Plan5500

Essex, 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, Essex, CT has 6 loaded benefit plan(s) reported by 3 plan sponsor(s), with $26,335,583 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
3
Latest filing year
2023

What stands out in Essex

  • 6 loaded plans hold $26.3M in reported assets across 3 sponsors.
  • The largest, Underwater Construction Corporation 401(K) Plan, holds 99% of reported Essex plan assets.
  • Plans cover 856 participants — about 143 per plan.
  • 33% of loaded plans report full Schedule H/I financial statements.
  • 17% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$26.3MSummed across loaded plans$26,335,583
Total reported assets$26.3M$26,335,583
Total reported participants856
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$26.3M total assets
Net assets$26.3MLiabilities$0
Contributions & income
Employer contributions$201.4K
Participant contributions$1.4M
Total income / additions$7M
Expenses & distributions
Benefits paid / distributions$2.8M
Total expenses$2.9M
Net increase / (decrease)$4.1M

Data coverage

Plans with financial statements2 / 6 (33%)
Plans with provider compensation1 / 6 (17%)

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

Essex market comparison

Largest plan share of assets99%Underwater Construction Corporation 401(K) Plan
Participants per plan143Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Essex

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

  1. 1
    Underwater Construction Corporation 401(K) Plan$26.1M
    Underwater Construction Corporation · 2023
  2. 2
    Salad Heads,Inc. Retirement Plan$216.8K
    Salad Heads, Inc. · 2023
  3. 3
    Essex Savings Bank Health & Welfare Plannot reported in the loaded dataset
    Essex Savings Bank · 2023
  4. 4
    Underwater Construction Health And Welfare Plannot reported in the loaded dataset
    Underwater Construction Corp · 2023
  5. 5
    Underwater Construction Health And Welfare Plannot reported in the loaded dataset
    Underwater Construction Corp · 2023
  6. 6
    Underwater Construction Health And Welfare Plannot reported in the loaded dataset
    Underwater Construction Corp · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages