Plan5500

Columbia, 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, Columbia, CT has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $11,985,886 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

What stands out in Columbia

  • 2 loaded plans hold $12M in reported assets across 1 sponsors.
  • The largest, Columbia Ford, Inc. 401(K) Plan, holds 100% of reported Columbia plan assets.
  • Plans cover 418 participants — about 209 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11.9MSummed across loaded plans$11,883,382
Total reported assets$12M$11,985,886
Total reported participants418
Total reported liabilities$102.5K$102,504

Reported net position

Reported assets = net assets + liabilities (summed)$12M total assets
Net assets$11.9MLiabilities$102.5K
Contributions & income
Employer contributions$144.3K
Participant contributions$1.1M
Total income / additions$2.9M
Expenses & distributions
Benefits paid / distributions$928.9K
Total expenses$983.6K
Net increase / (decrease)$2M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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

Columbia market comparison

Largest plan share of assets100%Columbia Ford, Inc. 401(K) Plan
Participants per plan209Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Columbia

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

  1. 1
    Columbia Ford, Inc. 401(K) Plan$12M
    Columbia Ford, Inc. · 2023
  2. 2
    Gates Automotive Health & Welfare Plannot reported in the loaded dataset
    Columbia Ford Lincoln Mercury · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Columbia, CT?
2 plan(s) reported by 1 sponsor(s) are loaded for Columbia, CT.

Related Form 5500 pages