Plan5500

Litchfield, 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, Litchfield, CT has 7 loaded benefit plan(s) reported by 5 plan sponsor(s), with $51,821,526 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
5
Latest filing year
2023

What stands out in Litchfield

  • 7 loaded plans hold $51.8M in reported assets across 5 sponsors.
  • The largest, The Forman School, Inc. 403(B) Retirement Plan, holds 53% of reported Litchfield plan assets.
  • Plans cover 1,095 participants — about 156 per plan.
  • 71% of loaded plans report full Schedule H/I financial statements.
  • 29% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$51.8MSummed across loaded plans$51,821,526
Total reported assets$51.8M$51,821,526
Total reported participants1.1K1,095
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$51.8M total assets
Net assets$51.8MLiabilities$0
Contributions & income
Employer contributions$804.8K
Participant contributions$1.2M
Total income / additions$10.1M
Expenses & distributions
Benefits paid / distributions$4.3M
Total expenses$4.3M
Net increase / (decrease)$5.8M

Data coverage

Plans with financial statements5 / 7 (71%)
Plans with provider compensation2 / 7 (29%)

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

Litchfield market comparison

Largest plan share of assets53%The Forman School, Inc. 403(B) Retirement Plan
Participants per plan156Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Litchfield

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

  1. 1
    The Forman School, Inc. 403(B) Retirement Plan$27.2M
    The Forman School, Inc. · 2023
  2. 2
    Connecticut Junior Republic Association, Inc. Deferred Compensation Thrift Plan$21.4M
    Ct Junior Republic Association Inc. · 2023
  3. 3
    White Memorial Foundation 401(K) Plan$1.9M
    White Memorial Foundation, Inc. · 2023
  4. 4
    Litchfield Hills Nursery, Inc. 401(K) Plan$1.3M
    Litchfield Hills Nursery, Inc. · 2023
  5. 5
    Strategic Brands Corporation 401(K) Plan$35.5K
    Strategic Brands Corporation · 2023
  6. 6
    Connecticut Junior Republic Association, Inc. Benefit Plannot reported in the loaded dataset
    Connecticut Junior Republic Inc. · 2023
  7. 7
    The Forman School Inc. Welfare Plannot reported in the loaded dataset
    Forman School Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Litchfield, CT?
7 plan(s) reported by 5 sponsor(s) are loaded for Litchfield, CT.

Related Form 5500 pages