Plan5500

Bethany, 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, Bethany, CT has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $65,544,263 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 Bethany

  • 5 loaded plans hold $65.5M in reported assets across 4 sponsors.
  • The largest, Laticrete International, Inc. 401(K) Savings And Profit Sharing Plan, holds 98% of reported Bethany plan assets.
  • Plans cover 1,328 participants — about 266 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$65.5MSummed across loaded plans$65,544,263
Total reported assets$65.5M$65,544,263
Total reported participants1.3K1,328
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$65.5M total assets
Net assets$65.5MLiabilities$0
Contributions & income
Employer contributions$1.6M
Participant contributions$4.6M
Total income / additions$16.3M
Expenses & distributions
Benefits paid / distributions$3M
Total expenses$3.2M
Net increase / (decrease)$13.1M

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 Bethany, 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

Bethany market comparison

Largest plan share of assets98%Laticrete International, Inc. 401(K) Savings And Profit Sharing Plan
Participants per plan266Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Bethany

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

  1. 1
    Laticrete International, Inc. 401(K) Savings And Profit Sharing Plan$64.1M
    Laticrete International, Inc. · 2023
  2. 2
    B&B Transportation Inc. 401(K) Plan$974.2K
    B&B Transportation Inc. · 2023
  3. 3
    You Guys Inc. Retirement Plan$444.9K
    You Guys Inc. · 2023
  4. 4
    New England Aerial Cleaning Co 401(K) Plan$41.4K
    New England Aerial Cleaning Co · 2023
  5. 5
    Laticrete International, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Laticrete International Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages