Plan5500

Marlborough, 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, Marlborough, CT has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $1,846,556 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Marlborough

  • 3 loaded plans hold $1.8M in reported assets across 3 sponsors.
  • The largest, Airam Holdings, Inc. 401(K) Plan, holds 48% of reported Marlborough plan assets.
  • Plans cover 44 participants — about 15 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.8MSummed across loaded plans$1,846,556
Total reported assets$1.8M$1,846,556
Total reported participants44
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1.8M total assets
Net assets$1.8MLiabilities—
Contributions & income
Employer contributions$27.3K
Participant contributions$71.3K
Total income / additions$373.4K
Expenses & distributions
Benefits paid / distributions$38K
Total expenses$53.2K
Net increase / (decrease)$320.2K

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

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

Marlborough market comparison

Largest plan share of assets48%Airam Holdings, Inc. 401(K) Plan
Participants per plan15Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Marlborough

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

  1. 1
    Airam Holdings, Inc. 401(K) Plan$892.7K
    Airam Holdings, Inc. · 2023
  2. 2
    Pedrick & Associates Strategic Marketing, Inc. 401(K) Plan$680.9K
    Pedrick & Associates Strategic Marketing, Inc. · 2023
  3. 3
    Point Bee Inc. Retirement Plan$273K
    Point Bee Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages