Plan5500

Jewett City, 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, Jewett City, CT has 6 loaded benefit plan(s) reported by 3 plan sponsor(s), with $23,499,709 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 Jewett City

  • 6 loaded plans hold $23.5M in reported assets across 3 sponsors.
  • The largest, Thames Valley Council For Community Action, Inc. Money Purchase Pension Plan, holds 53% of reported Jewett City plan assets.
  • Plans cover 1,304 participants — about 217 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$23.5MSummed across loaded plans$23,499,709
Total reported assets$23.5M$23,499,709
Total reported participants1.3K1,304
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$23.5M total assets
Net assets$23.5MLiabilities$0
Contributions & income
Employer contributions$639.7K
Participant contributions$575.1K
Total income / additions$4.6M
Expenses & distributions
Benefits paid / distributions$3M
Total expenses$3.2M
Net increase / (decrease)$1.5M

Data coverage

Plans with financial statements4 / 6 (67%)
Plans with provider compensation2 / 6 (33%)

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

Jewett City market comparison

Largest plan share of assets53%Thames Valley Council For Community Action, Inc. Money Purchase Pension Plan
Participants per plan217Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Jewett City

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

  1. 1
    Thames Valley Council For Community Action, Inc. Money Purchase Pension Plan$12.5M
    Thames Valley Council For Community Action, Inc. · 2023
  2. 2
    Thames Valley Council For Community Action, Inc. Employee Contribution Plan$10.8M
    Thames Valley Council For Community Action, Inc. · 2023
  3. 3
    Educational Consulting Of Southeastern Connecticut Inc 401(K) Plan$166.8K
    Educational Consulting Of Southeastern Connecticut Inc · 2023
  4. 4
    Vivi Bubble Tea, Inc. 401(K) Plan$52.4K
    Vivi Bubble Tea, Inc. · 2023
  5. 5
    Tvcca Employees Welfare Benefit Plannot reported in the loaded dataset
    Thames Valley Council For Community Action, Inc. · 2023
  6. 6
    Tvcca Employees Welfare Benefit Plannot reported in the loaded dataset
    Thames Valley Council For Community Action, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages