Plan5500

Bridgewater, 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, Bridgewater, CT has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $3,606,237 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 Bridgewater

  • 3 loaded plans hold $3.6M in reported assets across 3 sponsors.
  • The largest, Victor E. Ylagan, Md Simplified Profit Sharing Plan, holds 89% of reported Bridgewater plan assets.
  • Plans cover 9 participants — about 3 per plan.
  • 100% 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$3.6MSummed across loaded plans$3,606,237
Total reported assets$3.6M$3,606,237
Total reported participants9
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.6M total assets
Net assets$3.6MLiabilities$0
Contributions & income
Employer contributions$60K
Participant contributions$0
Total income / additions$125.8K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$3.1K
Net increase / (decrease)$122.7K

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

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

Bridgewater market comparison

Largest plan share of assets89%Victor E. Ylagan, Md Simplified Profit Sharing Plan
Participants per plan3Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Bridgewater

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

  1. 1
    Victor E. Ylagan, Md Simplified Profit Sharing Plan$3.2M
    Victor E Ylagan, Md, LLC · 2023
  2. 2
    Owens Transport And Logistics, Inc. Profit Sharing Plan$258.7K
    Owens Transport And Logistics, Inc. · 2023
  3. 3
    Feigen Incorporated Of Chicago Profit Sharing Plan$126.6K
    Feigen Incorporated Of Chicago · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages