Plan5500

Burlington, 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, Burlington, CT has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $2,464,482 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 Burlington

  • 3 loaded plans hold $2.5M in reported assets across 3 sponsors.
  • The largest, New England Needles, Inc. Profit Sharing Plan And Trust, holds 88% of reported Burlington plan assets.
  • Plans cover 8 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$2.5MSummed across loaded plans$2,464,482
Total reported assets$2.5M$2,464,482
Total reported participants8
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.5M total assets
Net assets$2.5MLiabilities$0
Contributions & income
Employer contributions$100K
Participant contributions$0
Total income / additions$329.9K
Expenses & distributions
Benefits paid / distributions$675.1K
Total expenses$675.1K
Net increase / (decrease)-$345.2K

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 Burlington, 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

Burlington market comparison

Largest plan share of assets88%New England Needles, Inc. Profit Sharing Plan And Trust
Participants per plan3Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Burlington

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

  1. 1
    New England Needles, Inc. Profit Sharing Plan And Trust$2.2M
    New England Needles, Inc. Profit · 2023
  2. 2
    Casavant Corporation 401(K) Profit Sharing Plan$300.3K
    Casavant Corporation · 2023
  3. 3
    Robert Dunn Insurance Agency Retirement Plan$0
    Robert Dunn Insurance Agency Inc · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages