plan share of assets65%Goldenrod Corporation Retirement Plan
Participants per plan20Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Beacon Falls

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

  1. 1
    Goldenrod Corporation Retirement Plan$6.9M
    Goldenrod · 2023
  2. 2
    Mhr & Associates, Inc. Profit Sharing Plan$3.7M
    Mhr & Associates, Inc. · 2023
  3. 3
    Murtha Enterprises, Inc. Retirement Plannot reported in the loaded dataset
    Murtha Enterprises, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Beacon Falls, CT?
3 plan(s) reported by 3 sponsor(s) are loaded for Beacon Falls, CT.

Related Form 5500 pages