Fairfield, 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, Fairfield, CT has 34 loaded benefit plan(s) reported by 25 plan sponsor(s), with $1,236,282,502 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 34
- Plan sponsors
- 25
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,236,282,502
- Total reported liabilities (EOY)
- $4,135,671
- Total reported net assets (EOY)
- $1,232,146,831
Contributions & income
- Employer contributions
- $31,961,416
- Participant contributions
- $45,920,599
- Total income / additions
- $248,468,842
Expenses & distributions
- Benefits paid / distributions
- $81,290,291
- Total expenses
- $82,857,477
- Net increase / (decrease)
- $165,611,365
Coverage
- Total reported participants
- 15,476
- Plans with financial statements
- 26
- Plans with provider compensation
- 12
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Fairfield, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Fairfield University Defined Contribution Retirement Plan | Fairfield University | $451,490,632 | 2023 |
| Sacred Heart University Defined Contribution Plan | Sacred Heart University Incorporated | $271,673,914 | 2023 |
| Save The Children Federation, Inc. Retirement Savings Plan | Save The Children Federation, Inc. | $198,311,686 | 2023 |
| Envision Pharma, Inc. 401(K) Plan | Envision Pharma, Inc. | $77,496,149 | 2023 |
| Bigelow Tea Employees 401(K) Plan | R.C. Bigelow, Inc. | $68,741,288 | 2023 |
| Orthopaedic Specialty Group, P. C. 401(K) Pension Plan | Orthopaedic Specialty Group, P.C. | $33,283,492 | 2023 |
| Herbert J Sims 401(K) Plan | Herbert J Sims & Co. Inc. | $28,480,267 | 2023 |
| Prosek LLC 401(K) Pension Plan | Prosek LLC | $24,391,648 | 2023 |
| Rehabilitation Associates, Inc. 401(K) Plan | Rehabilitation Associates, Inc. | $20,377,028 | 2023 |
| Foundation Source 401(K) Plan | Foundation Source Philanthropic Services, Inc. | $13,471,034 | 2023 |
| Carolton Hospital Employee Profit Sharing Plan | Carolton Chronic & Convalescent Hospital, Inc. | $10,731,537 | 2023 |
| Rehabilitation Associates, Inc. Employee Stock Ownership Plan | Rehabilitation Associates, Inc. | $9,681,211 | 2023 |
| Cardiac Specialists Pc 401(K) Profit Sharing Plan & Trust | Cardiac Specialists P C | $8,376,620 | 2023 |
| Hub Realty Associates, LLC 401(K)/Profit Sharing Plan | Hub Realty Associates, LLC | $8,201,614 | 2023 |
| Amp Investments, LLC 401(K) Plan | Amp Investments, LLC | $4,232,536 | 2023 |
| Save The Children Action Network, Inc. 401(K) Plan | Save The Children Federation, Inc. | $4,189,600 | 2023 |
| Seva Ct, Inc. 401(K) Profit Sharing Plan | Seva Ct, Inc. | $700,774 | 2023 |
| Connecticut Marine Services, Inc. 401(K) Plan | Connecticut Marine Services, Inc. | $615,075 | 2023 |
| Altezza Holdings 401k Trust | Altezza Holdings Incorporated | $611,981 | 2023 |
| Usa Power Punch, Inc. 401(K) Profit Sharing Plan | Usa Power Punch, Inc. | $559,399 | 2023 |
| Best Life Restaurants Inc. Retirement Plan | Best Life Restaurants Inc. | $355,139 | 2023 |
| Choi Family Ventures Inc. Retirement Plan | Choi Family Ventures Inc. | $150,076 | 2023 |
| Omnium, Inc. 401(K) Plan | Omnium, Inc. | $111,306 | 2023 |
| B & M Capital, Inc. 401(K) Plan | B & M Capital, Inc. | $48,496 | 2023 |
| Connecticut Hobby Corporation Profit Sharing Plan | Connecticut Hobby Corporation | $0 | 2023 |
Largest plans in Fairfield → · Fairfield plans by participants → · Fairfield plans with financial data → · Fairfield plans with provider compensation → · $1B+ plans in Fairfield →
Related Form 5500 pages
- All CT Form 5500 filings
- Fairfield University Defined Contribution Retirement Plan (plan 001)
- Fairfield University — all reported plans
- Sacred Heart University Defined Contribution Plan (plan 002)
- Sacred Heart University Incorporated — all reported plans
- Save The Children Federation, Inc. Retirement Savings Plan (plan 002)
- Save The Children Federation, Inc. — all reported plans
- Envision Pharma, Inc. 401(K) Plan (plan 001)
- Envision Pharma, Inc. — all reported plans
- Bigelow Tea Employees 401(K) Plan (plan 002)
- R.C. Bigelow, Inc. — all reported plans
- Orthopaedic Specialty Group, P. C. 401(K) Pension Plan (plan 001)
- Orthopaedic Specialty Group, P.C. — all reported plans
- Herbert J Sims 401(K) Plan (plan 002)
- Herbert J Sims & Co. Inc. — all reported plans
- Prosek LLC 401(K) Pension Plan (plan 001)
- Prosek LLC — all reported plans
- Rehabilitation Associates, Inc. 401(K) Plan (plan 001)
- Rehabilitation Associates, Inc. — all reported plans
- Foundation Source 401(K) Plan (plan 001)
- Foundation Source Philanthropic Services, Inc. — all reported plans
- Carolton Hospital Employee Profit Sharing Plan (plan 001)
- Carolton Chronic & Convalescent Hospital, Inc. — all reported plans
- Rehabilitation Associates, Inc. Employee Stock Ownership Plan (plan 002)
- Cardiac Specialists Pc 401(K) Profit Sharing Plan & Trust (plan 001)
- Cardiac Specialists P C — all reported plans
- Hub Realty Associates, LLC 401(K)/Profit Sharing Plan (plan 003)
- Hub Realty Associates, LLC — all reported plans
- Amp Investments, LLC 401(K) Plan (plan 001)
- Amp Investments, LLC — all reported plans
- Methodology
- Data sources