Bethel, 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, Bethel, CT has 19 loaded benefit plan(s) reported by 14 plan sponsor(s), with $155,563,273 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
19
Plan sponsors
14
Latest filing year
2023

What stands out in Bethel

  • 19 loaded plans hold $155.6M in reported assets across 14 sponsors.
  • The largest, Saes Sma 401(K) Plan, holds 27% of reported Bethel plan assets.
  • Plans cover 5,453 participants — about 287 per plan.
  • 74% of loaded plans report full Schedule H/I financial statements.
  • 26% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$151.3MSummed across loaded plans$151,281,327
Total reported assets$155.6M$155,563,273
Total reported participants5.5K5,453
Total reported liabilities$4.3M$4,281,946

Reported net position

Reported assets = net assets + liabilities (summed)$155.6M total assets
Net assets$151.3MLiabilities$4.3M
Contributions & income
Employer contributions$4.1M
Participant contributions$6.6M
Total income / additions$29.2M
Expenses & distributions
Benefits paid / distributions$12M
Total expenses$12.5M
Net increase / (decrease)$16.7M

Data coverage

Plans with financial statements14 / 19 (74%)
Plans with provider compensation5 / 19 (26%)

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

Bethel market comparison

Largest plan share of assets27%Saes Sma 401(K) Plan
Participants per plan287Average across loaded plans
Plan sponsors14
Ranked by reported assets

Largest loaded plans in Bethel

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

  1. 1
    Memry Corporation · 2023
  2. 2
    Comnet Communications, LLC · 2023
  3. 3
  4. 4
    Underground Systems, Inc. · 2023
  5. 5
  6. 6
    Connecticut Coining, Inc. · 2023
  7. 7
  8. 8
  9. 9
  10. 10
    Sunset Hill Partners, Inc. · 2023
  11. 11
    The Farrells, Inc. · 2023
  12. 12
    Note Kitchen & Bar, Inc. · 2023
  13. 13
    Westfair Painting Corporation · 2023
  14. 14
    Rosado Health And Fitness Enterprises Inc. · 2023
  15. 15
    Comnet Communications, LLC Welfare Benefits Plannot reported in the loaded dataset
    Comnet Communications, LLC · 2023
  16. 16
    Memry Corp Severance Benefits Plannot reported in the loaded dataset
    Memry Corporation · 2023
  17. 17
    Cpc, LLC Health & Welfare Plannot reported in the loaded dataset
    Cpc, LLC · 2023
  18. 18
    Ability Beyond Disability Welfare Plannot reported in the loaded dataset
    Ability Beyond Disability · 2023
  19. 19
    Memry Corporation Health And Welfare Wrap Plannot reported in the loaded dataset
    Memry Corporation · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Bethel, CT?
19 plan(s) reported by 14 sponsor(s) are loaded for Bethel, CT.

Related Form 5500 pages